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Archive for October 2019

A Trust May be a Good Option for a Disabled Beneficiary

By Law Offices Of Lee L. Kaster, P.C. | October 9, 2019 | 2
Law offices of lee l. kaster, p.c.

Do you have a beneficiary with a disability or for whatever reason they cannot manage money effectively? The best way to provide for such a beneficiary following your death may be to leave it in a trust for them. A trust can preserve valuable public benefits like Medi-Cal and SSI for a disabled beneficiary and…

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Testimonials

Ardee M., San Jose

“Lee Kaster is the most compassionate, kind and caring attorney I have ever had the pleasure to work with. With a difficult probate involving no will, and relatives screaming and being difficult, Lee made the impossible happen. He has guided me every step of the way, and has now become a trusted friend as well. He is a wonderful man, and a great attorney!”

Christine M., Walnut Creek

“Lee has an amazing ability to take a complicated topic and explain it at a level that anyone can understand. He is an attorney with a heart that cares about his clients! Rare and yet so welcomed! Professional and competent – two qualities I want in my estate planning attorney.”

Colleen P., Oakland

“I’ve had the pleasure of working with Lee Kaster on several occasions for legal advice and help with contracts. He is wonderful to work with – responsive, friendly, direct, ethical, patient, and thorough. Most importantly, he lucidly translates legal-speak into terms that I can understand. In short, I highly recommend him for whatever your legal needs are!”

Stefanie A., Port Townsend, WA

“Lee Kaster is a great attorney. He has been incredibly responsive and so easy to work with, especially since I am having to deal with this probate issue long distance. I wholeheartedly agree with the other reviewers assessments that he translates the “legalese” into readily understandable concepts, as well as being friendly and extremely thorough. Lee was a referral from a trusted friend who is a top level paralegal and I am so happy to have ended up working with him. I can’t begin to say enough good things about him, so I will just say that I would highly recommend his excellent services.”

Stacy G., Piedmont, CA

“Our family was truly lucky to work with Lee Kaster. His diligence, patience and expertise was a huge source of comfort for us during a difficult time. His deamenor was always professional and friendly and he seemed more than willing to go the extra mile for us. I highly recommend him!”

Rose W., Walnut Creek, CA

“I had the pleasure of working with Lee to set up a living trust. I am not the most organised person but with his help and patience the task was completed efficiently. His direction and advice was so very helpful and I found him to be easy to talk to and attentive to detail. I would have no hesitation in recommending him.”

Robert T., Hercules, CA

“Lee Kaster was extremely helpful and knowledgeable regarding the drafting of our family trust. He skillfully answered all of our questions and concerns. He quickly gained our trust and confidence. We look forward to a continued business relationship with Lee”

Gerald M., Moraga, CA

“I consulted Lee regarding an insurance matter and found him to be very responsive to my needs. He needed to do some research and did so in a thorough and timely manner. I would not hesitate to recommend him for a family related legal issue.”

Greg G., San Francisco

“Lee was creative and incredibly diligent in bringing our long overdue estate planning up to date. He arranged everything we did not want to address, kept us on track and did it all with high efficiency. Could not recommend more highly.”

Nancy C., Walnut Creek, CA

“My husband and I went to Lee Kaster to draw up our Trust and Power of Attorney documents. He was great to work with and very professional. He did a fantastic job in a short period of time reflecting our wishes. The final product is a great binder and backup CD and memory stick with all the parts of the Trust included. Great work. Thank you!”

Yoko I., Oakland, CA

“Having Mr. Lee Kaster as my personal estate and probate lawyer was like seeing the Maestro, on a podium with a baton, conducting a beautiful orchestra. He was in total control, very smooth, and had executed my cases thoroughly and efficiently. Whether visibly or invisibly, consciously or unconsciously, there were myriad of things that Mr. Kaster had done for me with such aplomb, precision, and with alarming alacrity. He had listened, focused, and was aware of my situation at hand, and steered toward the right direction for the best solution possible to complete my case.

Mr. Kaster is rigorously hard working, has a high sense of work ethics, extremely honest, and collectively focused and attentive to his client's needs. But, most importantly, I am mostly impressed with how patient and kind he is as an individual entity.

If you need a fantastic lawyer, Mr. Kaster is the vital connection and ultimate bridge needed between you and the law.
”

Jake B., Pleasanton, CA

“Lee was creative and incredibly diligent in bringing our long overdue estate planning up to date. He arranged everything we did not want to address, kept us on track and did it all with high efficiency. Could not recommend more highly.”

Lynn K., San Francisco, CA

“Lee is knowledgeable, efficient, and easy to work with. He also kept us on track with a complicated will and trust when we (two lawyers ourselves) were a bit lost with the process. He was extremely responsive (more so than we were with our own answers). I have recommended Lee without reservation to everyone who asks me for an estate lawyer. Thanks Lee!”

