Estate Planning & Probate

In the swirl of seemingly ever changing federal and state tax laws, it is vital to put your estate planning in the hands of skilled professionals.

The attorneys at Patton & Sullivan LLP will explain your estate planning options under California and federal law and how best to protect your personal and business assets.

Our services range from reviewing existing plans and recommending changes, where appropriate, to preparing and executing estate plan documents such as wills, trusts, powers of attorney and health care directives, advising clients on proper beneficiary designations, business succession plans and lifetime gifting strategies.

The lawyers at Patton & Sullivan work closely with our clients to identify their unique needs and create a strategy that meets the clients’ objectives while ensuring the orderly distribution of the estate, and minimize loss to taxation and/or challenges by heirs or creditors.

Our team has considerable experience in probate and trust administration, representing executors, trustees and beneficiaries, including filing necessary court documents on their behalf.  Our team also has extensive experience in estate and trust litigation and dispute mediation, representing executors, trustees and beneficiaries.

Contact us by email or call our office at 925-600-1800 for a confidential consultation with one of our experienced estate planning attorneys. Evening and weekend meetings are available.