Bauman Law APLC. Our Firm. Our law office understands that when people hire an attorney, they are often experiencing very stressful situations. We make sure our clients not only receive high-quality legal services, but also the reassurance they deserve. Making the impossible possible. We specialize in dealing with people who have been injured ...
Mark K. Baumann. Mark is an experienced family law litigator, counselor, mediator, educator and professional speaker; he has practiced law in Washington’s greater Puget Sound area since 1988. Mark is well versed in a variety of legal matters and now practices family law exclusively. Mark provides sound advice in all areas of family law ...
A trust is a legal tool where an individual (grantor) transfers ownership or management of specific assets to a third party (trustee). Assets are pieces of property such as cars, homes, or cash. Family trusts are usually revocable living trusts, because they can be changed within the grantor’s lifetime. In contrast, an irrevocable trust, once ...
· 5.0 stars. Posted by anonymous. July 7, 2014. I worked with Helen Baumann for over 4 years, and in that time found her to be one of the most knowledgeable attorneys in Estate Planning. She always went the extra mile for me and her other clients, sometimes even doing extras without charge. Helen is a member of the San Mateo County Lawyers ...
With over 7,000 resolved cases, Bauman Law has a track record of success. We work hard for our clients, and that work pays off. Our firm won NAOPIA top ten attorney for 2018. In the past few years, we’ve accumulated other honors.
There is no formula to determine how much your personal injury claim is worth. However, there are some things you can expect. For example, you can expect to receive money for your medical bills, property damage, and missed wages.
Here are a few examples of types of personal injury cases we cover: Bicycle Accidents Although riding a bike can be fun, it can also be dangerous. Cars don’t always look out for bicyclists. If a vehicle is reckless and hits you, then you have a personal injury claim.
If you are a DV victim, think you are, or are in a relationship where emotions just get quickly out of control, having a plan for what to do can be the best form of protection for everyone involved.
Attachment-Based Parenting involves using concepts of attachment science and theory to guide parenting. The science of attachment is a little complicated, but we’ll show you how to make applying it to parenting a snap.
Custody cases are always emotionally challenging. The initial hearings in any case are very important, because it can be difficult to change court rulings later on.
The trustee manages the trust’s assets for the benefit of others. In the case of a family trust, the trust is set up to benefit the relatives of the grantor.
A trust is a legal tool where an individual (grantor) transfers ownership or management of specific assets to a third party (trustee). Assets are pieces of property such as cars, homes, or cash.
For example, if a grantor has an estate worth $15 million, the grantor can transfer $4 million into a family trust so that the estate is only worth $11 million. This estate does not exceed the federal minimum amount to qualify for estate taxes and therefore would not be subject to the federal estate tax.
For that reason, many people arrange their assets in trusts to avoid those assets being subject to the probate process.
A grantor should proactively update the trust when these major life milestones happen in order to ensure that there are as few conflicts as possible, particularly after the grantor passes away.
A living trust attorney can help you identify your goals and the best course of action to achieve those goals. Reach out to a family trust attorney to find out if funding a family trust is the best course for you.
Identifying the grantor’s goals will help ensure that a family trust is the best estate planning tool for the grantor.
Helen Baumann has been handling our family estate matters since 2014. She was very highly recommended by three Stanford families living near us. Helen has been very helpful and fair. She is a good, compassionate person aside from being a top lawyer!! I am so happy that she is handling our family trust!L
I worked with Helen Baumann for over 4 years, and in that time found her to be one of the most knowledgeable attorneys in Estate Planning. She always went the extra mile for me and her other clients, sometimes even doing extras without charge.
Need to file a complaint? BBB is here to help. We’ll guide you through the process. How BBB Processes Complaints and Reviews
BBB Business Profiles may not be reproduced for sales or promotional purposes.
If you’re unable to find your original documents, your best option is to find a new attorney and revise your estate plan. You can do a trust restatement in which it will be stated that the new terms of the trust supersede or replace any prior terms.
What recourse do you have when you don’t have a copy of the trust documents? If you know the attorney that drafted the trust, you can contact them to request a copy. But, if that attorney has since retired or the attorney died, it can be difficult to find the location of the transferred files.
If an attorney dies, it’s the responsibility of their estate trustee to notify the California Bar Association if legal documents , including living trusts, have been transferred to another attorney. If you can’t find original living trust documents, you can contact the California Bar Association for assistance.
In some cases, the original trust documents are kept in the drafting attorney’s safe , and the client is provided with copies of the signed documents. When the drafting attorney moves or retires, the original documents can be returned to the client or transferred to the attorney who is taking over the practice.
So, your investment adviser may be able to provide you with a copy. In addition, your tax preparers and accountants should have copies of the trust agreement along with a copy of your will in their permanent files.
In addition, your tax preparers and accountants should have copies of the trust agreement along with a copy of your will in their permanent files. Avoiding probate and keeping the terms of the living trust private are two big reasons why people choose to create them.