Estate Planning, Trusts & Probate
Gregory R. Ryan - Senior Partner
Wayne B. Brosman - Partner
Sepideh Yermian - Associate1
Estate planning, Trusts and Probate
Ryan & Associates offers a variety of estate planning services. We assist our clients in achieving their goals of protecting and transferring their wealth, eliminating or reducing estate taxes, avoiding probate, and minimizing the risk of will contests.
A sample of the type of documents and techniques that we use include:
- Revocable Living Trusts
- Life Insurance Trusts
- Charitable Trusts and Foundations
- Durable Powers of Attorney for Economic Matters
- Durable Powers of Attorney for Health Care
- General Assignments to Living Trusts
In addition to drafting and customizing the above-referenced documents, we assist our clients in funding their trusts by preparing the necessary documentation to transfer assets such as real property, bank/brokerage accounts, stocks, life insurance policies and retirement accounts. We also provide complimentary Notary Public services to our Estate Planning clients.
Probate and Estate Administration
Ryan & Associates also assists our clients in the probating of wills and other estate administration. Estate administration includes the probate process, as well as non-probate transfers of the deceased person's assets. Ryan & Associates has extensive experience with California's probate process and assists its clients to ensure that the deceased person's assets are distributed correctly. We also have experience in the administration of trusts and estates, and in matters involving conservatorships or guardianships.
Probate and Trust Litigation
Unfortunately, a significant number of disputes over probates and trusts result in litigation. Ryan & Associates has significant experience in representing beneficiaries and executors/trustees in litigation over wills and trusts. We recognize that contests can be very emotional and take that into consideration when advising our clients. Our goal is to counsel our clients, and assist them through difficult times, while vigorously representing and defending their interests.