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Welcome to the website of Dennis M. Sandoval, A Professional Law Corporation, the premiere estate planning, elder law and tax law firm in the Inland Empire. This website, as well as our firm’s other websites, contain a wealth of information for consumers and financial / health care professionals.
Getting Started
When you call our office to schedule your free initial estate planning consultation, you will be sent a package of information including directions to our office as well as two questionnaires for you to complete and bring with you to the first meeting. Having this information available for the attorney you will be meeting with will make your free consultation much more productive. The first questionnaire requests information about your family, who you would like to manage your financial affairs in the event you are able to do so, who you would like to make health care decisions for you and how you would like your estate distributed after you are gone. The second questionnaire requests information about your finances. If you would prefer to download the directions to our office and the family information and asset information questionnaires, click here.
Pamela Valencia Receives Estate Planning Specialist Designation
The law firm is pleased to announce that our associate attorney, Pamela Y. Valencia, has been designated a Certified Estate Planning, Trust and Probate Law Specialist by the California Bar Board of Legal Specialization. This designation demonstrates Pamela’s specialized knowledge and experience in estate planning, probate, conservatorship, trust administration and litigation involving Wills and trusts. Dennis M. Sandoval is proud that his law firm is one of very few law firms in the Inland Empire with two attorneys certified as specialists in estate planning.
Mr. Sandoval Featured in Two Recent Newspaper Articles on Elder Abuse
Comments from Dennis were featured in two recent newspaper articles on the rise of elder financial abuse. In the Wall Street Journal article, Elder-Abuse Cases on the Rise, Dennis describes two recent elder abuse cases that he handled, one involving a granddaughter who managed to convince her grandmother to transfer title to her house to her and the other case, in which a son, acting as trustee, took $600,000 from an account in his mother’s trust. Mr. Sandoval was also featured in a Riverside Press Enterprise article, More and More Seniors Are Being Ripped Off. Dennis describes a recent case he handled for a couple in the Temecula area, where a daughter of a friend managed to convince the couple to transfer title to their home to the friend’s daughter. These types of elder abuse cases are on the rise. Dennis M. Sandoval, A Professional Law Corporation, specializes in this type of elder abuse litigation. Contact our law firm for more information about possible remedies should you know an elder who has been financially abused by a friend, relative, neighbor or caregiver of the elder.
Exceptional Parent Magazine publishes articles by Dennis
Exceptional Parent magazine is one of the premier sources of information for parents of special needs children. Dennis is proud to announce that his article, Taxation of Special Needs Trusts, Part One, is featured in the August 2009 issue of this informational magazine for consumers. Part Two of the article, Taxation of Special Needs Trusts, Part Two, is featured in the September 2009 issue of Exceptional Parent. For more information on subscribing to Exceptional Parent magazine, click here.
Dennis Joins Special Needs Alliance
Dennis is proud to announce that he has been invited to join the prestigious Special Needs Alliance, an exclusive organization of attorneys that specialize in planning for special needs persons. Through his affiliation with the Special Needs Alliance, Dennis will have the collective wisdom and planning experience of some of the top special needs planning attorneys in the United States available to him and his special needs clients. Dennis is one of only six Special Needs Alliance members in California. The Special Needs Alliance has slightly over one hundred members nationwide. For more information on special needs estate planning, visit our website at www.cal-special-needs-attorney.com. You can get additional information about the Special Needs Alliance by visiting www.specialneedsalliance.com. If you know of a special needs support group that would like to have Dennis give them a presentation on Special Needs Estate Planning, please contact our office. In the past year, Dennis has made informative and entertaining presentations to various Inland Empire and Orange County support groups dealing with individuals with Down Syndrome, Autism, Epilepsy, Cerebral Palsy, Multiple Schlerosis, and ALS.
Dennis is Contributing Author of Special Needs Trust Treatise
The California Education of the Bar recently announced the publication of its two-volume treatise entitled Special Needs Trusts: Planning, Drafting and Administration. Dennis is the author of the chapter on Taxation of Special Needs Trusts.
Dennis Finishes Term as President of Southern California NAELA Chapter
The membership of the National Academy of Elder Law Attorneys has voted to confirm the nomination of Dennis to the Board of Directors of NAELA. The National Academy of Elder Law Attorneys is the premier membership organization for attorneys specializing in elder law. For more information on NAELA, visit its website at www.naela.org. Dennis will serve on the Board of Directors from 2008 through 2010.
Dennis is Named to NELF Board of Directors
In June, Dennis finished his term as the 2008 / 2009 president of the Southern California Chapter of the National Academy of Elder Law Attorneys. To learn more about NELF, click here.
Dennis is Elected as President of Southern California NAELA Chapter
Dennis has been elected as the 2008 / 2009 president of the Southern California Chapter of the National Academy of Elder Law Attorneys. To learn more about the National Academy of Elder Law Attorneys, click here.
