Huber Fox, P.C.

Products And Services

• Wills

  Huber Fox is a reputable law firm based in Sacramento, specializing in estate planning, including wills, trusts, and probate administration. With a focus on providing personalized legal services, the firm's experienced attorneys, including Sacramento Wills Lawyer Huber Fox, guide clients through the complexities of estate planning to ensure their wishes are legally documented and their assets are protected for future generations. Huber Fox is known for its dedication to client satisfaction and its commitment to upholding the highest standards of professionalism and integrity in every aspect of its practice.

  Link: Wills

• Will Drafting

  At Huber Fox, PC., we aim to dispel myths and clarify misconceptions surrounding wills while providing expert assistance in creating and maintaining these crucial legal documents. With our experienced attorneys, clients receive guidance in drafting, modifying, or revoking wills, ensuring clarity and precision in instructing the court according to their wishes. By partnering with us, clients gain peace of mind, knowing they have properly planned to secure their loved ones' future needs.

  Link: Will Drafting

• Will Codicils

  A "codicil" serves as an amendment to a Will and must adhere to the same drafting and execution procedures as the Will itself. It's crucial to avoid altering the original Will by crossing out or adding new terms, as this may lead to disputes over intent and potential invalidation of the entire Will. Utilizing a formal legal codicil to modify the Will can mitigate such issues. Additionally, individuals relocating to California should have their Wills from previous states reviewed by an attorney to ensure compliance with California law.

  Link: Will Codicils

• Will Revocation

  Individuals have the right to revoke their own Will as long as they have legal capacity. However, Wills can also be inadvertently revoked, such as when the original document cannot be found at the testator's death despite being known to be in their possession. To prevent such situations, it's advisable to store Wills and other legal documents in secure locations like safes or safety deposit boxes.

  Link: Will Revocation

• Trust Creation

  In California, revocable trusts, also known as living trusts, are commonly established to bypass the expensive and lengthy Probate Administration process after death. Regardless of estate size, living trusts can dictate asset distribution and designate a trustee, whether a friend, family member, or professional fiduciary, to manage administration.

  Link: Trust Creation

• Management of Trusts

  A Sacramento trusts lawyer is essential for creating or managing trusts within an estate plan. Trusts serve various purposes in simplifying estate matters, but legal expertise is crucial to avoid complications for loved ones in the future. It's vital to ensure all aspects of trusts are legally sound to prevent issues down the line.

  Link: Management of Trusts

• Revocable Living Trusts

  A Sacramento living trusts lawyer from Huber Law Group, A.P.C. can provide assistance with incorporating a living trust into your estate plan. They will collaborate with you to develop a comprehensive plan that addresses all your assets while avoiding typical estate planning pitfalls.

  Link: Revocable Living Trusts

• Irrevocable Life Insurance

  Irrevocable Trusts, including Special Needs Trusts, Discretionary Trusts, Charitable Trusts, Residence Trusts, and Life Insurance Trusts, serve diverse purposes and objectives. For instance, Life Insurance Trusts can facilitate the transfer of substantial gifts to heirs while mitigating gift and estate tax liabilities. Carefully crafted Special Needs Trusts offer valuable support to individuals with special needs, ensuring they receive supplemental benefits without risking the loss of state and federal benefits they rely on.

  Link: Irrevocable Life Insurance

• Special Needs Trusts

  The suitability of an irrevocable life insurance trust for your estate depends on various factors, such as asset liquidity and existing revocable and irrevocable trusts. For personalized guidance on incorporating an irrevocable life insurance trust into your estate plan, schedule a consultation with us to assess your needs and preferences.

  Link: Special Needs Trusts

• Power of Attorney

  It's advisable for individuals to establish a Power of Attorney to designate someone to manage their financial affairs in the event they become incapacitated. This proactive step allows individuals to choose their agents rather than relying on court appointments. To set up a Power of Attorney, contact us to schedule a consultation with one of our attorneys.

  Link: Power of Attorney

• Advance Health Care Directives

  Preparing an Advance Health Care Directive on your own is possible, but errors in wording, signatures, or notarization may lead to rejection by the hospital when it's needed. Our experienced attorneys can help ensure your Advance Health Care Directive is properly drafted to avoid such issues.

  Link: Advance Health Care Directives

• Charitable Trusts

  Donating to causes you support can be fulfilling and is often tax-efficient. Charitable trusts are valuable tools for leaving substantial sums to charity while minimizing estate taxes. They offer favorable tax treatment and are worth considering for those wishing to make significant charitable contributions.

  Link: Charitable Trusts

• Probate Litigation

  Link: Probate Litigation

• Trust Contests

  Link: Trust Contests

• Will Contests

  Link: Will Contests

• Financial Elder Abuse

  Link: Financial Elder Abuse

• Undue Influence

  Link: Undue Influence

• Case Studies

  Link: Case Studies

• Beneficiary Rights

  Link: Beneficiary Rights

• Removal of Trustees

  Individuals serving as trustees carry significant responsibilities outlined in the California Probate Code and the trust instrument. Despite often being family members without prior trust management experience, this choice should be carefully considered. Inexperienced trustees frequently make errors, and while not all mistakes warrant removal, some do.

  Link: Removal of Trustees

• Trustee Surcharge

  Link: Trustee Surcharge