Wide range of experience and expertise in high net-worth estate and gift planning, sophisticated estate and trust administration, estate and trust litigation and dispute resolution.
Estate Planning
Revocable Living Trust
Last Will and Testament
Power of Attorney for Financial Affairs
Advance Health Care Directive
Assignment of Property to Trust
Certification of Trust
Nomination of Guardian for Minor Children
HIPPA & CMIA Authorization
Grant Deed and Quitclaim Deed
Trust Funding
Amendment to Trust
Restatement of Trust
Probate
Probate Administration
Probate Accounting
Spousal Property Petition
Ancillary Probate
Trusts
Trust Administration for Single Person
Trust Administration for Couples
Heggstad Petitions
Probate Code § 17200 Petitions
Accounting Petitions
Petitions for Instructions
Petitions for Modification of Irrevocable Trust
Petitions for Termination of Trust
Probate Code § 850 and § 859 Petitions
Non-Probate Transfers
Small Estate Affidavit Procedure pursuant to Probate Code § 13100
Petition to Determine Succession to Real Property
Joint Tenancy Transfer on Death
Conservatorship
Conservatorship of the Person and Estate
Limited Conservatorship
Business Entity Formation
Corporations (C Corp., S Corp., and Professional Corp.)
Limited Liability Companies (LLCs)
Partnerships (General, Limited, and Limited Liability)
Bylaws and Operating Agreements
The team at McKinley always delivers thoughtful and professional legal services in a timely manner.
John Smith, Tax Law Client
The team at McKinley always delivers thoughtful and professional legal services in a timely manner.
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