Through the Western Conference of Teamsters, Pacific Estate Planning P.C. is able to provide general counseling advice to our Teamsters / UPS clients on a yearly basis. The legal fees refresh on a yearly basis on January 1st of each year. The Teamsters member either uses them for the year or loses them forever. Get creative! This source of funds can be used to answer almost any legal question.

Here are examples of how our firm has helped our clients in the past:

• Pacific Coast Benefits Trust, Teamsters Pension, 401k with Empower – all of your questions answered by our attorney including: rolling Pacific Coast Benefits Trust into a different retirement account, Calculating Teamsters Pension Benefits, Filling out retirement packets, Advice on taking a loan out on the 401k, Traditional IRA, Roth IRA, or Blend accounts in 401k, filling out beneficiary designation forms so the right people inherit your retirement accounts, etc. (We are not financial advisors. We will not invest your money for you, but we will provide legal advice and guide you).
• Advance Health Care Directive, HIPAA Waiver, and Financial Power of Attorney for any of our client’s (1) adult children (2) fiancé’s  (3) siblings, etc.  Teamsters let us do these documents for anyone, so long as the Teamsters member is named as the primary financial and medical agent.
• Assist clients to fill out Life Insurance Beneficiary Designation Forms.
• Assist clients to fill out Retirement Beneficiary Designation Forms (our firm likely did the retirement forms for the UPS/Teamsters member, but would still like to do the forms for that member’s spouse).
• Assist client to list their trust as an additional insured on their home insurance policy.
• Answer client questions relating to state property taxes, the parent/child exclusion, prop 19, and how to make sure children inherit a house without triggering re-assessment.
• Answer client questions relating to purchasing an investment property.
• Answer client questions relating to forming a new business (does not include business formation itself).
• Review the estate plan of client’s parents or other family member, identify any drafting errors, and explain the documents to the client.
• Advise a client on how to make financial or medical decisions for their elderly parent(s).
• Review an estate plan drafted by a different attorney, identify any errors, and provide advice on how to fix.
• Advise a client on what title insurance is and to make sure that deeding their home into their trust did not / would not void their title insurance policy.
• Review family law documents such as marital settlement agreements and provide advice on any estate planning issues that family law counsel may have missed.
• Advise client regarding any small claims court proceeding.
• Provide advice on how to protect assets from creditors.
• Let us know of any other legal question or service you can think of and we’ll explore coverage with you!

• Complete Estate plans along with a Living Trust
• Estate Plan amendments / restatements at no charge if any of the following occur:
  1. Every 3 years for the rest of your career
  2. Or, before 3 years, if you:
     1. Get married;
     2. Get divorced;
     3. Have a new child; or
     4. Experience the loss of a qualifying family member
• Debt Collection Defense.  We are here to help you protect your assets, and negotiate, settle, or re-structure your debts.  If you have creditors, such as credit card debt, we are here to defend you!
• Probate court proceeding after the death of a loved one.  (Partial Teamsters coverage).
• Administering a trust after the death of a loved one.  (Partial Teamsters coverage).