LIVE OAK ESTATE PLANNING
Holistic Estate Planning to Meet Real-Life Needs
Serving Families and the Special Needs Community in Claremont, Upland, San Dimas, La Verne and virtually throughout California.
At Live Oak Estate Planning your attorney will provide personalized advice to address your family’s unique needs.
Practice Areas
At Live Oak Estate Planning, we provide the following legal services.
Estate Planning
Estate planning encompasses both planning for the distribution of your assets after your death and planning for your potential incapacity. Without an estate plan, the state of California has made a plan for you. If you want a say in who will care for your children, who will receive which of your assets, or how to be cared for in the event of incapacity, then you need an estate plan.
Special Needs Planning
We help parents plan for children with special needs by building a fortress of protection around them that will last a lifetime, because they will need you and your support much longer than others.
Trust Administration
When someone dies with assets in a trust, the trust must be administered according to the rules laid out in the trust document. The successor trustee is typically the person responsible for administering the trust after the death of the trust creator. Regardless of the specifics of the trust, there are generally four categories of tasks to be performed by the successor trustee:
Probate
If someone dies without a trust, the court supervised probate process is used to identify the deceased person's heirs, property, and valid debts. If there is a will, the court will usually appoint the executor named in the will and the assets will pass to the named beneficiaries. If there is no will, the court will appoint a family member or other interested person as executor and the assets will pass according to the California Probate Code.
Trusts and Probate Lawyer In Claremont CA
About Live Oak Estate Planning
Meet Satkirtan (Sati) McLafferty
Hi, I’m Sati McLafferty, the founder of Live Oak Estate Planning, in my hometown of Claremont. On top of running a business, I am a wife and a mom to two wonderful children. My journey as a mother to a child with a rare genetic syndrome has shaped my passion for helping families in the special needs community. I understand firsthand the unique challenges of raising a child with special needs, and I’m here to help caregivers find peace of mind through thoughtful, compassionate estate planning.
Before starting Live Oak Estate Planning, I ran my own law firm in Colorado and later joined a well-respected boutique estate planning firm in Denver. When my husband and I decided to return to Claremont to be closer to family and to start our own, I knew I wanted to continue working with families, especially those in the special needs community.
I know that life is busy, and planning for the future can feel overwhelming. That’s why I strive to make the process as flexible and inclusive as possible. Feel free to bring your child or loved one along to our meetings if you need to. Or if you prefer, we can meet virtually over Zoom—whatever works best for you.
When I’m not working, I love learning, playing with my rambunctious boys, and exploring everything Claremont has to offer. I’m licensed to practice law in California (335498) and hold an inactive license in Colorado (46910). So whether you’re here in Claremont or elsewhere in California, I’m ready to help you plan for your family’s future.
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