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Medical Asset Protection California .pdf



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Protecting The People You Love,
The Assets You Own
And The Future You Envision.

About Us
At the Oakley Law Group, we take a personalized, collaborative and integrated
approach to the practice of law. What does this involve? For starters, we take the
time to get to know you personally, so that we can develop a thorough
understanding of your particular situation and the goals you wish to achieve. Only
then do we design a customized plan tailored to your specific needs. We also
welcome the opportunity to work closely with your loved ones and, if you desire,
your existing advisors. It has been our experience that the best plans are the result
of close collaboration with everyone involved. Finally, while our focus is on estate
planning and closely related practice areas, we know that our clients may face
other legal issues in their lives that we may not focus on. Because we are dedicated
to helping our clients receive the best possible legal advice in any situation, as an
additional resource for our clients, we maintain a list of practitioners who we feel
confident would provide sound counsel and representation in other legal matters.
Should you need a referral, please feel free to call our office and we will be happy
to provide a few recommendations.

Attorney Profiles
Steven Oakley
Attorney Steven Oakley received his law
degree from UCLA School of Law in 1995
and is admitted to practice before all
California courts and the U.S. District Court
for the central district of California. He is a
member of the State Bar’s Trusts and Estates
Section and Wealth Counsel, LLC.
Steve served as a judicial extern to the
Honorable William Rey of the U.S. District
Court, as assistant to retired California State
Supreme Court Justice Cruz Reynoso, as
interim Special Assistant to the Vice
Chairman of the U.S. Commission on Civil
Rights in Washington, D.C. and as a Pro
Bono attorney for Public Counsel.

Practice Areas
Estate Planning
Trust Administration

Probate
Asset Protection
Planning for Medical Professionals

Estate Planning
Many people think that an estate plan is simply a way to transfer assets to
heirs after death. While this is part of the story, a well-designed estate plan
offers a number of benefits. When you work with the Oakley Law Group,
the estate plan we create for you and the people you love will protect your
hard-won assets; use the tax laws to utmost advantage so you pay minimal,
if any, tax; ensure your children’s inheritance; enable you to pass on your
values, goals and work ethic. In short, it will protect you, your family and
your legacy. And even if you already have a plan, chances are we can make
it significantly better. The fact is, an outdated or inadequate plan is often
worse than no plan at all.
It is important to remember that if you don’t have an estate plan, the state
of California and the IRS will create one for you. Of course, their plan will
not focus on minimizing taxes or looking out for the best interests of your
heirs. This is why having your own, thoughtfully designed estate plan is so
important.

Business Law
While our focus at the Oakley Law Group is on estate planning and closely related
practice areas, we are frequently asked about issues involving business law. As an
additional resource for our clients, we maintain a list of practitioners who we feel
confident will provide sound counsel and legal representation in this area. Should you
need a referral, please feel free to call our office and we will be happy to provide a few
recommendations.
Business law encompasses a wide range of substantive legal issues surrounding
the operation of a business. It can encompass laws governing all of the
following areas:











Contracts
Sales
Commercial paper
Agency and employment law
Business organizations
Real property
Bailments
Insurance
Consumer and creditor protection

Contact Us
Phone: 818-333-5200
Fax: 818-450-3886
E-mail: steve3501@gmail.com
Web: www.oakleylawgroup.com

Burbank Office:
2600 W. Olive Avenue
Suite 500
Burbank, CA 91505


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