Category: Free Consultation

PROBATE ATTORNEY SAN FERNANDO VALLEY

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What does a Probate Attorney do in the San Fernando Valley?   There are several different types of probate attorneys.

A.  A probate attorney who represents the executor or administrator.

B.  An attorney who represents the interests of a beneficiary or heir.

C.  The court’s probate attorney, who reviews the documents filed by attorneys and makes recommendations to the probate judge.

PROBATE ATTORNEY REPRESENTING THE EXECUTOR

A probate attorney who represents a fiduciary (such as the executor or administrator) advises that person on the day-to-day operation of the estate.   He or she prepares an inventory with the information given to him/her by the executor, and then obtains an appraisal from a probate referee.   The probate attorney also sends a notice to creditors regarding the existence of the estate.   After the expiration of the creditor’s claim period, if there is no litigation, the probate attorney will prepare a final accounting petition, asking the court to authorize distribution of the estate assets to the heirs or beneficiaries.

PROBATE ATTORNEY REPRESENTING THE HEIRS OR BENEFICIARIES

This type of lawyer reviews what is filed by the executor’s attorney, and advises the heir or beneficiaries regarding his/her personal rights.   The attorney would not normally file anything in court, unless there is a conflict between the heir and the executor.    For example, if an executor has filed and accounting, if the beneficiary has objections to it, he/she would hire a beneficiary’s lawyer to review the documents, or to file an objection to an accounting.

THE COURT’S PROBATE ATTORNEY

In Los Angeles County, the Court has its own set of probate attorneys (not us) who review the pleadings and forms filed in court, and advise the judge.    These attorneys do not give advice to the public, and merely put out probate notes, pointing out, what other information the court needs to approve the probate papers.

Call our probate attorney in the San Fernando Valley for advice and probate service:  818-340-4479

FIDUCIARY LITIGATION

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When do you need a fiduciary litigation attorney in Los Angeles? When a fiduciary handles an estate or trust, he is charged with the various duties.   First, he may not profit from his status as a fiduciary.  Secondly, he has to treat all beneficiary fairly.   Third, he must make prudent investments.  Fourth, his job is to make the assets of the estate or trust, income producing, unless the trust or will provides otherwise.   Fiduciary Litigation occurs when a person who is a fiduciary, fails to act with due care.   The role of the fiduciary is one that is entrusted with due care and trust. 

TYPES OF FIDUCIARY LITIGATION IN LOS ANGELES

A.  Breach of fiduciary duty;

B.  Breach of Trust, or a failure to follow the instructions of the trust;

C.  Failing to provide adequate information;

D.  Failure to give an accounting;

E.  Failure to make prudent investments.; 

F.  Theft of trust assets.  

There are many other situations which may cause fiduciary litigation in Los Angeles.   Call Mina Sirkin, Fiduciary Litigation Attorney in Los Angeles.  Call 818.340.4479 or Email: Info@sirkinlaw.com.

HOW CAN A PROFESSIONAL FIDUCIARY HELP IN SELLING AN INCOMPETENT OR DECEASED PERSON’S PROPERTY IN LOS ANGELES?

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Generally, a professional fiduciary in Los Angeles can perform any of the following functions, including the listing of a property for sale, and signing all sales documents to implement the sale of a incompetent or deceased person’s property in Los Angeles:

Act as an agent in a Power of Attorney, or an Advance Health Care Directive;
Become an Independent Trustee or a special trustee in litigation;
Be a Trustee of a Special Needs Trust, or other types of trusts;
Act as a Professional Conservator;
Become the Personal Representative of an estate, meaning, be named as an executor, or act as an administrator, or special administrator;
Assist with Elder Care Management
Manage Private book keeping, bill paying, or money management for an elderly or disabled person.


A PROFESSIONAL FIDUCIARY CAN HELP EXPEDITE THE SALE OF PROPERTY IN MANY SITUATIONS IN LOS ANGELES.

Many times, the sale of a property is delayed due to disputes. A Los angeles Professional Fiduciary can help diffuse family problems before they arise, or after they have arisen.   Having an independent person who is impartial is beneficiary in helping parties come to an agreement which can resolve litigation.    Appointment of a private professional fiduciary can shorten litigation and is very effective in reducing prolonged litigation costs.  

Appointment of a California Professional Fiduciary is also helpful to out-of-state or area children whose elderly parents need assistance to manage their daily lives.   They provide peace of mind and accountability in families.

Additionally, a professional fiduciary can provide continuity of care, where an elder family member may not be able to attend to the needs of another disabled or elderly individual.  Professional Fiduciaries are bondable and insured, and licensed in California by the Department of Consumer Affairs.  