Money Magazine Touts the American Academy of Estate Planning Attorneys
Money Magazine recently named the American Academy of Estate Planning Attorneys as the resource to go to for a referral of a qualified estate planning attorney. Dennis has been the Director of Education for the American Academy of Estate Planning Attorneys since 2000. In his capacity of Director of Education, Mr. Sandoval trains estate planning attorneys nationwide on all areas of estate planning and elder law.
Dennis M. Sandoval, A PLC is Admitted as Charter Member of the Life Care Planning Law Firms Association
Our law firm had been admitted as a charter member of the Life Care Planning Law Firms Association. Our law firm is the only law firm in Southern California with a Geriatric Care Coordinator on staff. Karen Griffith, our Geriatric Care Coordinator, works exhaustively to secure the highest of care for our frail elderly and disabled clients. With the growing population of frail elderly and families needing advice regarding in-home care, assisted living and skilled nursing homes, life care planning is a growing area of the law. Click here to learn more about life care planning at our website, www.life-care-planning.com. If you would like more information about life care planning in general as well as the Life Care Planning Law Firms Association, visit www.lcplfa.org.
Associate Attorney Pamela Valencia Passes Certification Exam
Dennis is proud to announce that our associate attorney, Pamela Valencia, passed the exam administered by the California Bar Board of Legal Specialists to become certified as a Certified Estate Planning, Trust and Probate Law Specialist. Dennis is the only attorney in California with three specialist designations as a Certified Estate Planning, Trust and Probate Law Specialist, a Certified Taxation Law Specialist and a Certified Elder Law Attorney. Click here to lean more about the Legal Specialization program administered by the California Bar Board of Legal Specialization.
Glen J. Biondi Joins Law Firm
We are proud to announce that Glen J. Biondi has joined our staff as of-counsel attorney. Glen’s primary role will be assisting the firm with our growing number of trust and estate litigation, probate and conservatorship clients. He will also be assisting with our estate planning clients. Glen has extensive experience with trust and estate litigation, as well as real estate litigation. Prior to joining our firm, Glen worked for two prominent inland empire law firms specializing in real estate and estate planning law – Thompson and Colegate and Giardinelli and Associates. Click here to learn more about Glen’s background.
Pamela Valencia Elected as Co-Chairperson of Riverside County Bar Association Estate Planning Section
Our associate attorney, Pamela Valencia, has been elected as the 2008 / 2009 Co-Chairperson of the Estate Planning Section of the Riverside California Bar Association. We are very proud of Pamela’s achievement.
Seminars
Click here to learn more about informative seminars being sponsored by our law firm.
Free Brochures
We have two free brochures that will be of interest to those with loved ones in or about to go into nursing homes:
We’ll mail you a copy if you click here.
Mailing Lists and Events
Would you like more information about our law firm? Complete our form to be added to our mailing and promotions list.
DocuBank
Terri Schiavo case highlights the importance of having accessible healthcare documents. DocuBank keeps health care documents on file for people who want to have those documents available at a moment’s notice. Dennis M. Sandoval, A Professional Law Corporation provides all its clients that have purchased a comprehensive estate plan with a complimentary three year membership to DocuBank, one of the nation’s oldest and largest emergency health care information access service companies. Click here for more information.
Visit Our Other Websites
We have several other websites that might be of interest to you:
http://www.cal-elder-lawyer.com is our elder law planning website. There you will find information about planning for receipt of Medi-Cal benefits, planning for receipt of Veterans Aid and Attendance benefits, conservatorships, durable powers of attorney for property, advance health care directives, and HIPAA authorization forms.
http://www.life-care-planning.com is our life care planning website. There you will find resources for caregivers, and information about caring for the frail elderly in their homes, in assisted living facilities and RCFEs, and in Skilled Nursing Facilities. You will find out how a life care planning attorney is what you need to relief from those sleepless nights worrying about how you will provide care for your elder loved one.
http://www.cal-special-needs-attorney.com is our website devoted exclusively to estate planning for your special needs loved one. Our law firm is the “go-to” firm to plan for your child or grandchild with special needs.
http://www.fight-the-taxman.com is our website that contains information about dealing with the IRS and California taxing authorities. We can assist you with resolving your income tax, employment tax, sales tax, or property tax problems. We are admitted to practice before the Internal Revenue Service, the California Franchise Tax Board, the California Board of Equalization, and the California Employment Development Department.
http://www.cal-special-needs-trustee.com is our website dealing with our trustee services. The selection of the person or entity you choose to serve as trustee is a very serious matter. This website contains valuable information about the complexity of administering a trust, a discussion of fiduciary duties and the special rules regarding distributions from and administration of a special needs trust. The website contains a discussion of why you might want to consider hiring the professionals at your law firm to serve as the trustee of your trust after you are gone. Our law firm specializes in administering special needs trusts and smaller trusts, estates and conservatorships that banks, trust companies and other professional fiduciaries consider too small or too complex to handle.
