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Probate

Experienced San Francisco Bay Area Probate Lawyers

Probate is the legal process of distributing assets to heirs and beneficiaries. It is an efficient process for administering an estate and handling any unsettled claims made by creditors or family members.

M C Hall & Associates, Attorneys and Counselors at Law, has been advising clients during probate and estate administration for more than 25 years. We invite you to contact us by e-mail or at 415-512-9865 to learn how we can help your family.

Efficient, Effective Probate Counsel

Effective estate administration requires detail orientation and a keen understanding of the nuances of probate court procedures. More than a simple matter of ensuring compliance with a detailed set of rules, informed probate or trust administrative counsel can affect fundamental questions about the estate such as who can inherit and who can challenge perceived inequities.

For example, recent revisions to the California probate code have limited the applicability of "no contest" clauses in trusts, which purport to prohibit beneficiaries from challenging the terms of the trust in any way under pain of disinheritance. Without knowledgeable counsel, a trust beneficiary might never realize he or she might have a right to contest unfavorable trust terms.

We advise probate executors or administrators as they perform all the legal duties associated with probate. We can assist in arranging proper valuation of estate assets, determination and payment of outstanding debt, fair evaluation of probate costs, fiduciary pay, and estate taxes, filing of final income tax and estate tax returns, and the ultimate distribution of the remainder to appropriate heirs and beneficiaries.

Probate Litigation

Probate disputes such as will contests and trust disputes do arise and often involve allegations of conflicts of interest, self-dealing, fraud, failure to follow the terms of a will or trust, improper administration, "no contest" clauses, or even financial elder abuse. Whatever the source of the dispute, we are experienced trial lawyers well able to protect our clients' interests in probate court.

For more information or to schedule an appointment, contact us by e-mail or at 415-512-9865.