Shigekuni Laurie Law Offices

Attorneys, Accident & Property Damage Attorneys, Automobile Accident Attorneys

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(415) 584-4550Call Visit WebsiteVisit Website Map & DirectionsDirections2555 Ocean AveSan Francisco, CA 94132 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Francisco with Attorneys

Daly City (3 miles)
Brisbane (9 miles)
South San Francisco (10 miles)
San Bruno (12 miles)
Pacifica (13 miles)
Sausalito (14 miles)

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Email

BBB Rating

Extra Phones

TollFree: (800) 417-5250

Payment method

check, paypal

Neighborhoods

Merced Manor, Southwest San Francisco

AKA

Laurie Shigekuni Law Office

Laurie Shigekuni & Associates

Other Links

https://www.calestateplanning.com

http://calestateplanning.com

https://www.calestateplanning.com/contact

Categories

Attorneys, Accident & Property Damage Attorneys, Automobile Accident Attorneys, Divorce Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Legal Service Plans, Tax Attorneys, Trust Companies, Wills, Trusts & Estate Planning Attorneys

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Details

Phone: (415) 584-4550

Address: 2555 Ocean Ave, San Francisco, CA 94132

Website: https://www.calestateplanning.com

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Shigekuni Laurie Law Offices

Divorce

Auto Accidents

Trusts and Estates

Estate Planning
Estate planning documents have BOTH financial and personal purposes. tHEY REDUCE RISKS OF SOME TAXES AND FEES and they express care for people close to you.
Wills
We begin by reviewing and analyzing the will and trust, to understand the decedent's wishes. Assuming the will does not need to be submitted to the court for probate, we may work with a surviving joint tenant to remove a deceased joint tenant’s name from a shared title, or we may guide an executor and/or trustees in tasks such as opening an executor bank account, locating assets, updating titles on trust accounts, arranging for preparation of tax returns, paying debts and taxes, and wrapping up the estate and/or the decedent’s trust. Topics for guidance might include tax implications of after-death elections, effects of distribution timing choices, property management issues, or approaches to distributing assets or selling assets to distribute the proceeds.
Trusts
A special needs trust is designed to distribute a gift or other large lump sum over time, in the form of in-kind assistance with "special needs," so it does not harm a beneficiary's ability to make use of Medi-Cal or Supplemental Security Income (SSI). This can be life-saving when a beneficiary otherwise would be trying to meet most needs with inadequate cash income in order to continue on benefits that cover necessary medical treatment and/or attendant services.
Power of Attorney
In a durable power of attorney the creator of the document (the “principal”) appoints another person (an “agent” or “attorney-in-fact”) to act on the principal’s behalf. A Durable Power of Attorney for Finances (DPAF) allows the principal to appoint an agent to manage the principal’s financial affairs.
Probate

Tax Law
It is important to review the phrasing of house titles to see if they have the intended effect. A home might be owned through a trust, or with a spouse/RDP or children in the form of “joint tenancy” or “community property with right of survivorship.” Or, following a pre-2017 style of Medi-Cal planning advice, aging homeowners may have transferred the home to their children while retaining a right to live there – a “life estate.” (Life estates of this type may now have further disadvantages under provisions of the new Proposition 19 property tax law, which took effect in February 2021.) If these or other asset protection steps have not been taken, then all or part of a home's value may be subject to probate.

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