Tax, estate and trust planning, and real estate advice and representation from an experienced attorney.

Call Today

Please Note: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us in person, via telephone or through video conferencing. Please call our office to discuss your options

Estate Planning, Probate And Trust

Why Do I Need A Lawyer To Do An Estate Plan?

Estate planning is an important duty for any adult, but trying to do it on your own can lead to expensive mistakes. This is especially true in California, where the laws surrounding estate plans and trusts are very complicated. It is important to have an experienced and caring lawyer help you with setting up or amending your estate plan.

I am Lawrence T. Ullmann, Attorney At Law. I have helped hundreds of people establish their estate plan. As a tax lawyer, I am prepared to advise on the use of trusts to minimize or eliminate the imposition of estate taxes after you are gone. I will also explain estate planning documents like:

  • Wills
  • Power of attorney
  • Medical directives

I will work closely with you to make sure your plan meets your goals and the needs of your family.

Reliable Estate And Trust Administration

Estate administration is an important responsibility that comes at a difficult time in your life. As your attorney, I can help you guide your loved one’s estate through probate as efficiently as possible, saving you time and money and allowing you to focus on saying goodbye.

If you are a trustee or beneficiary of a trust, you can rely on my advice about the tax obligations and implications of the trust.

Get Your Questions Answered. Call Me Today.

For a consultation about your estate plan, please call 925-977-3898 or contact me via email. My office is located in Walnut Creek.

Have A Question?