Prudent planning now can save taxes and expenses, eliminate confusion when death or incapacity strikes, and provide appropriate direction to those you select to carry out your desires all while protecting your loved ones.
Our mission is to provide families with quality estate and Medicaid planning resources. When you visit or call our office, we’ll make you feel comfortable. We understand how hard it is to discuss such an important and sensitive issue concerning. We’ll arm you with the information you need to make informed decisions about your family’s future.
ESTATE PLANNING: WILLS AND LIVING TRUSTS
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Special Needs Trusts, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm allows families to preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
TRUST ADMINISTRATION & PROBATE
We guide families who have experienced the loss of a loved one through the ensuing Probate or Trust Administration process.
ELDER LAW & MEDI-CAL SERVICES
We make it possible for clients to qualify for government medical benefits legally and ensure their estates are preserved for their families so that assets are not swallowed up by exorbitant nursing home fees.
TRUST LITIGATION & PROBATE LITIGATION
The passing away of a loved one isn’t always the only grief a family has to endure. Frequently, either because of miscommunication or intentional actions, beneficiaries don’t always receive what their are due. If you feel that you may not have received your full inheritance, call us. Immediate action is necessary.
ASSET PROTECTION & BUSINESS PLANNING
Are you a small business owner or believe you might be susceptible to being sued? We can help you through Lawsuit and Asset Protection. We’re also available to help with Business Succession Planning and Small Business Planning. We’re well versed in Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.
SPECIAL NEEDS PLANNING
If you have family members with special needs you should protect your family with Special Needs Estate Plans. These tailored plans help your family preserve government benefits while ensuring that your loved one is always cared for in all areas of their life: financial, educational and medical, and most importantly, their future emotional and personal needs.
Our law firm offers estate planning assistance tailored to the unique needs of Family Businesses and Farms. We make sure our clients can preserve this important part of their legacy for all future generations.
ESTATE PLANNING FOR THE LGBTQ COMMUNITY
We offer guidance and support to members of the LGBTQ Community looking to set up their unique estate planning needs. This includes help setting up Living Trusts, and Health Care Directives.
Death isn’t the worst thing that can happen to you. We can help you create a plan for the management of your affairs in the event of becoming incapacitated before you pass away. The objective is to avoid a Living Probate or Guardianship proceeding.
ESTATE PLANNING AND YOUR PETS
Just like you, we have pets and we understand how important they are to you. Should something happen to you, your pets need to be protected and cared for. Estate Planning and implementing a Pet’s Trust ensures that your pets are provided if you become incapacitated or pass away.
SOCIAL MEDIA PLANNING
In the age of Facebook, Instagram, Twitter, Pinterest and all other social media sites, it is critical to control how your social media presence is handled after you pass away. The Law Offices of Mark D. Rosenberg will ensure that your social media presence is managed exactly as you intend.