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

View All Service Areas

Estate Taxes Intrafamily Loans vs. Trust Loans

Two methods for providing financial help to a loved one If a relative needs financial help, you can offer an intrafamily loan. However, if it’s not properly executed, such a loan can carry substantial negative tax consequences. Also, if you lack liquid assets, an intrafamily loan may not be...

View Full Article

Estate Planning Handle an Inherited IRA With Care

An inherited IRA can be a welcome financial windfall. But the rules governing required minimum distributions (RMDs) from these tax-deferred accounts are complex. IRA recipients should familiarize themselves with these rules to avoid potentially costly tax mistakes. End of the “stretch” IRA Until relatively recently, IRA...

View Full Article

Estate Planning Estate Planning Red Flag – You’ve Sent Your Child to College Without an Estate Plan

As you create a checklist of things your college-aged student will need for the upcoming school year, a critical, and often overlooked, item is an estate plan. Even though your child likely has few assets to his or her name, a basic estate plan is a necessity should the unthinkable happen.

View Full Article

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

"*" indicates required fields

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? $

Comments (Robots)

This field is for validation purposes and should be left unchanged.