HOW CAN WE HELP YOU SECURE THE BEST PROFESSIONAL FIDUCIARIES IN LOS ANGELES?

If you would like to expedite a sale, we have represented some of the best professional fiduciaries in Los Angeles.  We can assist you in selecting just the right person to help you shorten litigation.    We have appointed professional fiduciaries in trusts, estates, probate, and conservatorship litigation.   Additionally, our professional fiduciaries have represented veterans and special needs clients as representative payees of social security payments.   We thoroughly investigate and review our professional fiduciaries, and will introduce you only to qualified individuals in Los Angeles County.

CONTACT: Mina Sirkin, at 818.340.4479, to assist you with the selection of the right professional fiduciary in Los Angeles.   

CALIFORNIA CAPACITY DECLARATION ATTACHMENT – DEMENTIA MEDICATION

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CLICK ON THE NEXT ORANGE LINK TO DOWNLOAD THE CALIFORNIA CAPACITY DECLARATION ATTACHMENT – DEMENTIA MEDICATION.

This form is to be completed by a doctor who has at least two years of experience with dementia related diseases.

​

​Call Mina Sirkin, Conservatorship Attorney in Los Angeles to discuss all of your conservatorship needs. 818.340.4479  Email: Info@SirkinLaw.com.  Free consultation.

ESTATE PLANNING WOODLAND HILLS : ATTORNEYS LAWYERS

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The attorneys at Sirkin Law Group have helped Woodland Hills residents with Estate Planning since 1992.   Estate Planning is the loving act of providing for the future of your loved ones.   The plan involves creating efficient ways of passing on your assets to your loved ones.   

 

DIFFERENT PURPOSES FOR ESTATE PLANNING:

There are several ways of passing on your assets to your family.    A simple will, a living trust, joint tenancy assets, and assets which pass by beneficiary designation or by contract.

Each of the various ways of disposition of your assets impacts who and how much is left to each beneficiary.  For example, certain assets which pass by contract (such as IRA account) have tax ramifications for the recipient.   So, you should consult an attorney if you are going to take advantage of leaving assets to your love ones in an IRA or via an annuity.

Some people can benefit from a living trust by having the trust avoid probate.   Where there are significant disputes among family members, a living trust which normally would have passed without court supervision, may be brought under court supervision.  This is important especially if you want the court to review the trustee’s accounting.

Sirkin Law Elder law attorneys in Woodland Hills can assist you in providing proper advice as to which plan is best for your individual use.   Contact our Estate Planning Attorneys in Woodland Hills at 818.340.4479 or email us at Info@SirkinLaw.com.  

We are located at: 21550 Oxnard St. #300, Woodland Hills, CA 91367

FREE PROBATE CONSULTATION LOS ANGELES

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Clients often need a free probate consultation regarding Wills, Probate and Estate matters in Los Angeles to evaluate their needs.  

​

You should consult with our attorneys in the following probate circumstances:

1.  You believe there was forgery involved regarding a Will in Probate.

2.   You believe someone influenced the decedent to write a will or trust which he or she otherwise would not have signed.

3.   There was any type of fraud involved in an estate.

4.    An executor has not filed an accounting within a year from the start of probate.

5.    Executor or Administrator has not filed an inventory.

6.    The elderly decedent was abused during his or her lifetime.

7.    There are assets which should belong to the estate but which someone else claims or owns.

8.    Decedent was in the middle of a sale, or transaction, and he or she died.

9.    There is sibling rivalry in the family regarding who should own the assets of a parent, or deceased person and a family member needs a free probate consultation in Los Angeles, CA.

10.  There needs to be a conservator appointed for a family member or loved one.

11.  A fiduciary, executor, administrator, trustee or agent under a power of attorney has not met his or her duties or responsibilities.

12.   Assets need to be returned to a person, estate or trust.

Contact Mina Sirkin, Probate Law Certified Specialist Attorney for a Free Probate Consultation in Los Angeles.  Call 818.340.4479

Call for a Free PROBATE ATTORNEY CONSULTATION CALL LOS ANGELES – CALL 818.340.4479

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Free Probate Attorney Consultation : Call us when you need a free probate consultation.

When you need a free probate consultation regarding Wills, Probate and Estate matters in Los Angeles to evaluate your case, you should find and consult an attorney who has more than twenty years of experience in Probate in Los Angeles.

