Estate Planning
Hendricks McFarlane provides specialized estate planning advice and preparation. We focus on your individual needs including probate avoidance, tax planning, special needs trusts, planning for minor children, planning for charitable beneficiaries, planning for pets, and a variety of other concerns. We will work closely with you to identify your priorities in the event that you become unable to manage your own finances or health decisions. A basic estate plan will include a will, a power of attorney for finance, and a health care directive. If appropriate, your plan may also include a trust, real estate deeds, guardianship nominations, and/or business transfers.
Probate
Hendricks McFarlane assists clients throughout California to navigate the probate process. We guide you through every element of probate from the initial Petition for Probate and publication of notice, to assisting in arranging appraisals and advising on asset liquidations, to completing the final accounting and distributions. We strive to make the formal and time consuming court process as simple and efficient as possible.
Trust Administration
Hendricks McFarlane provides cost effective and responsive trust administration services. We will assist you in the process of transferring assets after a loved one's death while ensuring that you meet all of the legal, tax, and fiduciary requirements placed on you as Trustee.
Estate/Trust Litigation
Hendricks McFarlane handles litigation matters in the areas of trust and probate disputes, with a particular focus on representing trustees. The strategy is client focused, evaluating the potential of each case and identifying options for dispute resolution that are cost effective, respectful of clients' time, and result in the best litigation outcome.
Guardianship and Conservatorship
Hendricks McFarlane can assist in all phases of guardianship and conservatorship petitions. We recognize that each situation has unique needs and demands, and we will assist you in building the best case possible.
Charitable Advising
Hendricks McFarlane assists charities with formation and tax exemption, gift acceptance policies, gift receipting and use concerns, creation of charitable remainder trusts and endowments, management and board responsibility, and a range of other concerns. Hendricks McFarlane also provide complimentary board trainings on these issues.
Hendricks McFarlane provides specialized estate planning advice and preparation. We focus on your individual needs including probate avoidance, tax planning, special needs trusts, planning for minor children, planning for charitable beneficiaries, planning for pets, and a variety of other concerns. We will work closely with you to identify your priorities in the event that you become unable to manage your own finances or health decisions. A basic estate plan will include a will, a power of attorney for finance, and a health care directive. If appropriate, your plan may also include a trust, real estate deeds, guardianship nominations, and/or business transfers.
Probate
Hendricks McFarlane assists clients throughout California to navigate the probate process. We guide you through every element of probate from the initial Petition for Probate and publication of notice, to assisting in arranging appraisals and advising on asset liquidations, to completing the final accounting and distributions. We strive to make the formal and time consuming court process as simple and efficient as possible.
Trust Administration
Hendricks McFarlane provides cost effective and responsive trust administration services. We will assist you in the process of transferring assets after a loved one's death while ensuring that you meet all of the legal, tax, and fiduciary requirements placed on you as Trustee.
Estate/Trust Litigation
Hendricks McFarlane handles litigation matters in the areas of trust and probate disputes, with a particular focus on representing trustees. The strategy is client focused, evaluating the potential of each case and identifying options for dispute resolution that are cost effective, respectful of clients' time, and result in the best litigation outcome.
Guardianship and Conservatorship
Hendricks McFarlane can assist in all phases of guardianship and conservatorship petitions. We recognize that each situation has unique needs and demands, and we will assist you in building the best case possible.
Charitable Advising
Hendricks McFarlane assists charities with formation and tax exemption, gift acceptance policies, gift receipting and use concerns, creation of charitable remainder trusts and endowments, management and board responsibility, and a range of other concerns. Hendricks McFarlane also provide complimentary board trainings on these issues.
