Littorno Law Group - Littorno Law Group

Bay Area, San Diego Estate and Tax Planning, Medi-Cal, and Veteran's Benefit Lawyers

Littorno Law Group has office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, California and assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, and Veteran’s Benefits. Our firm practices in many areas of estate planning. This web site was designed to save you time and money by walking you through the basics of estate planning and the associated tax issues. Some other matters with which we assist clients include:

Wills & Trusts

Probate & Estate Administration

Veteran's Benefits

Advanced Estate Planning

Estate Litigation

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Estate Planning Make Your Estate Plan “Letter” Perfect

Are you creating or updating your estate plan? First and foremost, you need a will that divides up your assets among beneficiaries. Then you can complement it with other documents, such as financial and health care powers of attorney and various trusts. What about all those other vital matters...

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Estate Planning Estate Planning Pitfall – You Haven’t Properly Funded a Trust

A trust can form the cornerstone of your estate plan, and they come in a variety of flavors. Indeed, there’s one for nearly any estate planning situation. Here’s a short list of a trust’s potential advantages: trust assets may avoid probate, provides planning flexibility, protects assets and can minimize taxes.

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Estate Planning Have you properly substantiated your charitable gifts?

Are you charitably inclined? If so, and you itemize deductions, you may be entitled to deduct your charitable donations. The key word here is “may” because there are certain requirements and limitations your donations must meet. One such requirement is the need to substantiate charitable gifts with proper documentation.

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If you are in need of an knowledgeable attorney in any of the practice areas above please contact our Bay Area CA Estate Planning, VA Benefits and Medi-Cal Law Firm today.

Littorno Law Group assists clients throughout Contra Costa County from our offices in Pittsburg, Pleasant Hill, San Mateo and Rancho Bernardo, California, including Antioch, Brentwood, Clayton, Concord, Lafayette, Moraga, Martinez, Danville, San Ramon, Pleasanton, Livermore, Fremont, Oakland, Piedmont, San Diego, San Mateo, Escondido, San Marcos, Vista, Oceanside, Carlsbad, Fallbrook, Bonsall, Encinitas, La Jolla, Poway, Rancho Bernardo, Del Mar, and the surrounding areas and suburbs.

800.689.4211

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Name*

First Last

Phone Number*

Email Address*

Type of Matter

Estate Planning

Trust and Probate Administration

VA and/or Medi-Cal Benefits

Estate Planning

New Trust

Update Trust

Metlife Eligibility ID#

ARAG Case Assist #

Do You Own Your Home?

Yes

Approximate Total Assets? $

Name of Decendent

Date of Death

Relationship to you

Residential address of Decedent

Street Address Address Line 2 City State ZIP Code

Did Decedent own the residence?

Yes

Date of Trust, if any

Approximate total assets? $

Name of Trustee(s)

First Last

Name of Claimant

First Last

Relationship to you

Total gross monthly income $

Approximate total assets? $

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