Areas of Practice

 

estate planning 

Most people have failed to plan for the do not have an estate plan. And they are surprised to learn that they actually do have a plan. In the absence of a formal estate plan, your estate will be distributed after death according to California’s laws of intestacy – and the IRS. This may not be the plan you would have chosen. A properly drafted estate plan will replace the terms of the State's estate plan with your own.

The primary objectives most people have for having an estate plan include the following:

Care of Spouse or Partner

Provide for Minor Children

Support of Other Beneficiaries

Prepare for Incapacity

Minimize Estate and Gift Taxes

Avoid Probate

Make Appropriate End-Of-Life Decisions

A core estate plan will include the following documents:

  • Revocable Living Trust
  • Will*
  • Durable Power of Attorney*
  • Advanced Health Care Directive*
  • HIPAA Release*

* separate document for each spouse as appropriate.


GURADIANSHIP




estate administration

The Wood Legal team works with individuals, families, and businesses to strategically plan for the creation and transfer of wealth for multiple generations. 

The Wood Legal team thoughtfully supports families that have members with differing abilities incorporating Supplemental Needs Trusts to protect governmental benefits while enhancing the quality of life.

The Wood Legal team will support the legacy builder to impact his or her community by developing charitable giving plans.


ELDER LAW/ MEDI-CAL PLANNING 

Whether you run a theater, recording studio, or an eCommerce website, all businesses need to minimize their legal liability and risk. Our lawyers will assess the structure of your operation, such as its physical or digital space, the types of products you sell, who your consumers are, what type of company you have filed under (LLC, Inc, etc.), and so on. From there, we will tailor the right risk plan, complete with permit applications, insurance policies, and more, so you can worry less about liabilities and concentrate on growing your business.


DISPUTE RESOLUTION 

Whether you run a theater, recording studio, or an eCommerce website, all businesses need to minimize their legal liability and risk. Our lawyers will assess the structure of your operation, such as its physical or digital space, the types of products you sell, who your consumers are, what type of company you have filed under (LLC, Inc, etc.), and so on. From there, we will tailor the right risk plan, complete with permit applications, insurance policies, and more, so you can worry less about liabilities and concentrate on growing your business.



Incapacity planning 

You can become temporarily or permanently incapacitated if you suffer an illness or an injury which will create substantial complications and tough choices for your family members if you haven’t planned ahead. Protect yourself and the people you love by making sure you have planned in advance.

The Wood Legal team provides invaluable assistance with the incapacity planning process. We can help you to address important issues like what kinds of medical care you wish to receive, how to pay for nursing home care, and who will manage your assets if you cannot.  

Give us a call for personalized consultation


SPECIAL NEEDS TRUST 

Our team thoughtfully supports families that have members with differing abilities by incorporating Supplemental Needs Trusts to protect governmental benefits while enhancing their quality of life and ensuring they receive every penny you intend for them. 


BUSINESS STRATEGY

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particulars of venture financing. We offer a competitive advantage that can help you save money and make more of it in the long run. We’ve steered corporations like Tap Unlimited and Hydrocycle with a balance of legal, business, operational, and financial strategies that had clear execution and built-in problem-solving contingencies. Our holistic approach is essential to any company looking to grow.