At SFBBG, our estate planning, probate, and trust administration group is priviledged  to help families plan for the future. We take a comprehensive approach that helps clients  get the outcomes they desire  without avoidable  delays.

When it comes to our firm, sensitivity to the needs of our clients is paramount. We are focused on developing plans and drafting documents that will ensure our clients  goals are adhered to, both now and in the future. Please contact us to discuss your planning needs.

Estate Planning

Planning for the future is one of the most important steps individuals and families can take to preserve wealth and ensure their wishes are carried out. At SFBBG, we work closely with clients to design customized estate plans that reflect their personal goals, while also considering vital matters such as minimizing tax burdens and reducing the potential for disputes. There are few things more difficult than disagreements among family members when an estate is being distributed, and we l work tirelessly to ensure your loved ones avoid that experience.

Our attorneys draft wills, trusts, powers of attorney, and healthcare directives that provide clear direction for lifetime management and the future distribution of client’s assets. We also advise on more sophisticated planning strategies, focusing on everything from gifting to family business succession. With careful planning, we help clients protect their legacy and ensure their affairs are in order.

Probate

The probate process can be complex, time-consuming, and emotionally challenging for families already coping with the loss of a loved one. SFBBG helps clients avoid the probate process, and assists executors, administrators, and beneficiaries in navigating every stage of the process. This starts with filing wills with the appropriate probate court and continues through facilitating the distribution  of  a client’s assets to the selected beneficiaries.

We ensure compliance with all court requirements, resolve creditor claims, and address disputes that may arise among heirs or other interested parties. Our attorneys provide guidance for estates of all sizes, including those that may qualify for simplified procedures.

Trust Administration

Trusts often serve as key components of an estate plan, but their administration requires careful attention to both fiduciary duties and legal obligations. SFBBG advises trustees on their responsibilities, including advising on procedures pertaining to managing trust assets, making distributions, accounting to beneficiaries, and complying with state and federal laws. We also assist in resolving disputes between trustees and beneficiaries, helping to balance the interests of all parties while ensuring that the trust’s purposes are fulfilled. For families, trusts can provide a flexible and efficient way to manage wealth across generations, avoid probate, and protect assets from potential risks. Our attorneys provide the guidance trustees need to administer trusts with confidence and integrity.

Reach Out to SFBBG

Ready to plan for the future? Our estate planning attorneys are here to help. Whether a person  needs a will, has questions about the probate process, or has been tasked with administering a trust or estate, our estate planning team has the answers you need. Contact us to learn more. 

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Contact our estate planning team today.

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Client Testimonials

I had the privilege of working with Adam Maxwell and the team at SFBGG during a challenging legal battle with former business partners. From the outset, Adam and his team were proactive, empathetic, and fully committed to first fully understand my situation, and then fight for my interests. Their focus on service was evident in every interaction—always keeping me informed, addressing my concerns, and strategizing effectively to protect my company and me.

 

Sandra Mertens provided excellent work and guidance throughout this process. We truly felt you were 100% in our corner, and we greatly appreciated your candor and willingness to give clear advice. That level of commitment isn’t always easy to find. We’re very grateful for everything you did to help us get this across the finish line.

 

Christian Manalli has been our estate attorney for over twenty-five years. As our family circumstances have changed through the years and our financial needs have changed, Christian has been there every step of the way. He has always taken the time to listen and ask questions to understand our ideas for our family’s future and is always there to answer questions. My wife and I have trusted him with our family’s financial future. And now our children are entrusting Christian for their generational estate planning.

 

“Well done, Adam Glazer and Andrew Johnson! Like I said before, we know we had the best representation we could possibly have had.”

 

My previous attorney’s decision to seek other employment instead of focus on my case was a blessing in disguise, as it led to my meeting SFBBG and Sandra Mertens and very quickly gaining confidence that they have my back. I take great comfort in knowing that I am being very well represented.