How to Find a California Trust Lawyer

How to Find a California Trust Lawyer. The trust administration is a crucial process that happens after the death of a settlor.  In order to protect the successor trustees, there are certain things that have to be done to ensure proper administration.

Working with a trust lawyer is a direct procedure that will successor trustees gain peace of mind and focus better throughout the administration.

Furthermore, trust administration starts with a probate code notice to all the heirs and beneficiaries of the settlors. According to the California Probate Code Section 16061.7, a notice should be sent within sixty days upon the passing of the settlor.

This California law also states that the receiver of this notice should also demand a copy of the trust. Upon receiving such notice, the recipient has one hundred and twenty days once the recipient obtains the notice to file a trust contest.

Additionally, if there is no notice mailed, the statute of limitations in which the trust contents should be filed will be greater. It could even be up to at least four years. This extremely important step should not be over looked. Successor trustees that manage trust administration should find an attorney.

Trust lawyers can be found via phone directories and other listings. If you are using a phonebook to look for one, you will notice numerous ads for firms. However, you should confirm the credibility of these firms before hiring their services. As for the listings, you should locate a database that lists lawyers in the United States of America.

If you want, you can also find a lawyer by means of local, county, and state bar associations. These options typically provide lawyer referral services that can match you up with a lawyer in your area. These referrals are free of charge and made on a rotation basis. The first thirty minutes of your appointment with the lawyer is usually billed at a reduced rate.

Trust lawyers may also be acquired through personal references as well as referrals from other people in the law firms. You can ask your family, friends, or co-workers if they can refer you to someone they have used in the past.

As you know these people, you can rely on their feedback regarding the credibility of certain trust lawyers and firms.  Moreover, you may ask someone who works with an investment adviser or a tax professional to recommend a [good| fantastic] lawyer.

If you have previously been a client of a well-known law firm, you may also ask around. Even though the lawyer you have worked with in the past does not cover trust and estate law, he may still be able to give you a good referral.

Mortensen Law

Trust & Probate Lawyers, P.C.

22807 Lyons Avenue

Newhall, CA 91321


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California Tax Law Finding a Quality Tax Lawyer

California Tax Law Finding a Quality Tax Lawyer. Are you out looking for a quality tax lawyer?  The first tip is:  Never settle for somebody you just happen to know or someone who’s got the most excellent reviews.  It would be better if you would conduct your own research or at least meet the prospective candidates to see if they’ve got something substantial to say about your case.  Here are some more tips to consider.

Prepare a List

Remember not to have just one or two tax lawyers.  Find someone who is worthy of the money that you will be spending.
Prepare a list of names of tax lawyers, names which you can get through an online search, by browsing through the yellow pages and by asking people for referrals.  Have at least ten of them on the list and the get in touch with each of them.  Take note of their specific locations, websites and time of availability.

Evaluate Each Tax Lawyer on the List

Find out how many years they are doing this kind of business and see through their credentials.  Online, read reviews about them.  The Better Business Bureau website reviews are oases of important information about these lawyers.

Set Up consultation Meetings

Contact these people and ask for free consultations with them.  Don t meet with someone who will obligate you to pay on the initial meeting.  But you’ve got to schedule a meeting on the lawyer s own convenience.  If it is possible, give an allowance of two weeks from your call because these lawyers are busy people.
Make sure that you come on time for the appointment and are ready with all pertinent documents.  The first meeting usually takes 15-30 minutes only, so don’t waste time by being prepared with the documents and also about the important details of the case.
Remember, there is no obligation on your part to hire any of the lawyers that you will be meeting.

Pick a Tax Lawyer Based on Merit and Communication Style

Going through the consultations, you’ll see one or two tax lawyers being better than the others on the list.  Now, check the communication style of the remaining candidates.  You will be working closely with the person so it is important that you understand his language and that you are easily understood by him.  You need someone whom you will be comfortable working with.
Consider the reputation of these men.  It should be a solid, untarnished reputation.  That way, you will be working with someone who offers no empty promises.


