Practice Areas Overview
Monterey Area Estate Planning, Trusts and Probate Attorneys
Allen & Allen, P.A., is a preeminent estate planning, trust and probate firm in the Monterey Bay and Pajaro Valley regions. Our reputation for skill, integrity and discretion has been earned over 40 years of practice.
These are our primary areas of practice:
People with substantial estates need to plan for the disposition of their assets upon death, and for the tax consequences that they will encounter. Failure to make appropriate legal preparations can be very costly, and can lead to confusion and even litigation among family members.
When there is a death, all property owned solely by the decedent must pass through a legal process called probate. The court appoints an administrator who must pay creditors and taxes, if any, and make distributions to heirs. Administrators of substantial estates should have legal counsel.
A trustee has taken on a tremendous responsibility. He is responsible to the beneficiaries of the trust, and to the decedent who established the trust. He is responsible to administer the trust and its assets in accordance with the terms of the trust. If a trustee does not have competent legal counsel, he may find himself personally liable, even if his intentions are good.
Dick and Rob Allen have 40 years of experience in these fields. You can count on them to give you guidance.
Other Matters
In addition to the practice areas listed above, we provide a wide range of other legal services to our clients. Many of these are ancillary to our primary practice areas. For example, estates that include ownership in close corporations may at times become involved in business litigation or similar issues.
Our other practice areas include:
- Civil litigation
- Business litigation
- Real estate - purchase and sale agreements
- Drafting easements
- Landlord and tenant
- Title to lands
- Agricultural land leases
- Construction law
We would be pleased to handle any such issues on your behalf.
Please contact us at Allen & Allen, L.L.P. There is real comfort to be had in having a skilled attorney as your counselor. We believe that is what you will find when you meet Dick and Rob Allen.
Allen & Allen, L.L.P.
240 Westgate Drive
Suite 241
Watsonville, CA 95076-2453
Phone: 831-768-7215 • Fax: 831-722-0347 • E-mail
