Attorney Dennis A. Fordham (Lakeport, California) focuses primarily in the areas of Estate Planning, Estate Administration and Medi-Cal/SSI Benefits. Our clients come primarily from Lake and Mendocino Counties. Estate Planning is about protecting you and your loved ones in the event of incapacity and death.
It involves drafting Trusts, Wills, Death Beneficiary Forms, Powers of Attorney, and Advance Health Care Directives that meet the clients' goals regarding both Incapacity and Legacy planning: Who steps in, when they step-in, and what authority they have over the client's estate during incapacity. And, who steps in, who gets "what, when and how" after the client dies.
It involves drafting Trusts, Wills, Death Beneficiary Forms, Powers of Attorney, and Advance Health Care Directives that meet the clients' goals regarding both Incapacity and Legacy planning: Who steps in, when they step-in, and what authority they have over the client's estate during incapacity. And, who steps in, who gets "what, when and how" after the client dies.
Services
About Us
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Dennis A. Fordham is a State Bar Certified Specialist in California Estate Law, including Estate Planning, Probate and Trust Law. Mr. Fordham has the following degrees: B.A., Columbia University (New York); J.D., State University of New York at Buffalo School of Law; and LL.M. in Federal Tax Law from New York University (NYU) School of Law.
Business Succession Planning
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Business Succession Planning is about planning an orderly transfer of management and ownership of your business as a going-concern in a manner that preserves the value of your business and provides for your retirement needs and other estate planning objectives. This work combines expertise in the areas of estate planning, business entities and tax planning.
Legacy and Estate Planning California
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Legacy and Estate Planning in California is about protecting yourself and your family should you become disabled, and after you die. Who do you want to be in charge of your finances and assets if you become disabled? How do you want your assets to be distributed when you die? How do you wish to be remembered by your loved ones by what you did for them?
Planned Giving
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Planned Giving integrates your vision of philanthropic giving with your financial and estate planning goals. The total package allows you to enjoy tax and financial advantages and give to charity - a win-win. Begin the process by meeting with a qualified advisor - a qualified attorney, financial advisor and/or accountant, or a combination thereof - to discuss your personal financial and estate planning goals for you and your family.
Special Needs Planning
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Lifetime gifts and inheritances intended for persons with special needs - such as developmental disabilities, dementia and psychiatric disorders - who receive, or will receive, needs based government assistance - such as Medi-Cal and SSI - often involve Special Needs Trust (SNT's).
SNT's help preserve eligibility to receive continued government benefits while the trustee uses the assets in the SNT to supplement (and not to replace) the needed government assistance.SNT's must be drafted carefully to satisfy stringent Medi-Cal and/or SSI limitation requirements.
SNT's help preserve eligibility to receive continued government benefits while the trustee uses the assets in the SNT to supplement (and not to replace) the needed government assistance.SNT's must be drafted carefully to satisfy stringent Medi-Cal and/or SSI limitation requirements.
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