More About Mark Warfel
Defining your goals is the first step in achieving success. We zealously represent you in reaching healthy, life-affirming goal – Mark Warfel
UCLA School of Law
Appellate work in the 2nd, 4th and 5th Appellate Districts of California, and contributed to briefs in landmark California Supreme Court move-away case, Marriage of LaMusga.
Advanced training as a mediator
Former High School Teacher and Debate Coach
B.A. – University of Redlands
Family Law and Divorce. Child custody, visitation, child and spousal support, complex matters including joinder of other parties, business, real property, pension, stock, and other issues.
Real Property – transactions, disputes regarding title and ownership, boundary lines and easements, mechanic’s liens, commercial leases, and premises liability.
Bankruptcy – Chapter 7, Chapter 13, pre-bankruptcy planning, adversary actions; and creditor claims.
Estate Planning – living trusts for the middle-class, wills, durable power of attorney, special needs trusts, guardianships, conservatorships, elder abuse cases, Advanced Health Care Directives, amendments to wills and trusts, will and trust contests, all probate matters.
More Information About Trusts
More information on estate planning and revocable trusts
The objective of estate planning is to formulate and implement plans for transferring one’s property efficiently with a minimum of taxes, expenses, delay, and inconvenience.
Revocable trusts are most commonly used in California as tools for transferring property at death and managing property during periods of incapacity.
The term “revocable trust” refers to a trust with the following characteristics:
The trust is evidenced and governed by a trust document signed by the “settlor” or person signing the trust.
More than a nominal portion of the settlor’s property is subject to the trust during the settlor’s lifetime.
If there is only ONE settlor, the settlor can revoke or amend the trust at any time until his or her death.
If the trust is JOINTLY settled by spouses or domestic partners, either settlor may revoke the trust until the first death.
The primary objective of a revocable trust is to distribute the settlor’s property at the settlor’s time of death without the need for a court proceeding to administer his or her probate estate.
”Probate” refers to the entire court process of administration of a decedent’s estate.
The probate process involves proving the will, collecting the decedent’s assets, paying debts and taxes, and distributing property to beneficiaries or to trusts for the beneficiaries’ benefit. These activities are carried out by the executor or administrator under the probate court’s supervision.
Property in a decedent’s estate that is subject to distribution under a will must be administered and distributed through probate.
When a settlor dies, the trust functions like a will and disposes the decedent’s property without court supervision. Trust assets are administered and distributed by the trustee under the terms of the trust.