Medical Asset Protection California

Protecting The People You Love,The Assets You OwnAnd The Future You Envision.

About UsAt the Oakley Law Group, we take a personalized, collaborative and integratedapproach to the practice of law. What does this involve? For starters, we take thetime to get to know you personally, so that we can develop a thoroughunderstanding of your particular situation and the goals you wish to achieve. Onlythen do we design a customized plan tailored to your specific needs. We alsowelcome the opportunity to work closely with your loved ones and, if you desire,your existing advisors. It has been our experience that the best plans are the resultof close collaboration with everyone involved. Finally, while our focus is on estateplanning and closely related practice areas, we know that our clients may faceother legal issues in their lives that we may not focus on. Because we are dedicatedto helping our clients receive the best possible legal advice in any situation, as anadditional resource for our clients, we maintain a list of practitioners who we feelconfident would provide sound counsel and representation in other legal matters.Should you need a referral, please feel free to call our office and we will be happyto provide a few recommendations.

Attorney ProfilesSteven OakleyAttorney Steven Oakley received his lawdegree from UCLA School of Law in 1995and is admitted to practice before allCalifornia courts and the U.S. District Courtfor the central district of California. He is amember of the State Bar’s Trusts and EstatesSection and Wealth Counsel, LLC.Steve served as a judicial extern to theHonorable William Rey of the U.S. DistrictCourt, as assistant to retired California StateSupreme Court Justice Cruz Reynoso, asinterim Special Assistant to the ViceChairman of the U.S. Commission on CivilRights in Washington, D.C. and as a ProBono attorney for Public Counsel.

Practice AreasEstate PlanningTrust AdministrationProbateAsset ProtectionPlanning for Medical Professionals

Estate PlanningMany people think that an estate plan is simply a way to transfer assets toheirs after death. While this is part of the story, a well-designed estate planoffers a number of benefits. When you work with the Oakley Law Group,the estate plan we create for you and the people you love will protect yourhard-won assets; use the tax laws to utmost advantage so you pay minimal,if any, tax; ensure your children’s inheritance; enable you to pass on yourvalues, goals and work ethic. In short, it will protect you, your family andyour legacy. And even if you already have a plan, chances are we can makeit significantly better. The fact is, an outdated or inadequate plan is oftenworse than no plan at all.It is important to remember that if you don’t have an estate plan, the stateof California and the IRS will create one for you. Of course, their plan willnot focus on minimizing taxes or looking out for the best interests of yourheirs. This is why having your own, thoughtfully designed estate plan is soimportant.

Business LawWhile our focus at the Oakley Law Group is on estate planning and closely relatedpractice areas, we are frequently asked about issues involving business law. As anadditional resource for our clients, we maintain a list of practitioners who we feelconfident will provide sound counsel and legal representation in this area. Should youneed a referral, please feel free to call our office and we will be happy to provide a fewrecommendations.Business law encompasses a wide range of substantive legal issues surroundingthe operation of a business. It can encompass laws governing all of thefollowing areas: Contracts Sales Commercial paper Agency and employment law Business organizations Real property Bailments Insurance Consumer and creditor protection

Contact Us Phone: 818-333-5200 Fax: 818-450-3886 E-mail: [email protected]: www.oakleylawgroup.com Burbank Office: 2600 W. Olive Avenue Suite 500 Burbank, CA 91505