Morgan Law Group Wills, Trusts and Estate Planning

At Morgan Law Group, we understand that everyone has different goals, dreams, and concerns. Therefore, when you come to us for assistance, we will help you reach your estate planning goals by focusing on the things that matter most to you and your family. In addition to planning for what will happen after you pass away, we place special emphasis on planning for the inevitable changes in daily life. When you trust us to help you meet your estate planning goals, you can rest assured that you’ve made the right decision for you and your loved ones. At Morgan Law Group, we offer the following legal services:

Estate Planning

Estate planning is for everyone, regardless of income, assets, or age. If you don’t have an estate plan in place, then the state of California will make important decisions for you and your family. This rarely works out well. On the other hand, when you work with our talented attorneys to draft an estate plan, you can rest assured that your assets will be distributed as you intend, your loved ones will be provided for, and your wishes will be honored both during life and after death. 

At Morgan Law Group, we will take the time to get to know you and your family, taking your concerns, goals, and other issues into account as we help guide you through the estate planning process. We also understand that estate planning is a team effort, so our talented attorneys will answer any questions you may have as we design an estate plan that meets your needs.

Planning for Your Children

As a parent, you want what is best for your children. However, without proper planning, your children’s future may be at risk should anything ever happen to you. Specifically, if you fail to execute certain legal documents, your children’s future will be at the mercy of the court—and the court’s plans for your children are unlikely to align with your own. At Morgan Law Group, we will take the legal steps necessary to ensure that your children are always cared for, and this includes newborns, young adults, and adults with special needs.

Trust Administration

Estate Planning LawyerTrusts offer many legal advantages, including the avoidance of probate, which is an expensive, time-consuming process. However, the trust administration process can be complicated and time consuming, especially for an inexperienced trustee. At Morgan Law Group, we provide assistance to trustees to ensure that they can successfully navigate the trust administration process. If you are a trustee, we are available to guide you through the trust administration process and answer any questions you have along the way. Our primary objective is to make the trust administration process as easy, understandable, and stress-free as possible for trustees and trust beneficiaries.

Probate

If your loved one died without an estate plan, you will probably have to go through the probate process. Probate is a court-supervised process that helps to ensure the transfer of assets from a deceased party to his or her legal heirs or beneficiaries. Probate is expensive, time-consuming, and public. And although probate can be avoided with a well-crafted estate plan, there isn’t much that can be done to avoid it once a person passes without an estate plan in place. However, there are steps that can be taken to make the probate process more efficient and to avoid unnecessary costs.

If you must go through the probate process, the best thing you can do is obtain the assistance of an experienced probate lawyer. At Morgan Law Group, our probate lawyers will evaluate your situation and determine the best way to reduce your costs and ensure the efficiency of the probate process. When you come to us for assistance, our primary goal is to make the probate process as easy as possible for you and your family.

Disability and Incapacity Planning

Estate planning isn’t solely about determining what happens after you pass away. Rather, through an estate plan, you can address the possibility that you may one day become unable to handle your own affairs. Specifically, an estate plan can determine who will handle your medical, financial, and legal affairs should you ever become incapacitated. Without a plan in place, the court will make these decisions for you, and this rarely has a good outcome. In addition, when you fail to make these types of arrangements via an estate plan, patient privacy laws may prevent your loved ones from accessing your medical information during an emergency situation, forcing them to go to court to fight for the right to have a say in your treatment. This can be an expensive, lengthy, and time-consuming process.

Luckily, you can avoid these negative outcomes by working with an estate planning attorney to execute medical and financial powers of attorney that allow you to designate someone you trust to make these types of important decisions for you. At Morgan Law Group, we will work with you to craft a comprehensive and integrated plan for incapacity, ensuring that all of your estate planning documents work together to give you and your family the maximum protection.

Special Needs Planning

Parents of children with special needs face unique challenges. In addition to the daily struggles of raising special needs children, parents often worry about what will happen to their children with special needs in the future. Luckily, this is a burden that can be relieved by working with a special needs trust attorney. Whether your child suffers from physical, mental, or other challenges, a special needs trust attorney can work with you to anticipate and proactively address your child’s future, ensuring that he or she will be protected for years to come.

At Morgan Law Group, we will work with you to ensure that your child with special needs will be cared for when you are no longer able to do so or pass away. Our experienced special needs trust attorneys offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances faced by you and your special needs child. 

