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(925) 482-8910Visit WebsiteMap & Directions1350 Treat BlvdWalnut Creek, CA 94597Write a Review

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Let us help you plan for the future.

General Info
Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships. General conservatorships are for people who can no longer care for themselves because of diminished physical or mental abilities caused by aging, sickness or accident. We will help you prepare a customized plan for their care and file the court documents on your behalf to make the arrangement legal. Limited conservatorships are set up by the family of individuals who are unable to care for themselves as a result of an Intellectual or Developmental Disability which began before age 18. California limited conservatorships give family members the legal authority to care for loved ones over age 18 whose developmental disability impairs their ability to care for themselves or their property. Limited conservatorships are intended to enable persons with developmental disabilities to receive services in order to lead independent, productive, and normal lives. If your loved one has died and you are the executor or trustee of their estate, it is your job to carry out their last wishes. We will help you understand your legal duties, get organized, distribute assets, handle tax returns and prepare trust accounting reports. We will also help you deal with life insurance, retirement assets and other non-trust assets. We are licensed to practice before the IRS and the Franchise Tax Board. We can assist you with tax problems related to the administration or distribution of an estate or other related tax issues. We are zealous advocates for the developmentally disabled. Let us help you set up the limited conservatorship and special needs trust your family needs. Let us help you make a plan for the future care of your disabled child. We will help you with making a financially sound plan for your retirement years while minimizing your tax liability. We will assist you with dovetailing your estate planning decisions with your retirement planning goals. If advantageous, will set up your customized tax-deferred retirement plan for you and get it approved by the Internal Revenue Service. Your plan assets will grow tax-free. In addition we will help you to structure your estate plan to minimize the tax burden to your loved ones who will receive your retirement assets upon your death. If you are administering a loved one's estate after their death, our tax attorneys will assist you with filing accurate tax returns including the deceased's form 1040, the fiduciary form 1041 and the federal estate tax return 706, if required. If you are notified of a personal or business tax audit by the IRS or the state Franchise Tax Board, we will manage the audit on your behalf. If any other tax controversy arises, we will represent you before the Internal Revenue Service, the California Franchise Tax Board or the US Tax Court as your registered representative. Free Initial Consultation Your initial 60-minu
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Business History
Rita Holder Law, located in Walnut Creek, is a well-known law firm specializing in wills and trusts. We serve the entire San Francisco Bay Area. Our goal is to be your most trusted adviser.

We provide a complete range of estate planning services. We will provide you with prompt turnaround and high quality, professional service. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. 

We prepare conservatorships, limited conservatorships and special needs trusts

If your loved one has died, we provide estate administration services, including notices, court filings and accountings of the trust. We will assist you with filing accurate tax estate tax returns such as the final form 1040, the fiduciary form 1041 and if needed the estate form 706. If a controversy arises we will represent you before the IRS or state Franchise
Services/Products
We provide a complete range of estate planning services. We will provide you with prompt turnaround and high quality, professional service. Estate Planning We can draft your Will and Trust Documents Including: Complete Pour-Over Will, Revocable Trust, Durable Power of Attorney, Advance Health Care Directive, Nominations of Guardians, Community Property Declaration, Delegation of Bank Account Authority, Trust Transfer Deeds. Nomination of Guardians for Your Minor Children If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. Conservatorships There are different types of conservatorships under the California Probate Code, including “general conservatorships” and “limited conservatorships.” ​ General Conservatorships General conservatorships are for people who can no longer care for themselves because of diminished physical or mental abilities caused by aging, sickness or accident. We will help you prepare a customized plan for their care and file the court documents on your behalf to make the arrangement legal. Limited Conservatorships Limited conservatorships are usually set up by the family's of individuals who are unable to care for themselves as a result of an Intellectual or Developmental Disability which began before age 18. ​California limited conservatorships give family members the legal authority to care for loved ones over age 18 whose developmental disability impairs their ability to care for themselves or their property. ​Limited conservatorships are intended to enable persons with developmental disabilities to receive services in order to lead independent, productive, and normal lives. Trust and Probate Administration If your loved one has died and you are the executor or trustee of their estate, it is your job to carry out their last wishes. We will help you understand your legal duties, get organized, distribute assets, handle tax returns and prepare trust accounting reports. We will also help you deal with life insurance, retirement assets and other non-trust assets Tax Constroversies We are licensed to practice before the IRS and the Franchise Tax Board. We can assist you with tax problems related to the administration or distribution of an estate or other related tax issues.
Payment method
all major credit cards, check, debit, mastercard, amex, visa
Location
Our office is one block off Hwy 680, at Treat Blvd. -- on the same side of the freeway as the Pleasant Hill BART station. We are part of the Renaissance Hotel complex in the Urban West building -- on Treat Blvd. between Jones Road and Oak Road – directly across from Starbucks. Off Treat Blvd., turn right at Jones Road, and enter the driveway on the right. Bear to the right, take a ticket and enter the underground parking lot The office is on the fourth floor, Suite 420.
Amenities
Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacitation or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. Limited Conservatorships We are zealous advocates for the developmentally disabled. Let us help you set up the limited conservatorship and special needs trust your family needs. Let us help you make a plan for the future care of your disabled child. Special Needs Trust Let us help you set up a "special needs trust," which will enable you to provide for your loved one with a disability without jeopardizing government benefits - such as SSI and Medicaid benefits.
Languages
Farsi, Tagalog
Accreditation

California Bar

United States District Court

Associations
Professional Licenses •State Bar of California •U.S. District Court Northern District •U.S. District Court Eastern District ​Professional Memberships •Tax Section of the American Bar Association •Real Property and Estate Planning Section of the American Bar Association •California Bar Association Tax and Estate Planning Sections •Contra Costa Bar Association Family Law Section •Contra Costa Bar Association Estate Planning Section •California Women Lawyers Non-professional Memberships •National Autism Association •National Association of Mental Illness (NAMI) •National Association of Environmental Professionals Training • Trial Training - Natl. Institute for Trial Advocacy (NITA) ​Education •LL.M. Masters of Law in Taxation/ERISA - Golden Gate University •J.D. Juris Doctorate - Golden Gate University •M.S. Environmental Policy - American Military Univ. •B.S. Environmental Science - U.C. Berkeley ​ ​ ​ ​
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Details

Phone: (925) 482-8910

Address: 1350 Treat Blvd, Walnut Creek, CA 94597

Website: RITA HOLDER LAW