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, 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.

Wills & Trusts

Probate & Estate Administration

Veteran's Benefits

Advanced Estate Planning

Estate Litigation

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Elder Law When a Client’s Capacity Is in Question: Managing a Financial Crisis in Real Time

There are calls advisors hope they never receive—but increasingly, they are becoming part of the landscape of wealth management. A family member, often a spouse or adult child, contacts you urgently. They are concerned that the client can no longer manage their finances, is making unclear or inconsistent decisions,...

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Elder Law Protecting the Portfolio and the Person: Five Critical Moves After a Client Is Diagnosed with Dementia

A dementia diagnosis changes the nature of the advisory relationship. Before a diagnosis, the focus may be on recognizing subtle changes and cautiously responding. After a diagnosis, it shifts to managing risk, supporting the client, and putting protective structures in place while the client can still participate in decisions.

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Elder Law When a Client’s Behavior Changes: A Guide for Advisors

At some point, most advisors will work with clients who experience cognitive decline. The challenge is that these changes rarely become obvious all at once. They tend to emerge gradually - subtle at first and easy to explain away. A missed detail here, a repeated question there. On their...

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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, 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*

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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? $