Elder Law Medical Planning

People today are living longer than ever before. While this is certainly a great thing, it also means that more seniors than ever will require long-term care at some point in their lives. Whether this means a long-term stay in a nursing home or in-home assistance, it is a fact of life that most of us will require such care when we reach a certain age. If you fail to plan for this while you’re still able to care for yourself, you can create a lot of problems for you and your loved ones down the road. However, by addressing the issue of long-term care now with an experienced elder care lawyer, you can rest assured that both you and your loved ones will be in a good position should you ever require long-term care.

Whether you are planning for yourself or your senior parents, the elder care lawyers at Morgan Law Group can help you and your loved ones prepare for the medical, financial, and legal challenges that accompany the aging process. We will help you develop a comprehensive elder law plan to ensure your wishes and preferences are honored in the future. In addition, via the estate planning process, we will help protect you and your assets should you ever become incapacitated and require nursing home or assisted living care.

Asset Protection

asset protection attorneys

If you have significant assets, all it takes is one negative event to put them at risk. Theft, divorce, health issues, inheritance, employee disputes, creditors, theft, malpractice lawsuits, changing markets, sexual harassment claims, disgruntled employees and business partners, and natural disasters are just a few of the issues that can wipe you out if you aren’t prepared. Luckily, with the help of an asset protection attorney, there are steps you can take to ensure that your assets remain safe.

At Morgan Law Group, we will work with you to determine the appropriate level of asset protection planning for your unique situation. Among the many options we will consider when assessing your situation are prenuptial agreements, LLCs, insurance, corporations, gifting, asset protection trusts, and asset segregation. Through proper advance planning with smart asset ownership structures, our experienced asset protection attorneys will place a defensive shield around your assets that discourages potential litigants from suing you and provides you with leverage in settling legal claims. We understand that every client who walks through our door is unique, so we will implement a custom asset protection strategy that will protect your assets while you are alive and after you are gone.

Pre-marriage Planning

The last thing an engaged couple wants to think about before marriage is the possibility of divorce. Unfortunately, however, the fact is that the divorce rate in California is around 60%. Therefore, the smart thing for couples to do prior to marriage is ensure that they are legally protected.

If you live in California and are planning on getting married, you should strongly consider premarital planning. At Morgan Law Group, we will work with you to ensure that your assets are protected should your marriage end in divorce. We understand that the premarital planning process goes far beyond the creation of a California premarital agreement. Rather, we view premarital planning as one component of the overall estate planning process, and we’ll work with you to ensure that your estate plan accounts for the possibility of a divorce in the future. In addition, we understand that premarital planning ultimately should benefit both partners in a marriage, so we will work with you and your partner to ensure that your finances are in order and to establish guidelines designed to avoid future financial misunderstandings.

Trust Modification or Amendment

If you’ve already established a trust via the estate planning process, congratulations—you’re already ahead of the game! However, if you have a trust in place, it’s necessary to periodically go back and review it to ensure that it reflects your current situation and wishes. If your wishes regarding your trust assets have changed, or if it’s been over three years since you last updated your estate plan, you should strongly consider contacting an estate planning attorney for assistance.

At Morgan Law Group, our experienced attorneys can help you review and modify your revocable trust. During your comprehensive estate plan review meeting, our attorneys will review your current situation and ensure that we have a complete understanding of your personal and financial goals. Next, we will work with you to modify or amend your trust in a manner that provides the maximum amount of protection to you, your family, and your trust assets.

Young Adult 18+ Planning

attorney for child planningAs a parent, you are tasked with handling the medical and legal affairs of your children. However, the day your child turns 18 years old, he or she is a legal adult. This means that you no longer have the right to make medical or legal decisions for your child. Unfortunately, many young adults aren’t prepared for the responsibility of handling their own affairs. However, if your child executes legal documents that give you the right to assume certain legal duties, you can continue to remain involved in his or her legal and medical affairs. Without this legal documentation in place, you may be unable to access your child’s medical information or participate in his or her legal affairs. At Morgan Law Group, our young adult estate planning attorneys will work with you and your child to develop a legal plan that meets both of your unique needs.

Contact a California Attorney for Assistance

If you require legal assistance with any of the above areas, Morgan Law Group is here to help. When you come to us with a legal issue, our experienced attorneys will do whatever it takes to ensure that your matter has a successful outcome. So, if you need help with a legal matter in California, please contact us or book a call to speak with us about your needs.