Need estate planning attorney to help successor trustee
Need a referral to an attorney to help me, as successor trustee of my incapacitated parent's living trust.
My mom is now unable to make her own decisions. I'm her successor trustee. I need help figuring out how best to execute my duties (especially given that I have two siblings who do only a very minimal amount for her with respect to her care). I am strained physically, emotionally, and financially by caring for her. I also need to understand what to do/not do to avoid getting myself into trouble somehow as I'm trying to do what's best for her physically, emotionally, and finanically.
Oct 16, 2023
Parent Replies
Hi - I can recommend Caron Calabrese at Woodward Law. She's in San Diego but was still able to help us with our trust and estate planning. She's specialized in trusts for a long while now. I've also known her personally and she is a lovely person and easy to work with, even remotely. https://cawoodwardlaw.com/attorneys (858) 598-5552
Good luck. That sounds very hard.
We used Summerall Law (https://www.summeralllaw.com/) to create our wills and living trust. They were great to work with and I think could provide the personal touch that you may need. If they are not the right fit, they may be able to refer you to a different attorney.
I had a really pleasant experience with Christina Chung Law. She has a kind but professional demeanor.
We used Rachel Dodson. She was available and accessible. She explained things very clearly. She has worked with me as the trustee, guiding me through the process. https://ayoubdodson.com/