Patricia Leong

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Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys

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24 Years

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(925) 830-0684Call Visit WebsiteVisit Website Map & DirectionsDirections3180 Crow Canyon Pl Ste 250San Ramon, CA 94583 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Patricia Leong

Guardianship
The two types of guardians do not have to be the same person. This may be advantageous if the person you feel would do a great job of raising your child, but may not wish to or be suited to handling/investing large sums of money. Some advocate naming a member from each side of the family to ensure that the child retains contact with both sides of the family. Many families name the same person to handle both types of Guardianship, and many family name different individuals to manage the different types of Guardianship.

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Places Near San Ramon with Attorneys

Bishop Ranch (1 miles)
Danville (6 miles)
Diablo (7 miles)
Dublin (9 miles)
Alamo (10 miles)
Castro Valley (14 miles)

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Email

Location

Canyon Place Office Park

AKA

Leong Patricia Attorney

Leong, Patricia, ATY

Patricia Leong Atty

Leong Patricia

Patricia Leong Attorney at Law

Other Links

https://www.patricialeong.com

http://patricialeong.com

Categories

Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Tax Attorneys, Trust Companies, Wills, Trusts & Estate Planning Attorneys

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Phone: (925) 830-0684

Address: 3180 Crow Canyon Pl Ste 250, San Ramon, CA 94583

Website: https://www.patricialeong.com

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Patricia Leong

Guardianship
The two types of guardians do not have to be the same person. This may be advantageous if the person you feel would do a great job of raising your child, but may not wish to or be suited to handling/investing large sums of money. Some advocate naming a member from each side of the family to ensure that the child retains contact with both sides of the family. Many families name the same person to handle both types of Guardianship, and many family name different individuals to manage the different types of Guardianship.

Trusts and Estates

Estate Planning
Estate Planning is making a plan to ensure that you and those you care about can be protected should you become disabled or pass away. You need to decide what your goals are in planning your estate and take steps to implement them.
Wills
Trusts
This form will allow you to calculate the fee that the attorney AND the executor would be entitled to collect for conducting the probate(court proceeding) of your estate. Having a will does not avoid probate. The method of calculation is set by California law. By inputting your information, you can compare the fees to the cost of setting up a living trust, which typically ranges from $4,000 to $4,500.
Power of Attorney
Durable Power of Attorney for Property Management-You can grant an agent pretty much any powers you wish to grant. A power of attorney can also be limited to a single function. A power of attorney is only valid during your lifetime. Once you are dead, it cannot be used. Its use is mainly in handling your financial affairs during times of incapacity.
Probate
Attorney at Law, She was born in Bremerhaven, Germany. Admitted to the California Bar 1992. Education: University of Santa Clara 1982 BSC Finance; Golden Gate University School of Law- 1991 Juris Doctor, Taxation Law Award. 1996 MS Taxation. In private practice since 1992 handling Estate Planning, Wills, Trusts, Powers of Attorney, Estate Taxation, Trust Administration and Probate matters. Pat has been designated a Specialist in the areas of Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California. She continually attends seminars in her practice areas to ensure that she provides her clients with the most current estate plans under California law. Pat is happy to speak on estate planning issues to local groups. Pat lives in Danville with her husband, Bob, and has four adult children. She enjoys being a part of her community while serving her church and tutoring at the School of Practical Philosophy.

Tax Law
How does it avoid probate? A trust is a separate legal entity that survives your disability or death. If such an event occurs, the trust document has instructions on what to do. You will have decided on who is to be the successor trustee, and how the money is to be handled. You may have left instructions that the trust is to continue, so that the money can be used to care for your children until they are mature enough to handle it themselves. The instructions may make provisions for the funds to be divided up immediately. A separate trust can be set up for tax planning purposes. Any legal work that needs to be done is usually minimized, and can be paid for based on the work needed, not a statutory fee.

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