Elder Law
Estate Planning
Living Trust

510.769.8311

info@matthewjduncan.com

The Law Offices of Matthew J. Duncan, APLC,
provides services in the following areas:

Estate Planning

We prepare living trusts, wills, powers of attorney, advance health care directives, and other documents needed to not only protect your wishes for distribution of assets upon your death, but also to make sure that such assets will be properly managed for your benefit if you become incapacitated.

We have developed an estate planning questionnaire to help you organize your assets in preparation for your first meeting with us. We also have a questionnaire for advance health care directives. If you would like to meet with us to discuss estate planning, and to receive the questionnaires, email us to schedule an appointment.

Medi-Cal Planning and Administration

We prepare documents to allow the persons you trust to help protect your family if you are placed in long-term care. We prepare court petitions for transferring assets of an institutionalized spouse to a well spouse. We prepare "a special needs trust" for the benefit of persons who receive public benefits, and we counsel the Trustees of such trusts.

Estate and Trust Administration

We represent and counsel Trustees upon the death of the Settlor. We counsel clients who are not sure whether probate is necessary; if it is, we prepare the documents needed to commence probate and represent the executor or administrator during the entire process.

Conservatorship And Guardianships

For clients who have a failing parent or other family member, we discuss and explore options to make sure that family member is protected. If necessary, we will prepare the documents needed to appoint a conservator. We counsel clients as to how best to care for a minor whose parents are not available or who is entitled to an inheritance or life insurance benefit.