about

About My Practice

A solo practitioner, I maintain my private practice in the city of Manteca, California. My practice is devoted to a full range of estate planning from larger estates to Medi-Cal planning for long term care, from addressing ElderLaw issues to planning for multi-generations. I work with my clients to create documents based on their needs and wishes. In the event of illness, incapacity or death, I work with families, couples and individuals providing assistance with such matters as conservatorships, trust administration and probate.

The cases I work often require special, individualized attention or have out-of-the-ordinary issues, such as out-of-state and out-of-country executor or trustee or caregiver. I work regularly with conservatorships, probates, and other cases utilizing emerging law; such as Elder Abuse and health care advocacy. In connection with conservatorships, I am also appointed by the court to represent conservatees during the conservatorship process or beneficiaries in contested probate matters.

Because of my work with people who have catastrophic illnesses such as Alzheimer's Disease, I am involved with the 'family' aspect of client issues in connection with providing assistance to a designated caregiver child, protection to the spouse living at home whose husband or wife is in a nursing home, individuals with Special Needs, second marriages, and Medi-Cal long-term care benefits.

I am also involved in the right-to-die cases and other cases related to health care issues which has led to my working with health care professionals and professional fiduciaries.

In the event of incapacity or death of a family member, my practice also includes working with trust and estate administration. I assist clients or families where an individual may have met with and employed a non- professional planner or trust mill resulting in inadequate estate planning documents.

I enjoy my work in my community both as a speaker and on a pro bono basis. I work with and speak to groups such as The Alzheimer's Association, Alzheimer's and Parkinson's support groups, and AARP, seminars for corporate and private groups, working with the elderly, and local senior citizen's centers. As part of my investment in the community, I speak to professional, religious and community groups such as professional investment organizations, local Rotary groups, The Lions Club, Chambers of Commerce and other fraternal organization.

I also volunteer my time with Senior Adults Legal Assistance. I am a past chair of the Education Committee of the Santa Clara Bar Association. I work with, and am a member of, many local organizations such as the South San Joaquin Hispanic Chamber of Commerce, the Manteca Convention and Visitors Bureau and am working with Community Action Referral & Education (C.A.R.E.) - We care for seniors.

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