Johnson, Fantl & Kennifer LLP

Johnson, Fantl & Kennifer LLP is a distinguished law firm located in Monterey, California, specializing in estate planning, probate, and trust administration. With a team of experienced attorneys, the firm offers comprehensive services tailored to meet the unique needs of each client. Their expertise encompasses the development of wealth transfer plans, including revocable living trusts, wills, durable powers of attorney, and advance health care directives. Additionally, they provide guidance on lifetime gifting strategies, life insurance planning, and strategies for the transfer of retirement and deferred compensation plans. The firm's attorneys also have significant experience advising trustees, executors, and beneficiaries, working collaboratively with each client's tax, investment, and other professional advisors in the administration of trusts and estates. Services include inventory and valuation of assets, issuance of statutory notices, responding to creditors, reviewing and preparing gift and estate tax returns, allocating and distributing assets, and the preparation of accountings and other reports, asset transfer documents, and necessary court filings. With a commitment to integrity, experience, and trust, Johnson, Fantl & Kennifer LLP is dedicated to providing exceptional service and quality to their clients in Monterey and beyond.