858.792.5988

Serving San Diego for over 35 Years

Clients, Colleagues, and Friends,

I retired on Dec. 31, 2019, and officially closed my office, after 42 years of practicing law. I thank you all for your confidence in me and your friendship over the years. My colleague David Dufek who has shared the suite with me for the past two years is taking over my practice and will have all client files. Not only will David be taking over the practice, he remains in the suite and is taking over my fax and phone lines. You are free to leave your files with David or pick them up. David's practice like mine includes will, trusts, and probate, as well as personal injury work. He also does landlord - tenant work and debtor - creditor matters including bankruptcy.

I wish you all the best.

Alex

It’s Okay to Call Your Estate Planning Attorney

You’ve set up your estate plan and your estate planning attorney said that he or she welcomes calls if you have questions or concerns, but you’re not sure if your particular situation necessitates a call or email.  We’ve listed 8 circumstances when it is likely in your best interest to call your estate planning attorney for guidance.

  • You are getting divorced, remarried, or starting or ending a civil union.
  • You are unsure if you own your assets properly for your estate plan to work or you’ve acquired new assets.  If you refinance your house, call your estate planning attorney to make sure that your house remains titled in the name of your trust.
  • You want to start a gifting program to children and grandchildren.
  • You have been named as a trusted helper and need to know what the position involves before accepting or need guidance to carrying out your duties.  (Trusted helpers included executors, power of attorney agents, trustees, and guardians of minor children.)
  • Your children have attained the age of 18; they now need their own estate plan.  You are no longer authorized to act on their behalf for medical decisions or financial matters.
  • A loved one has died and you need help probating the estate; or, a loved one is incapacitated and you are serving as the trustee and/or power of attorney agent.
  • You’ve heard about law changes on the news and want to know if your plan and individual situation is affected.
  • A trusted helper named in your plan has become incapacitated, died, or is no longer a good fit.

No need to just muddle through or be worried, if you have a question, call our estate planning law offices for a consultation at (858) 792-5988.