Amy Ochi is the owner of Ochi Law P.C. in Roseville and is a Certified Specialist in estate planning, trust and probate law by the State Bar of California. Her practice includes drafting trust and estate documents to secure clients' estates, avoid probate, avoid litigation, and planning for incapacity and long term care, including Medi-Cal and VA benefits.
She also handles probates and trust administrations. Ms. Ochi a member of the State Bar of California (Trusts and Estates Section), the State Bar of Arizona, and has been a board member of the South Placer Estate Planning Council for 4 years. She is a member of WealthCounsel, LLC.
She also handles probates and trust administrations. Ms. Ochi a member of the State Bar of California (Trusts and Estates Section), the State Bar of Arizona, and has been a board member of the South Placer Estate Planning Council for 4 years. She is a member of WealthCounsel, LLC.
Services
Trusts & Estates
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Trust, including Revocable, Irrevocable, and specialty trusts tailored to your unique circumstances. These include Irrevocable Life Insurance Trusts (ILITs) and Special Needs Trusts designed to protect public benefits for qualified individuals. These are just a few examples of estate planning trusts which can protect your hard earned savings.
Kudos
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I want to express my gratitude for the help you gave me with my dad's trust and for the wise counsel I received from you. You made a difficult process much easier to deal with. We are waiting for the house to sell, but we are patient. All is well, we are happy and in a good place! Warm regards. P.S. Please extend thanks for Nicole for the work she did on our behalf.
Media/Events
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If you would like Amy to speak on one of these or another topic relevant to your organization, please contact us at info@ochilaw.com. Amy was interviewed about what it means to have the legal mental capacity to make ones own financial decisions, and what happens in a medical emergency when you don't have physical capacity to communicate.
Glossary of Terms
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AB Trust - In a nutshell, with an AB Trust, a trust is created which splits into two parts upon the death of the first spouse. Trust A is the survivor's trust (Above ground), and trust B is the decedent's trust (Below ground). The surviving spouse has complete control over the separate trusts in his or her trust, but limited control in the assets of the deceased.
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