Estate Planning & Probate

Kahn, Soares & Conway, LLP's Estate Planning and Probate Group offers its diverse clients a full range of asset protection, management and estate planning services for estates of all sizes and value. KSC provides asset protection and management planning utilizing durable powers of attorney for financial management, limited liability companies and family limited partnerships.

Our attorneys are adept in all areas of estate planning including the preparation of wills, revocable and irrevocable trusts, charitable trusts, life insurance trusts and the ever-changing law regarding Medi-Cal eligibility and recovery planning. We confidently offer our clients full analysis regarding the minimization and application of the estate tax, gift tax, income tax and generation skipping tax. The attorneys work closely with clients' accountants, financial planners and other professionals so as to achieve the maximum benefit to the client with the estate plan.

Our attorneys counsel clients regarding personal and estate planning concerns, including Durable Powers of Attorney for Health Care, Directives to Physicians, and Durable Powers of Attorney for Personal Care. The Group is well-prepared to assist clients with the establishment and administration of conservatorships for incapacitated adults and guardianships of minors and to create and administer special needs trusts.

Our attorneys have years of experience in the practice of estate administration, including the probate of testate and intestate estates, and summary proceedings. We guide our clients through the estate administration process thoroughly and competently from beginning to end, assisting and advising personal representatives with regard to all aspects of the decedent's estate, including creditors' claims, estate litigation, fiduciary responsibilities, tax and distribution issues.

KSC's Estate Planning and Probate Group provides its clients with the advice and instruments required to implement a comprehensive cost-saving, tax minimizing, manageable estate and asset management plan.