Brian D Wyatt Law Office – Sacramento, CA

Expert Estate Counsel by Brian D. Wyatt Law Office

Serving Sacramento Families Since 1997

• Certified Specialist: Brian D. Wyatt is not just an attorney; he is a specialist in Trust and Estate Planning. This high level of expertise ensures that your estate plan is crafted with the utmost precision and knowledge of current laws. This certification is granted by the State Bar of California only to attorneys who have demonstrated extensive experience and passed a rigorous exam.
• Special Needs Focus: A significant portion of our practice is dedicated to Special Needs Planning. We have a deep passion for helping families with disabilities secure their future without jeopardizing essential government benefits like SSI and Medi-Cal.
• Personalized Service: We pride ourselves on being a ‘family lawyer’ in the truest sense. We build long-term relationships with our clients, guiding them through life’s changes and ensuring their legal plans evolve with them over the decades.

Comprehensive Legal Services

• Estate Planning: Designing custom Revocable Living Trusts, Wills, and Powers of Attorney. We focus on tax minimization, probate avoidance, and ensuring your values are passed down along with your assets. We take into account family dynamics to create plans that promote harmony.
• Special Needs Trusts: Creating Third-Party and First-Party Special Needs Trusts to provide for a loved one with a disability. We navigate the complex rules of SSI and Medi-Cal to protect eligibility while ensuring your loved one has resources for a higher quality of life.
• Probate and Trust Administration: Assisting executors and trustees with the detailed tasks of settling an estate. We handle the paperwork, court filings, and accounting so you can focus on your family during a time of loss. We ensure all fiduciary duties are met.
• Elder Law: Helping seniors plan for long-term care costs and navigate the Medi-Cal system. We provide strategies to protect assets while ensuring access to necessary medical care, helping to relieve the anxiety of aging.

Why Choose Brian D. Wyatt?

• Elite Background: With a law degree from UC Berkeley (Boalt Hall) and experience at a top national firm, Brian Wyatt brings big-firm intellect to a personalized, boutique setting. You get top-tier legal advice without the impersonal nature of a mega-firm.
• Community Involvement: We are deeply invested in the Sacramento community, particularly in organizations serving people with developmental disabilities. Our commitment goes beyond the office; we advocate for the rights of the disabled in our community.
• Clear Guidance: We demystify the legal process. Whether explaining the duties of a trustee or the intricacies of a special needs trust, we ensure you understand every detail. We avoid legalese and speak in plain English.

Special Needs Planning: A Closer Look

• Preserving Benefits: Many government benefits are means-tested. A direct inheritance can disqualify a person with disabilities from these benefits. A Special Needs Trust (SNT) holds assets for the beneficiary’s benefit without counting as their own assets.
• Choosing a Trustee: We help you select the right trustee for your SNT. This is a critical decision, as the trustee must understand the complex rules of distributions to avoid penalties. We can also serve as professional trustees or guide family members in this role.
• Letter of Intent: We encourage and assist parents in writing a ‘Letter of Intent.’ While not a legal document, this letter provides future caregivers and trustees with vital information about your child’s preferences, routines, medical history, and hopes for the future.

Contact Us Today

• Schedule an Appointment: Secure your family’s future with the help of a dedicated expert. Contact the Law Office of Brian D. Wyatt today to discuss your estate planning needs.
• American River Drive: Our office is located in the Wilhaggin area of Sacramento on American River Drive, offering a quiet and professional environment away from the congestion of downtown.