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Robert E. Williams
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WHO WE ARE
Attorney Bob Williams has been practicing law here on the peninsula for 48 years. He enjoys getting to know you and your family in order to help you formulate the best plan to meet your desires and needs. Retired from downtown Monterey August 2023 attorneywilliams@gmail.com |
LEGAL SERVICES PROVIDED
ESTATE PLANNING PROBATE Wills - for those starting out in life who have not yet acquired much of an estate and whose assets would not be subject to probate on death. Revocable Living Trusts - for nearly everyone who owns their own home or other substantial assets or has children. Living trusts avoid the expenses associated with prolonged probate court and prolonged grief through the process. Powers of Attorney (financial and health care) - for everyone. Lifetime giving - to family or other loved ones. Charitable giving - during one's life directly to charitable organizations or through charitable trusts (see Charitable Giving essay also on this website). Trust Administration - administering and terminating living trusts after death. Special Needs Trusts - for those receiving government benefits. NON-PROFIT ORGANIZATIONS Forming non-profit organizations through the California Secretary of State's office and obtaining tax exempt status from the IRS and the California Franchise Tax Board. Advising such organizations once formed. |