1. Estate Planning

    Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Estate planning is the process of arranging for the management and distribution of your estate … Continued

  2. Trust Administration

    Trust administration refers to the trustee’s management of trust property according to the terms of the trust and pursuant to all applicable laws. Many trust administrations begin upon the death of the creator of the trust (i.e. Settlor). Other trust … Continued

  3. Probate Administration

    Probate is a court supervised process of settling a deceased individual’s legal and financial affairs. In California, probate is required when an individual dies with assets having a gross value of more than $150,000 titled in their name alone. In … Continued

  4. Conservatorships

    Although there are several different types of conservatorships in California, all involve a court proceeding where the court appoints an individual to care for another person who cannot effectively manage their own personal or financial affairs. The court process of … Continued

  5. Guardianships

    A guardianship is a legal proceeding where the court appoints an individual to manage the custody (person), property (estate), or both of a minor (i.e. an individual under 18 years old). In a guardianship of the person, the guardian has … Continued

  6. Special Needs Trust

    A special needs trust is a type of trust that is typically established for a person with special needs who receives benefits from government programs. A properly drafted special needs trust can promote the beneficiary’s independence and well-being. A special … Continued

  7. Elder Law/Medi-Cal Planning

    Elder law is an area of legal practice that specializes on the rights and needs of the aging population. Elder law encompasses a range of age-related legal matters, including access to and issues regarding healthcare and government benefits, elder abuse/fraud, … Continued

  8. Trust Funding

    A trust cannot exist or operate without assets. For assets to be part of a trust, they must first be transferred to the trustee (i.e. funding the trust). The importance of having a fully funded revocable living trust cannot be … Continued

  9. Tax Planning

    Estate planning and administration requires a solid understanding of federal and state estate tax, gift tax, income tax, and property tax laws. At Ewin Lambourne Law, APC, we work closely with our clients to identify, design, and implement business and … Continued

  10. Business Planning

    Before establishing a business, careful consideration should be given to determine the most appropriate business entity type. Next, the business must file all required documentation with the proper governmental agencies. Once a business has been established, the business should develop … Continued