You should consult with our probate attorneys in the following probate estate circumstances:

1.   Decedent died without a will, or a no will can be found.

2.   You believe there was fraud or forgery involved regarding a Will in Probate.

3.   You believe someone influenced the decedent to write a will or trust which he or she otherwise would not have signed.

4.   There was any type of fraud involved in an estate or by the executor.

5.    An executor has not filed an accounting within a year from the start of probate.

6.    Executor or Administrator has not filed an inventory.

7.    The elderly decedent was abused during his or her lifetime.

8.    There are assets which should belong to the estate but which someone else claims or owns.

9.    Decedent was in the middle of a sale, or transaction, and he or she died.

10.    There is sibling rivalry in the family regarding who should own the assets of a parent, or deceased person and a family member needs a free probate consultation in Los Angeles, CA.

11.  There needs to be a conservator appointed for a family member or loved one.

11.  A fiduciary, executor, administrator, trustee or agent under a power of attorney has not met his or her duties or responsibilities.

12.   Assets need to be returned to a person, estate or trust.

13.   A probate executor, trustee, conservator or power of attorney agent has not accounted or is late in accounting.

Contact or Call Mina Sirkin, Probate Law Certified Specialist Probate Lawyer  for a Free Probate Consultation in Los Angeles, Call 818.340.4479  or Email: Info@SirkinLaw.com.

FREE PROBATE CONSULTATION LOS ANGELES

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Clients often need a free probate consultation regarding Wills, Probate and Estate matters in Los Angeles to evaluate their needs.  

​

You should consult with our attorneys in the following probate circumstances:

1.  You believe there was forgery involved regarding a Will in Probate.

2.   You believe someone influenced the decedent to write a will or trust which he or she otherwise would not have signed.

3.   There was any type of fraud involved in an estate.

4.    An executor has not filed an accounting within a year from the start of probate.

5.    Executor or Administrator has not filed an inventory.

6.    The elderly decedent was abused during his or her lifetime.

7.    There are assets which should belong to the estate but which someone else claims or owns.

8.    Decedent was in the middle of a sale, or transaction, and he or she died.

9.    There is sibling rivalry in the family regarding who should own the assets of a parent, or deceased person and a family member needs a free probate consultation in Los Angeles, CA.

10.  There needs to be a conservator appointed for a family member or loved one.

11.  A fiduciary, executor, administrator, trustee or agent under a power of attorney has not met his or her duties or responsibilities.

12.   Assets need to be returned to a person, estate or trust.

For estate or probate advice, call or contact Mina Sirkin, Probate Law Certified Specialist Attorney for a Free Probate Consultation in Los Angeles.  Call 818.340.4479  Los Angeles Probate Lawyer

ELDER LAW : WOODLAND HILLS ELDER LAW LAWYERS ATTORNEYS | SIRKIN LAW

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An Elder Law Attorney protects assets and the well-being of older adults. The Woodland Hills Elder Law attorneys at Sirkin Law Group have dedicated the last twenty six years to the practice of elder law and the protection of the future of our elderly residents in Woodland Hills the San Fernando Valley.   We believe that with Elder Law Planning, Conservatorships can be avoided for most of our clients with proper estate plans.


Before there is any medical emergency, we prepare our elder clients and their children by making sure they have the right documents at hand to protect them in urgent situations.  Preparation is the only thing we can teach our clients to protect them from life events and third parties.  Below you will find a list of documents you should have ready for your parents.

1.   Their Advance Health Care Directive or Durable Power of Attorney for Health Care, and a Hipaa Release;
2.   A copy of their Driver’s license or senior identification card;
3.   Their Medicare number (same as Social Security number) , or if on Medi-Cal, their Medi-Cal Card or number.
4.   Their supplemental insurance information, and policy number.
5.   A list of their medications and allergies.
6.   A complete list of doctor’s and their telephone numbers.
7.   If a Veteran, their military identification number.
8.   Location of their estate planning documents and the name and phone number of the preparing attorney.


TOP 10 QUESTIONS TO HELP YOU KNOW WHEN A CONSERVATORSHIP IS NEEDED FOR A LOVED ONE.

Our Elder Law clients in Woodland Hills often ask us whether they need conservatorship for an elderly or disabled parent, or a disabled child.    Below is a checklist we have developed to help you make the decision:

1.   Can he or she properly administer medication to himself or herself?
2.   Can he or she understand the consequence of making a medical decision?
​3.   Can he or she provide food or shelter for himself?
4.   Is he or she easily influenced by others to give away his or her money?
​5.   Are there signs that he or she cannot be safe when left alone at home?
​6.   Is he or she bathing himself or herself?
7.   Does he or she wear clean clothes or wash his or her clothes?
8.   Are there bills that are unpaid?
9.   Is he or she forgetful of recent events?
10.  Are there people who are trying to take financial advantage of him or her?


