Here’s The Deal: Stefanie West owns The Law Offices of Stefanie West, Inc. She completed her law school at Harvard Law School. She is a Contra Costa County Bar Association Elder Law Committee Board Member. Stefanie's current practice focuses on estate planning, including Wills, Trusts, Probate, and Medi-Cal planning. She helps clients without long-term care insurance who need skilled nursing care to become qualified for Medi-Cal. Stefanie West was Chair of the City of Lafayette's Senior Services Commission. As Chair, she worked to prevent elder fraud and abuse and to bring services to seniors in her community Stefanie is a frequent speaker at parent groups, where she discusses ways parents can teach their children the basics about money.
3 Best Estate Planning Lawyers in Walnut Creek, CA
Expert recommended Top 3 Estate Planning Lawyers in Walnut Creek, California. All of our estate planning lawyers actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 STEFANIE WEST - THE LAW OFFICES OF STEFANIE WEST, INC. REVIEWS
I highly recommend Stefanie if you have any Trust/will questions. We had a trust done by another lawyer before we met Stefanie. After that trust we were not sure what we should/would be doing on that trust because that lawyer didn’t explain to us well enough. When we showed our trust to Stefanie she explained and went beyond to inform us any issues. She gave professional advice so we could make our decision accordingly. Her monthly news letters and videos are very helpful for many people. Her going above and beyond serves is way worth the price she charges for. Recently I needed to have a few power of attorney papers for my mom. Stefanie didn’t hesitate to spend sometime to fill out those forms for me and advise me on what to do with them. She’s very helpful in many ways and knowledgeable. We are very happy with her work.
I recently had the pleasure of updating my Living Trust with Stefanie West. She is an extreme knowledgable, congenial, organized professional. Stefanie suggested several changes/additions to my prior trust. I appreciated her explaining why these changes would be a benefit though leaving the decision strictly up to me. Accommodating my schedule to make appointments was a breeze and she even offered to meet at my home. Stefanie is easy to talk with, patient and I also appreciated her sense of humor. Her flat fee without any hidden fees was much appreciated also. Without hesitation , I have recommended her to several friends and family.
Stefanie West embodies the epitome of legal expertise in estate/will planning. From the initial consultation to the finalization of documents, Her knowledge and experience were evident at every step. She navigated complex legal intricacies with finesse, ensuring that my estate plan was comprehensive and tailored to my unique needs and aspirations. Stefanie's ability to simplify intricate legal jargon and concepts was particularly impressive, making the process comprehensible and empowering. My experience surpassed all expectations, I wholeheartedly recommend Stefanie West .You can entrust your estate planning needs with confidence, knowing that you're in the most capable hands.
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Here’s The Deal: Michael J. Young is the founder of Walnut Creek Elder Law. He is an experienced elder law, estate planning, and asset protection attorney in Walnut Creek. Michael advises his clients regarding their estate planning needs, emphasizing asset protection, Medi-Cal qualification, and preservation of assets for various levels of their care as they age. He presents monthly workshops in Walnut Creek regarding estate planning, asset protection, and Medi-Cal planning. Michael has co-authored the book, “Don’t Go Broke In A Nursing Home” and is the author of the “Alzheimer’s Legal Survival Guide. Michael has helped many clients qualify for Medi-Cal and protect their assets from state recovery. Walnut Creek Elder Law helps clients plan through their estate planning documents for asset protection and eligibility for Medi-Cal, Probates, and Trust administration. Their estate plans are designed to help their clients retain control of their assets for as long as they can. Contact Walnut Creek Elder Law for a free workshop.
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TOP 3 MICHAEL J. YOUNG - WALNUT CREEK ELDER LAW REVIEWS
My father and I have appreciated attorney Michael Young’s expertise and legal services. He worked with us to set up the necessary legal structures for my father’s assets and created all necessary documentation for us to sign. We looked to him for advice because of his specialization in elder law, and he demonstrated deep knowledge of the issues that were of concern to my father. We appreciated not just the assistance with our particular situation, but also the more general information he shares through newsletters and presentations. Michael was very willing to answer questions, clarify options, and explain issues in ways we could understand. Since establishing our documents initially, I have followed up with Michael with additional questions and he has continued to be a resource to us. I have respect for his knowledge of elder law and appreciate the ways he brings this to the community.
I was referred to Attorney Mike Young’s free workshop on asset protection for elders. He shared a wealth of knowledge in an accessible, friendly way, helping me both understand the gravity of this world and also not be so afraid of it. I scheduled a consult with him after, and he was very gracious in explaining that he was not suited for what our family needs. In an almost 2 minute long voicemail, he shared why he didn’t think he was the right attorney for us, and gave us a referral to another organization, who, indeed, was able to help immediately and completely. I was so touched by his care and competence for non-clients, and would recommend his workshops and other services to anyone who is in need. Thank you sincerely, Mike!
Michael Young is a very knowledgeable and experienced attorney in the area of Elder Asset Protection. He is current with the ever changing law in relations to asset allocation and Medical related issues for seniors. He spoke at one of my community seminar on Elder Asset Protection. My clients and I took away much information that will help us save a lot of money when time comes. The ongoing newsletter is also very helpful with the every changing law. Thank you Mike.
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Here’s The Deal: Matthew B. Talbot, Esq. is the Managing Partner at Talbot Law Group, P.C. He completed his J.D. at the University of San Francisco. He was admitted to the California bar in 2006. Matthew is a Trust, Estate, and Conservatorship Attorney and California Certified Estate Planning and Probate Specialist. He specializes in Trust Law, Conservatorships, Financial Elder Abuse, and related Probate matters, including Estate Planning. Matthew has practiced exclusively in Probate courts for over 17 years and specializes in complex trust, estate, and conservatorship matters. He is dedicated to advocating for his clients and has gained a reputation as a trusted and ethical professional. As a well-established San Francisco and East Bay legal community practitioner, Matthew can leverage his expertise and legal relationships to maximize client benefits. The firm assists clients across California, including Contra Costa County, Alameda County, San Francisco County, Napa County, Marin County, Sonoma County, Santa Clara County, San Mateo County, and Los Angeles County.
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TOP 3 MATTHEW B. TALBOT, ESQ. - TALBOT LAW GROUP, P.C. REVIEWS
We had my mother’s attorney trying to untangle a complicated mess of a joint ownership/mis-titled condo that had been passed down from older relatives. Zero progress after a year. Within a few weeks, Matt had tracked down all the previous deeds, unraveled the timeline of ownership, and had documents ready for me to sign that would clear everything up. I found him incredibly sharp, precise, and knowledgeable, but was also very patient and helped to translate all the legalese into something understandable. More than once, it was clear that he cared more than just the work itself; he was concerned how it would impact our family and was looking out for our well-being, not just the easiest solution. We are looking to retain him to review all of our trusts and to help us resolve a potential conflict with estranged relatives. Thank you very much for helping our family.
Closely following a traumatic time in life, Matthew and Elizabeth made the process of setting up my will, advance health directive and living trust painless. Everything was handled flawlessly and with grace and professionalism. Any and all questions I had were answered complete and thoroughly. I’m grateful to them for handling my affairs with grace and tenderness following my sudden loss. I can’t endorse and recommend them enough.
Matt Talbot is a brilliant attorney and cares deeply for his clients. He also happens to be one of the most in Northern California, with a stellar reputation among jurists. My wife and I are setting up our will with him and couldn’t be happier with the compassionate and thoughtful service we’ve received.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
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