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Sheppard Mullin, Elder Law Center Offer Free Estate Planning

Daily Journal

In the article, “Sheppard Mullin, Elder Law & Disability Rights Center Offer Free Estate Planning,” the Daily Journal spotlights the firm’s pro bono partnership with the Elder Law & Disability Rights Center in Santa Ana to offer Orange County’s low-income senior citizens advice on trust and estate planning. Leading the Sheppard Mullin pro bono team is partner Corey Steady, a member of the firm’s Tax, Employee Benefits and Trusts & Estates practice group.

In describing the services offered by the clinics, Steady explains, “Participants have an opportunity to complete an advance healthcare directive to ensure someone can make healthcare decisions for them when they cannot. The second part of the clinic is additional education with a focus on end-of-life asset planning. There are different plans for owning a home versus having a bank or retirement account. In that clinic, participants have an opportunity to work with a lawyer and complete a statutory will or durable power of attorney.”

The clinics’ mission is to help individuals age with dignity and independence regardless of income. “We hope this will avoid the need for low-income families to struggle through onerous conservatorships, and that is one of the grand goals of this clinic -- to reduce or eliminate those cases in Orange County,” Steady adds.

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