Business Details
Trusted Estate Planning & Probate Attorneys in Diamond Bar
Established in Diamond Bar, California, our law firm specializes in estate planning, trusts and probate law, and Medi-Cal planning. With over two decades of experience, we provide personalized legal solutions tailored to each client's unique needs. Our team holds specialized certifications from the State Bar of California and maintains active memberships in prestigious legal organizations. We offer comprehensive business planning services, including corporate compliance reviews and succession planning. Our attorneys have extensive experience in federal tax law, asset protection strategies, and elder law matters.We prioritize direct client communication, offering no-charge consultations and transparent fee structures. Our practice combines technical expertise with compassionate service, ensuring clients receive both legal proficiency and personal attention. We serve clients throughout Southern California, helping families and business owners protect their assets and plan for the future. Our commitment to excellence has earned us consistent positive feedback from clients and professional referrals over many years.
Services
Estate Planning
Probate Law
Business Planning
Medi-Cal Planning
Trust Administration
Highlights and features
- Certified specialists in estate planning and probate law
- Over 35 years combined legal experience
- Personalized approach to client needs
- Transparent fee structures with no charge consultations
- Active involvement in legal professional organizations
Associations and certifications
- State Bar of California Board of Legal Specialization
- National Academy of Elder Law Attorneys, Inc.
What people say
Knowledgeable and kind
Trustworthy and understanding
Detailed and responsive
Made things easy
Highly recommend
Services
Estate Planning
Our estate planning services help clients protect assets and ensure proper distribution after death. We create customized wills, trusts, and advanced directives tailored to individual needs. Our attorneys guide clients through complex tax implications and legal requirements to provide comprehensive solutions.
Probate Law
We assist executors and beneficiaries through the probate process, ensuring proper asset distribution according to wills or state law. Our services include court representation, document preparation, and dispute resolution. We help clients navigate complex probate requirements efficiently and cost-effectively.
Business Planning
Our business planning services include entity formation, compliance reviews, and succession planning. We help business owners maintain proper legal formalities, protect personal assets, and minimize tax liabilities. Our attorneys provide ongoing support for corporate governance matters.
Medi-Cal Planning
We help families navigate Medi-Cal eligibility requirements while protecting assets. Our planning strategies ensure clients receive necessary care while preserving wealth for future generations. We provide guidance on complex qualification rules and asset protection techniques.
Trust Administration
We guide trustees through post-death trust administration, including asset inventory, tax filings, and distribution processes. Our services ensure proper compliance with legal requirements while minimizing delays and costs. We help beneficiaries understand their rights and responsibilities.
People
Michael W. Brown
Founder
Certified estate planning specialist with over 20 years of experience. Member of State Bar of California's Trust and Probate Law Section. Former Chairman of American Heart Association's Planned Giving Committee.
C. Timothy Genovese
Managing Partner
Experienced attorney with 35+ years in estate planning and probate law. Former civil litigation and criminal defense attorney. Focuses on compassionate legal solutions for estate and trust matters.
Questions
What estate planning documents do I really need?
Every adult should have a will, durable power of attorney, and healthcare directive. Depending on your situation, we may recommend trusts or other specialized documents to protect assets and ensure proper distribution.
How can I avoid probate court?
Properly funded living trusts are the most effective way to avoid probate. We help clients establish these trusts while ensuring they meet all legal requirements and address specific asset protection needs.
What's involved in Medi-Cal planning?
Medi-Cal planning involves strategic asset protection while meeting eligibility requirements. We help families preserve assets while ensuring access to necessary long-term care services through legal planning techniques.
Do I need an attorney for business succession planning?
Yes, professional guidance ensures proper transfer of business interests while minimizing tax implications. We help create comprehensive succession plans that protect both business assets and family interests.
How are legal fees structured for estate planning?
We offer transparent fee structures with no-charge initial consultations. Costs depend on document complexity, with clear pricing provided before any work begins to ensure complete cost understanding.
