bio
Matthew Hart graduated from John F. Kennedy University School of Law in Pleasant Hill, California. He
has been focusing on Estate Planning for his entire legal career. He has attended Continuing Legal Education classes in "Drafting effective Wills and Trusts", "Advanced Estate Planning Techniques", and "Fundamental Probate Procedures and Practice". He is a
California State Bar certified speaker on "Avoiding Financial Elder Abuse".Prior to becoming an attorney, Matthew Hart attended Eugene Bible College and spent 20 years in the information technology sector as a Senior Server Engineer and Manager of Intel Server Architecture. He worked for such companies as Barclays Global Investors, Compucom, and Bechtel.
He has a wife of 20 years and a teenage daughter. As a result, this life experience allows him to uniquely understand client issues related to Estate Planning.
Matthew Hart is a member of the following organizations:
California State Bar, Trust and Estates Section
American Bar Association, Trust and Estates Section
Contra Costa County Bar Association, Trust and Estates Section
East Bay Trust and Estates Lawyers
Estate Planning Council of Diablo Valley
Better Business Bureau
Antioch Chamber of Commerce
Calvary Temple Church
services offered
Estate Planning A common practice at some legal firms, is to use paralegals
at different points in meeting with clients and the
preparation of legal documents. At our firm, you will meet
with an attorney and all documents will be prepared by an
attorney using the most effective legal methods available.
In the Estate Planning context we create Wills, Trusts,
Durable Powers of Attorney, and Advanced Health Care
Directives.
Additionally, our wills are distinguished by providing testimonial sections whereby the Christian client is able to impart their spiritual beliefs and values to their remaining loved ones upon their passing. This testimonial section provides a powerful opportunity for the deceased to speak to their loved ones one last time and serves as a final declaration of their living faith and hope for eternity.
Trust Administration Upon the passing of a person who created a trust, there is
always trust administration that must occur. In the
case of a married couple when the first spouse passes there
is administration to be done as well as when the second
spouse passes. We work with our clients to ensure that
all laws are complied with during the trust
administration. Failure to comply with these laws can have
serious tax consequences as well as probate consequences.
Additionally, the trustee is liable for these mistakes.
It is imperative that a trustee hire an attorney to guide
them through the trust administration process. Our
firm is well versed in this area and will guide the trustee
through the process of trust administration while helping to
minimize the time it takes for the administration.
Probate For those estates that need to pass through probate our firm
will work with the executor/administrator to navigate the
probate process. Utilizing an attorney can minimize
the time required for the probate process and reduce the
likelihood of a lengthy probate process. Additionally, there are complex forms and
specific timelines that have to be met in order to preserve
all of your rights. Finally, the
executor/administrator is liable for their actions and our
firm will keep you informed of all of the laws and help you
to avoid the mistakes that most lay people make.
Conservatorships If you have a loved one that is not able to care for
themselves or their finances a conservatorship of the person
or estate may be required. Our firm will work with you
to file the papers with the court and then help you to
manage the estate so that your loved one is not taken
advantage of.
Finally, if you hire our firm to provide any of the services above, 10 percent of all fees collected and paid to the firm will be donated to a charity in honor of the client either in name or anonymously. Please see the FAQ for more information
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