Palm Desert Estate Planning: A Professional Corporation

Palm Desert Estate Planning is a law firm handling estate planning, trust administration and probate court matters for retirees, business owners, professionals and fiduciaries. Founder Jeremy J. Ofseyer is a State Bar of California certified specialist in estate planning, trust and probate law, with a Harvard Law School degree. The work covers new and updated plans, guidance for trustees and beneficiaries on notices, accountings and distributions, and representation in probate court for estates, trusts and conservatorships.

Consultations are available at the Palm Desert office or by video conference. New clients start with a staff call and a routine conflicts check, and the firm asks people not to send private details until a consultation is confirmed. Since only about 15 percent of California decedent estates involve any probate court proceedings, the firm first looks for the most efficient steps. It serves Palm Desert and the Coachella Valley.