Estate Planning

Over 50 years of estate planning experience in sonoma county

Areas Of Practice

Estate Planning

The estate planning team at Perry, Johnson, Anderson, Miller and Moskowitz LLP is led by Malcolm Manwell. Mr. Manwell is certified as a Legal Specialist in Estate Planning, Trust & Probate Law by The State Bar of California. Mr. Manwell and Mr. Illsley combined have over 50 years of estate planning experience in Sonoma County. They have completed thousands of estate plans for a broad variety of clients.

Mr. Manwell and Mr. Illsley pride themselves on their ability to provide personalized estate planning services for their clients, ranging from simple estate plans for an individual with a modest estate to the complexities of blended and non-traditional families or estates with significant tax issues. Their extensive experience provides them with insight into the broader needs of family succession and quality of life issues. They know that estate planning is not a “one size fits all” proposition and their goal is to provide efficient, cost-effective estate plans that truly address the needs and goals of each client.

Coupled with their own decades of experience, they are backed by a Firm which brings unparalleled legal depth and experience to Santa Rosa and the Sonoma County wine country, all in order to address the business, real estate, investment and other estate planning needs of their clients.

Typical services include:

Wills and Revocable Living Trusts. Without a living trust, probate is often required, which typically entails many months of court proceedings and costs the heirs well over $10,000 in statutory probate fees and costs even for a relatively modest estate.

Nomination of Guardians. Even if the client does not have a substantial estate, the appointment of a guardian to raise minor children can be of utmost importance. In addition, provisions in a will or living trust can provide for a trustee to manage the inheritance until the children are mature enough to handle their own finances.

Incapacity documents: Powers of Attorney and Health Care Directives. A well-designed estate plan includes documents addressing incapacity. Having these documents in place is critically important if the party to make decisions after incapacity is not a family member (for example, a long time non-married partner).

Estate and Trust Administration. If probate is required, legal assistance is needed to navigate through the court process. Even if a living trust was created in order to avoid probate, appropriate legal action is necessary to implement the trust.

Additional services:

Many clients have additional needs, often based on income or estate tax considerations. The Perry Johnson team provides services in the following areas:

  • Irrevocable Trusts
  • IRA/Retirement Investment Estate Planning
  • Wealth Protection Strategies
  • Business Succession Planning
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Litigation
  • Charitable Gifting
  • Emergency plans with mobile notary services if required.