Amy Ochi is the owner of Ochi Law P.C. in Roseville and is a Certified Specialist in estate planning, trust and probate law by the State Bar of California. Her practice includes drafting trust and estate documents to secure clients' estates, avoid probate, avoid litigation, and planning for incapacity and long term care, including Medi-Cal and VA benefits.
She also handles probates and trust administrations. Ms. Ochi a member of the State Bar of California (Trusts and Estates Section), the State Bar of Arizona, and has been a board member of the South Placer Estate Planning Council for 4 years. She is a member of WealthCounsel, LLC.
She also handles probates and trust administrations. Ms. Ochi a member of the State Bar of California (Trusts and Estates Section), the State Bar of Arizona, and has been a board member of the South Placer Estate Planning Council for 4 years. She is a member of WealthCounsel, LLC.
Services
Trust, including Revocable, Irrevocable, and specialty trusts tailored to your unique circumstances. These include Irrevocable Life Insurance Trusts (ILITs) and Special Needs Trusts designed to protect public benefits for qualified individuals. These are just a few examples of estate planning trusts which can protect your hard earned savings.
I want to express my gratitude for the help you gave me with my dad's trust and for the wise counsel I received from you. You made a difficult process much easier to deal with. We are waiting for the house to sell, but we are patient. All is well, we are happy and in a good place! Warm regards. P.S. Please extend thanks for Nicole for the work she did on our behalf.
If you would like Amy to speak on one of these or another topic relevant to your organization, please contact us at info@ochilaw.com. Amy was interviewed about what it means to have the legal mental capacity to make ones own financial decisions, and what happens in a medical emergency when you don't have physical capacity to communicate.
AB Trust - In a nutshell, with an AB Trust, a trust is created which splits into two parts upon the death of the first spouse. Trust A is the survivor's trust (Above ground), and trust B is the decedent's trust (Below ground). The surviving spouse has complete control over the separate trusts in his or her trust, but limited control in the assets of the deceased.
Reviews (3)
Mary Mussell
Sep 29, 2021
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Ochi Law, PC
Amy Ochi is exceptionally knowledgeable about the law. She and Nicole Sheriff were very thorough in updating our wills and trust.
Amy explained legal terms we didn’t understand and was extremely patient. Both are pleasant and easy to work with. They listened carefully and responded to our questions about specific needs regarding our trust and wills.
We received a comprehensive binder with all trust, wills, and end of life information with additional electronic backup of these materials. This law firm went above and beyond our expectations.
Amy Ochi is exceptionally knowledgeable about the law. She and Nicole Sheriff were very thorough in updating our wills and trust.
Amy explained legal terms we didn’t understand and was extremely patient. Both are pleasant and easy to work with. They listened carefully and responded to our questions about specific needs regarding our trust and wills.
We received a comprehensive binder with all trust, wills, and end of life information with additional electronic backup of these materials. This law firm went above and beyond our expectations.
Michael Gee
Jul 21, 2020
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Our initial trust was drawn 11 years ago. It was time to update and make several changes. Ochi Law was recommended to us through our community website. We found Amy Ochi and her staff exceptionally knowledgeable, professional and current on today's trust laws. She provided us with updated documents, advised us on additional items to consider and communicated with us throughout the process. We are very confident and happy with her service.
Linda Roberts
Aug 05, 2018
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