Patinelli & Chang

Since our inception, Patinelli & Chang has been dedicated to building a welcoming, friendly, and trusted Estate Planning practice. As fathers ourselves, we understand the vital importance of planning for the future and protecting your loved ones in the event of unforeseen circumstances.

Our Approach to Estate Planning

We take a personalized approach to Estate Planning, taking the time to get to know each client and understanding their unique needs and concerns. Our plans typically include:

• Revocable Living Trust: A legal document that allows you to maintain control of your assets during your life and distribute them according to your wishes upon your passing.
• Wills: Ensure your assets are distributed to the rightful beneficiaries and avoid unnecessary probate.
• Powers of Attorney: Delegate someone you trust to manage your financial and healthcare decisions if you become unable to do so.
• Advanced Healthcare Directives: Express your wishes regarding medical treatment and end-of-life care.
• HIPAA Authorizations: Grant permission for healthcare providers to share your medical information with specific individuals.
• Guardianship Documents: Designate a guardian for your minor children in the event of your incapacity or death.

Areas of Expertise

Beyond the typical estate planning documents, we also assist clients with:

• Elder Law: Planning for the unique needs of seniors, including Medicaid eligibility, long-term care, and guardianship arrangements.
• Estate Tax Planning: Minimize your tax burden by strategically utilizing available deductions and exemptions.
• Probate & Trust Administration: Assisting executors and trustees in administering estates and trusts efficiently and effectively.
• Business Succession Planning: Protecting your business assets and ensuring a smooth transfer of ownership to the next generation.

Why Choose Patinelli & Chang?

Our experienced attorneys have a proven track record in guiding clients through the complexities of Estate Planning, providing:

• Personalized attention: We take the time to understand your individual needs and goals.
• Accessible communication: We explain complex legal concepts in clear, easy-to-understand terms.
• Collaborative approach: We work with you to create a plan that aligns with your values and aspirations.
• Competitive rates: We offer transparent and affordable fees tailored to your specific needs.

We are committed to empowering our clients to navigate the estate planning process with confidence and ease, and to ensure their peace of mind for the future.