Grace is a sole practitioner, which allows her to have direct and personal involvement with her clients. She started her career at the most prestigious “Big Firm” in the United States, gaining valuable and rewarding experience on one-of-a-kind transactions. But during her busy career, her grandmother passed away leaving her father, an only child, to handle the estate. It was a small estate; a house and a checking account–not that much different from most folks. For two years, Grace watched her dad spend his time traveling back and forth from the county courthouse, hiring experts, trying to transfer the title of his mother’s house into his own name, as next of kin. Why was this so difficult? Grace’s grandparents had invested in a Living Trust, but the Trust was not recognized as valid by the State of California. Apparently, the assets in the estate were not “delivered” correctly to the Trust, and the Trust paperwork could not be located. Therefore, Grace’s father had to Probate this “small” estate, just as if his mother had left no plans in place at all, as if she had left only a Will. Two years later, and after $26,000 in expenses, the State transferred the house into Grace’s father’s name. In this instance, everyone was in agreement over what was legally appropriate, and the probate went through relatively smoothly. Imagine how much it would have cost and how long it might have taken, if some of the parties were not in agreement!
Grace wants to make a difference! She decided to specialize in Estate Planning in order to save others from her father’s predicament. Based on her skills and experience in real estate transactions and corporate matters, she is able to handle all areas of a client’s estate — especially those that involve real estate and businesses with partnership, LLC, corporate, and financial issues. She serves as a Comprehensive Wealth Manager to those clients who need more than just legal services.
Grace enjoys unraveling the complicated and confusing processes of Probate, Trusts, and Estate Planning for her clients. She works with each client until the desired result is reached, and makes the process easy to understand. Her clients appreciate her empathetic nature and her experience in handling sensitive family issues, which are often emotionally difficult.