Austin S., Danville, CA

“Lee is efficient, knowledgeable, friendly and informative. He takes the time to explain things and makes sure you get the estate planning you want and need. I am a partner at a major international law firm, so I know what quality lawyering looks like. I recommend Lee.

Steve R., Oakland, CA

“Lee provided Estate Planning for me and my wife. This included creating a Revocable Trust, a Will, a Durable Power of Attorney, and an Advanced Health Care Directive. Lee patiently described what each of these were and the importance of each. He helped us gather all of the relevant information and walked us through the process step-by-step. Lee's calm and matter-of-fact demeanor make him excellent at what he does. I would highly recommend Lee.

Diahann D., Oakland, CA

Let's face it, we are all going to die. It's a scary issue we must all face. The nightmare is to die without having your financial house in order. We hired Lee Kaster to draft our living trust/will, and final estate planning. Lee did an exceptional job drafting our financial estate and final medical desires in writing. Lee is a competent through attorney that knows what he is doing. Life is more precious when you are prepared for death. We recommend Lee Kaster for all your estate planning needs.

Eric G., Felton, CA

"Lee recently helped me with a sensitive issue. He was professional, courteous, easy to relate to, explained things in a way I could readily grasp and understand, and was tenacious in pursuing what we thought was right. I'm so happy that I'm going to have him draw up a living trust for my wife and me. Highly recommend."

Ann F., Walnut Creek, CA

My husband and I had been dragging our feet a little about setting up a family trust after the birth of our son. Lee took something that seemed complicated and time-consuming and made it straightforward and easier than expected. He made sure that we understood our options, and he respected our choices. Lee is so easy to talk to and work with that we referred my mother to him to revise her trust and do some additional estate planning. We feel so much better having our trust set up, but most of all, we feel so grateful to have found Lee to address this and our future legal needs.!

Chris R., Concord, CA

"I have been very pleased with the advice and service from Lee. He has been super helpful and patient in settling the estate of my life partner. What I like is that he makes the complex California laws and rules easy to understand. When something has come up that he is not as familiar with, he goes back to do the research to provide the right response. This is very different from other lawyers I have worked with. Lee has also done a fantastic job updating and amending the family trust. We feel much more confident now that all contingencies have been addressed. The fact that he is local to Walnut Creek in a convenient location is an added plus. I look forward to future collaboration and highly recommend Lee Kaster."

Terry B., Lafayette, CA

"Lee is an excellent Elder Law Attorney. He listens and explains. He updated our old trust and was very easy to work with. His price was fair and he helped us understand what was needed. We highly recommend him. And pleas, get yourself a will or trust. It is vital."

Gordon B., Walnut Creek, CA

"Knowledgable, dedicated and efficient. My wife and I were very pleased with the service Lee provided setting up our trust. I would recommend Lee to anyone needing legal advise on trusts."

Madeline S., Lafayette, CA

"Lee Kaster created a trust for us recently, and we were completely satisfied with his service. He was responsive, clear in his communications (and quick to clarify where any questions remained), and personable. I would not hesitate to contact him again myself or recommend him to others for trust/estate matters."

Stephanie L., Oakland, CA

"Searching online, including Yelp, I found Lee Kaster. I took a chance and called his office. My first surprise was when I asked to speak to him; I was immediately transferred. Not only did we talk during that first call, I was able to speak with him when I called back with additional questions. We also communicated via email. I particularly appreciated how easy it was to talk with and understand him; all of this without an office visit or any fees. Because circumstances changed, I never had an opportunity to meet him. When I explained the reasons I had to cancel our appointment, his response was how sorry he was about the issues I was facing and wished me good luck. If I ever need an estate attorney, Lee is definitely my choice; he's very knowledgeable and is one of the good guys!"

Joelle H., Sebastopol, CA

"I found myself needing a lawyer who was familiar with court appointed conservatorships, as from what I read on-line it was complicated and form intensive process which I was not prepared to explore on my own. I live out of CC County and Lee was recommended to me by my local attorney and I can't be happier with Lee's help . He has been responsive, patient with my questions, thorough and understanding of the situation. He has guided me through the maze of paperwork and procedures, and has been extremely professional and knowledgeable in conservatorships. I would highly recommend Lee to anyone who needs estate planning services. He is a gem."

Mike K., Walnut Creek, CA

Total class act, sat and talked with me for hours even on repeat visits. This is not one of those attorneys where you have to be watching the clock or afraid to call because you'll be charged extra.

Take some time, get your life in order and plan for your family. They're worth it; and when you do, call Lee. I promise you won't regret it.

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(925) 280-6701

(925) 280-6078

lkaster@kasterlaw.com

1806 Bonanza Street
Walnut Creek, CA 94596

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