areas of practice

When dealing with Estate Planning, Probate or Elder Law matters, it is important to have knowledgeable legal advice and counsel on your side. We have the experience and skill to assist you.

Estate Planning

Do you wish to avoid the cost and expense of Probate and a Conservatorship? Could qualifying for Medi-Cal be advantageous to you? How can you save on Estate, Gift and other Taxes?

Estate planning can be complicated and emotional. Our legal team strives to provide prompt and personal attention to every client. Whether you are a family with young children, "empty nesters" or a senior wanting your affairs in order, we will provide you with answers to your questions as well as help you identify questions to consider.

We understand the importance of securing the financial future of your estate through proper estate planning, and will thoroughly prepare all necessary documentation to assist with this process. Our skill is in designing, explaining and implementing the appropriate estate planning vehicles to meet the client's objectives. We utilize the most effective methods including many of the following:

  • Wills
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Health Care Directives
  • Special Needs Trusts

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Probate & Trust Administration

As part of our long-term commitment to our clients, we are here to assist families upon the death of a loved one. During this emotional time, we complete often complex tasks on behalf of our clients to ensure that assets are transferred in accordance with the decedent’s estate plan in as seamless a manner as possible. To that end, the Law Office of Joseph M. Geis provides a full range of trust and estate administration and settlement services to its clients including, but not limited to, the preparation and filing of:

  • Probate Administration Documents
  • Probate and Fiduciary Accountings
  • Trust Administration Accountings

We understand the emotions that can be involved with the probate process, and will work diligently to resolve matters as efficiently and cost-effectively as possible.

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Trusts, Special Needs Trusts, Guardianships and Conservatorships

We are often called upon to counsel clients in the preservation of assets as a result of a family member’s disability. If you or a loved one is disabled or has special needs, you will want to take into consideration those needs when you are planning the future of your estate. We will help you do that. We will help you create a special needs trust for a child or an adult, or help a caregiver create a trust for a disabled senior, or other family member. We can help you select the trust that most benefits those you choose in a way that you choose. As such, we have significant experience in specialized planning situations for the elderly and disabled in areas such as:

  • Special Needs Trust (third party and self-settled)
  • Guardianships
  • Conservatorships
  • Limited Conservatorships

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Elder Law and Medi-Cal Planning

Might a family member require expensive nursing home care now or in the future? Could qualifying for Medi-Cal be advantageous to you?

Whether in a crisis situation or planning for the future, it's hard to know what actions are best for you and your loved ones. You want to be in the hands of a law firm that knows the complexities of elder law. We assist our clients in planning for the possibility of Incapacity, Disability, Home Health Care, and Assisted Living/Nursing Home Placement. We help clients avoid impoverishment caused by the escalating cost of long term care, to maintain their right to make health care decisions and to avoid unnecessary medical treatment.

We'll take you through the complexities in a way that is easy to understand and allows you to keep your assets while maintaining Medi-Cal eligibility.

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