Wills and Trusts

California Legal Counsel Skilled in Estate Planning

At the Bez Law Firm, P.C., in Sacramento, California, we provide client service in drafting simple and complex wills and trusts. To learn how our approach to client service and careful attention to detail can benefit you, contact us at 916-643-9624 for a free initial consultation.

Personal attention in simple and advanced estate planning

Whether a basic estate plan will meet your family's needs, or you want advice about estate tax liability management or probate avoidance, we can help you. No matter what combination of trusts, powers of attorney, or Medicaid planning instruments you might need, you can count on attorney Dena Bez for attentive and responsive client service. She integrates estate planning knowledge into her divorce and family law practice to address situations ranging from property division to adoption of a new child.

Creating a will that meets your needs

By creating a will, you make your final wishes known not only to your family members, but to the courts. A will allows you to choose how your assets and personal possessions will be distributed to beneficiaries. Passing away without a will in place, also called dying intestate, will allow the court system to make decisions pertaining to the distribution of your property.

Establishing trusts

Trusts can be multi-functional. For those with significant assets, trusts allow you to choose how your money will be distributed to your heirs over a period of time. A trust can also be put in place to handle your finances in the event of your incapacitation. Trusts can also be beneficial in limiting tax implications regarding charitable donations and planned giving.

Do you have a will or trust dispute? Call Dena Bez at 916-643-9624

The Bez Law Firm, P.C., handles the full range of probate litigation matters, ranging from will contests and undue influence claims to guardianship, conservatorship or breach of fiduciary duty claims against trustees, estate administrators or guardians.

Dena Bez and staff provide highly personalized and practical client service in estate planning matters. To learn how you can benefit from our approach to your needs, contact the Bez Law Firm, P.C.