Walnut Creek Elder Law and Estate Planning Attorney

Most cases are complex and have issues that touch on all of the below practice areas:

Estate Planning  

These services include drafting Wills, Trusts, Powers Of Attorney, Health Care Directives, and other key supporting documents for estate plans. Matthew also has experience drafting Special Needs Trusts and can assist with planning for those with special needs.

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Trust & Estate Administration

These services include Probate Administrations and Trust Administrations.  Both of these processes can be extremely complex and Matthew takes pride in helping guide clients through Probate and Trust administrations to the point of distribution.

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Probate & Trust Litigation

Matthew has extensive experience with Probate and Trust litigation.  Litigation can be an emotional process, especially when family members are fighting over their legacy. His first focus is always on mediating these disputes, whenever possible, and assuring that clients see the best possible outcome.

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Probate

Dealing with the passing of a loved one can be very difficult. It is sometimes challenging during this emotional time to determine whether a Probate proceeding is necessary. Probate is a court proceeding designed to collect assets and distribute them pursuant to a Will, or the law of intestancy, which is invoked if someone passes without a will. 

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Conservatorships 

A Conservatorship is when the Court appoints a person (such as a friend, family member, or even professional) to act as an agent for another.  I have handled many Conservatorship matters ranging from the basic to the complex.  I handle Conservatorship litigation and, similar to the Will and Trust litigation, my main focus is attempting to mediate these matters.  I am also on the county panel which appoints attorneys to represent the elderly who lack the capacity to help themselves.

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Financial Elder Abuse  

Matthew handles these matters whether they are in the civil codes, probate codes, or even based on Welfare and Institution code sections.  These services include elder abuse restraining orders and elder abuse litigation.  

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MediCal Planning/Public Benefits

Matthew has extensive training and experience with Medi-Cal law.  This includes both processes to obtain Medi-Cal eligibility, set up Special Needs Trusts to maintain public benefits, and avoid any state claim after the Medi-Cal recipient passes.  I am on the county panel appointing attorneys to represent potential Medi-Cal recipients to ensure that their interests are fully protected.

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Special Needs Planning

For adults with special needs, a Limited Conservatorship is often put in place. Limited Conservatorships are similar to Conservatorships, but for instances where parents want to manage the care of a special needs adult. Matthew represents both the parents in these matters, as well as special need adults. He is on the Contra Costa County panel appointing attorneys to represent adults with special needs.

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