Beyer, Pongratz and Rosen is a Professional Law Corporation that has been providing exceptional Sacramento legal services since its inception in 1991. We offer unparalleled experience in a variety of practice areas; including, estate planning, asset protection, business law, trust litigation, and more.
For more than 27 years, the law firm of Beyer, Pongratz and Rosen has proudly served individuals in Sacramento, Lincoln, and the surrounding communities. Beyer, Pongratz and Rosen presents an unparalleled combination of large firm expertise with small firm consideration and understanding; working diligently to establish trust and reliability that our clients can continuously count on.
For more than 27 years, the law firm of Beyer, Pongratz and Rosen has proudly served individuals in Sacramento, Lincoln, and the surrounding communities. Beyer, Pongratz and Rosen presents an unparalleled combination of large firm expertise with small firm consideration and understanding; working diligently to establish trust and reliability that our clients can continuously count on.
Services
Beyer, Pongratz and Rosen, a Professional Law Corporation, was first organized in 1991 by two of its founding attorneys, Gregory R. Beyer, Esq, and Stephen G. Pongratz Esq. Mr. Beyer and Mr. Pongratz had worked together, in the same office, for 2 years prior to their creation of the current corporation.
Estate planning is the process of anticipating and arranging, while you are still alive, for the management and disposal of your estate during your life and upon your death; all the while, minimizing gift, estate, generation skipping transfer, and income tax.
Our services includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.Our estate planning attorneys provide our clients with insights and solutions to their estate planning concerns and problems.
Our services includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.Our estate planning attorneys provide our clients with insights and solutions to their estate planning concerns and problems.
A living trust, also known as a revocable trust, is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust avoids probate at death, can control all of your assets even after you are gone, and prevents the court from controlling your assets at incapacity.
A Power of Attorney (also known as POA) over Assets gives another person the power to act on your behalf as your agent. The document can be limited to a particular activity, be temporary or permanent. POA for Asset Protection can take effect immediately or only upon the occurrence of a future event such as a mental or physical disability.
If you want to leave money or property to a loved one with a disability you must plan carefully. By setting up a Special Needs Trust, you can avoid jeopardizing your loved one's SSI and/or Medi-Cal benefits.
The trustee cannot give money directly to your loved one without causing them to lose any government benefits they are to receive or are already receiving, however they can spend Special Needs Trust assets to purchase goods and services for your disabled loved one such as personal care attendants, home furnishings, out of pocket medical and dental expenses, education, recreation, physical rehabilitation and more.
The trustee cannot give money directly to your loved one without causing them to lose any government benefits they are to receive or are already receiving, however they can spend Special Needs Trust assets to purchase goods and services for your disabled loved one such as personal care attendants, home furnishings, out of pocket medical and dental expenses, education, recreation, physical rehabilitation and more.
Reviews (1)
C. J.
Jul 28, 2017
Report
Mr. Beyer prepared two trusts for my family. His vast experience and sincere dedication is apparent upon meeting him. The assistance he provided me was invaluable. Always available to, patiently, provide answers to the numerous questions that can surface with the administration of a trust. He is the calm in a storm and possesses an incredible wealth of information. A definite FIVE STARS!