WHAT TO DO FIRST WHEN MOST OF THE ANSWERS TO THE ABOVE QUESTIONS ARE YES?

1.   Call our office at 818.340.4479 and ask for a call assessment regarding your case.
2.   Ask us to give you a Capacity Declaration to be completed by a physician.   If your loved one will not submit to a doctor’s examination, please call us.
3.   Gather a list of medications and assets of your loved one
4.   Set an in-person appointment to go over the Conservatorship Procedures in Los Angeles County.

Call Mina Sirkin, Woodland Hills Elder Law Attorney at 818.340.4479; San Fernando Valley Elder Law.  Our Woodland Hills Elder Law office serves the Woodland Hills, Calabasas, West Hills, San Fernando Valley, Tarzana, Reseda, Agoura, Hidden Hills, Canoga Park, Winnetka, and Westlake Village areas in contested elder law matters and uncontested elder law planning cases.  Elder Law Woodland Hills: Elder Law

Elder Law Office Address:  21550 Oxnard St. #300, Woodland Hills, California 91367 See our Elder Law attorney in Woodland Hills.

WOODLAND HILLS ELDER LAW | ATTORNEYS & LAWYERS | SIRKIN LAW

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Caring for an elderly person in Woodland Hills can be complex.   Woodland Hills elder law attorney, Mina Sirkin explains the details you need to know for a successful conservatorship case.  

What is Elder Law?  Elder Law is the area of law dedicated to providing legal services to persons above 65 years of age, which includes estate planning, creation of power of attorney documents, Advance Health Care Directives.   Woodland Hills Elder Care Law attorneys at Sirkin Law Group have dedicated the last twenty three years to preparation for the future of our elderly clients in Woodland Hills Ca.   We believe that Conservatorships can be avoided for most of our clients with proper estate plans.

Before there is any medical emergency, we prepare our Woodland Hills elder clients and their children by making sure they have the right documents at hand.   Below you will find a list of documents you should have ready for your parents.

1.   Their Advance Health Care Directive or Durable Power of Attorney for Health Care, and a Hipaa Release;

2.   A copy of their Driver’s license or senior identification card;

3.   Their Medicare number (same as Social Security number) , or if on Medi-Cal, their Medi-Cal Card or number.

4.   Their supplemental insurance information, and policy number.

5.   A list of their medications and allergies.

6.   A complete list of doctor’s and their telephone numbers.

7.   If a Veteran, their military identification number.

8.   Location of their estate planning documents and the name and phone number of the preparing attorney.

TOP 10 QUESTIONS TO HELP YOU KNOW WHEN A ELDER LAW HELO OR A CONSERVATORSHIP IS NEEDED FOR A LOVED ONE:

Clients in Woodland Hills often ask us whether they need conservatorship for an elderly or disabled parent, or a disabled child.    Below is a checklist we have developed to help you make the decision:

1.   Can he or she properly administer medication to himself or herself?

2.   Can he or she understand the consequence of making a medical decision?

​3.   Can he or she provide food or shelter for himself?

4.   Is he or she easily influenced by others to give away his or her money?

​5.   Are there signs that he or she cannot be safe when left alone at home?

​6.   Is he or she bathing himself or herself?

7.   Does he or she wear clean clothes or wash his or her clothes?

8.   Are there bills that are unpaid?

9.   Is he or she forgetful of recent events?

10.  Are there people who are trying to take financial advantage of him or her?

WHAT TO DO FIRST WHEN MOST OF THE ANSWERS TO THE ABOVE QUESTIONS ARE YES?​

1.   Call our attorneys at the Woodland Hills Conservatorship office at 818.340.4479 and ask for a call assessment regarding your case.

2.   Ask us to give you a Capacity Declaration to be completed by a physician.   If your loved one will not submit to a doctor’s examination, please call us.

3.   Gather a list of medications and assets of your loved one

4.   Set an in-person appointment to go over the Conservatorship Procedures in Los Angeles County.

Conservatorship Attorney:  Call Mina Sirkin, Woodland Hills Elder Law Attorney at 818.340.4479.  Our Woodland Hills office serves the Woodland Hills, Calabasas, West Hills, Tarzana, Reseda, Agoura, Hidden Hills, Canoga Park, Winnetka, and Westlake Village areas.  Elder Law Attorney Woodland Hills Ca. Caring for the elderly is our only business and we are very proud to serve your family in elder law.