Probate Services: for San Diego, Imperial, Riverside,
Los Angeles, & all Other California Counties
If you need a reasonably-priced, expert attorney to handle a California probate, living trust, or no-will inheritance, I can help you. I'm California tax lawyer R. Anthony Bauman, APLC, an AV-rated tax attorney. My office provides fast, skilled legal help for all inheritance situations, including probate of a will, administration and inheritance under a living trust, representation of trustees under a living trust, and no-will / no living trust inheritance situations, called "intestate succession. I work to minimize estate and gift taxes and probate fees wherever possible; many of my clients have saved thousands of dollars as the result of hiring me rather than a large law firm.
Probate, Living Trust, and Inheritance Problems I Handle
I handle probates in San Diego, Imperial, Riverside, Los Angeles and all other California counties.
I can help you with all of these probate, living trust, and inheritance problems:
1. Probate and Inheritance:
- California will probate
- Out of state will-probate
- Lost will probate
- No will inheritance (“intestate succession”)
- Multiple California wills
- Living trust inheritance & administration
2. Problems with wills, probates, trusts, living trusts:
- Will contests
- Newly discovered relatives and their rights
3. Executors and Trustees:
- Advice and help for the executor of a will
- Advice and help for the successor trustee of a living trust
4. Heirs & Beneficiaries (persons who inherit):
- Help with problems with executors – lack of communication, unfair treatment, disagreements, executors not doing what they are supposed to, etc
- Questions about inheritance, probate
- Help with hostile or uncooperative living trust successor trustees
5. Tax:
- Federal estate & gift tax problems – IRS Tax Forms 706 & 709<
- California tax issues - California Prop. 13 local Property Tax issues, reassessments & exclusions
- Overseeing preparation and filing of required tax returns
Probate Fees
California Probate Fees for attorneys representing probate estates are set by California law according to the size of the gross probate estate:
- 4% of the first $100,000;
- 3% of the next $100,000;
- 2% of the next $800,000;
- 1% of the next 9 million;
- .5% of the next 15 million
Trust and Beneficiary Fees:
Fees for representation of trustees of living trusts are not set by law and are usually paid from the trust. Typically, they are less than probate fees for uncontested trust administration, although every case has its own complexities.
Beneficiary fees are also not set by statute and can be negotiated with my office on an hourly or flat rate basis once the scope of work has been determined. Please call me to discuss fees for your particular case at (858) 793-7007.
I help clients throughout all of California, including San Diego, Imperial County, Riverside, Los Angeles, and all other counties. You will receive personal, experienced, and understanding help directly from me. Every case in my office receives my personal attention, direction and supervision. You will speak to me directly about your case. I am the one who will return your telephone calls. My firm policy is to return every client telephone call the same day or at the latest the next day.
How to Contact R. Anthony Bauman, APLC
New clients are always welcome; and I make an effort to accommodate urgent matters. There is plenty of free parking and a convenient location just off the I-5 freeway at my Carmel Valley law firm offices, in San Diego, California. For more information or to make an appointment, please contact me either by:
Telephone: (858) 793-7007
E-mail: rbauman@sandiegotaxlaw.com
I can be reached by telephone Monday through Friday, 9:00 a.m. to 5:30 p.m. You may also use the
form below to contact me. This form is answered Monday through Friday during
the work day. Please remember that for me to become your attorney, we must first have a written attorney-client agreement signed by both of us, so please do not email any confidential information at this point. After I have reached an agreement with you, we can then exchange information freely. I look forward to helping you.