Cost matters are somehow related with reputation.  Find reviews that specifically talk about the fees that they charge and how honest they are with regard to these matters.  Find out if these tax lawyers are willing to adjust charges in accordance with their clients capacity.

Does the Tax Lawyer Enjoy His Job?

This is a very important question to ask the lawyers because one who finds joy in what he is doing naturally and willingly put effort for the job.  If you want the fees to be lesser, find someone who loves the job for what it is and not the money.  That person must be interested in winning cases too, or you might as well have no Lawyer.


Mortensen Law

Trust Probate Attorneys, P.C.

22807 Lyons Avenue

Newhall, CA 91321

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California Law Some Good Pointers for Your Search

California Law Some Good Pointers for Your Search. What is the best way to determine which lawyer will work the best?  Here are some tips and steps to do.

Have a List of Names
Before deciding on a lawyer to meet with for the first time, it would be smart to do some kind of shopping.  Know the lawyers around California and then have a listing of them.  Check out also some web forums to add more names to the list that you are creating.

Reduce the Number of Potential Lawyers
Next, read reviews with a goal of knowing what people are saying about them and eliminating lawyers until you have about ten lawyers left on the list.  Get in touch with the remaining lawyers and ask the right questions like the level of knowledge they have about California Law.  Ask also if they have already managed equivalent cases as to yours.

First Meeting
Find out if the first meeting is to be paid or not, and if yes, ask how much. Some of these lawyers would like to have quick meetings with potential clients.  Expect it to be a short meeting, like 15 30 minutes, so make sure that you write down everything that each of them has to say.

Decide which of those you have talked seems to be right for you and then set up another appointment.

Things to Think About

It is crucial that you give time to compare the lawyers you’ve had a meeting with.  Consider on the following questions:

Is the fee affordable?  At the first meeting, you can tell who among these lawyers are really concerned about you and your case.  By all means, stop dealing with somebody who seems to be overly focused on the money and wouldn’t adjust his rate for your sake.

Do you believe that the person can handle the case?  You might not know what skills the lawyer has at the first meeting, but you sure will have an idea of how confident he sounds when explaining what can be done in your case.

Next, he must be someone who seems to have a prepared a question for every problem that you place in front of him.  Additionally, he should be able to quote a California law or two to back up his claims.

Do you understand what he’s saying?  He might be someone who is proficient at several subjects, but if he fails to make a clear explanation, you might be wasting your time.  Clear communication is vital especially when he is trying to give details about a certain California law, because there is a need for you to be really involved and to understand the proceedings that will follow.

Finally:  Do you feel comfortable having this person around?  No matter how skillful a lawyer is, being comfortable is more significant than his skills or experience.

How can you build a good working relationship with a person who has a negative impact on you?  And if you feel uncomfortable with everyone, the right step to do is let them all go away and just do the same search procedure all over again with a different set of lawyers.


Mortensen Law
Trust & Probate Attorneys, P.C.
22807 Lyons Avenue
Newhall, CA 91321

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Best Time to Ask for A Raise at Work

Best Time to Ask for A Raise at Work
The greatest factor an employee considers when accepting or staying at a job is, of course, the salary. And, due to changing situations whether in the workplace or at home, sometimes employees need a raise.
Asking for a raise in salary is easy. Getting it is the hard part. In this article, the best timing in asking the boss for a raise will be discussed.
First of all, employees need to ask only for a raise if they feel they have improved and contributed enough for the benefit of the company. Have an honest assessment. Asking for a raise during the first months of work is sure not to guarantee a raise, for the employee still has many things to prove to the company.
It is also not the best time to ask for a raise when the company an employee is working for is currently experiencing financial struggle. This is common sense. The company is attempting to at least break even. If this is the case, what the employee should do is do his job well. When the company gets out of this financial crisis, it is the best time to ask for that salary bump.
Next thing employees should consider is the mood of their bosses when asking for a raise. Requesting a raise when the boss is in a light mood significantly increases an employee’s chance of getting it. Also, one should not set appointment to discuss salary raise matters when the boss is busy. A workplace is a place for effort, so employees must patiently wait for the time when the higher ups have time to spare.

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