Experts

Estate Planning Fundamentals with De Fonte Law

Everyone, no matter how much they have, needs a personalized estate plan to take care of the people they love the most.

For parents with young children, it is critical to have a revocable trust in place that states your values, empowers and protects your spouse or partner, provides for your children when they are young, and encourages fiscal responsibility in adulthood. By creating custom plans that work, we help people avoid court, maintain their privacy, and protect family harmony.

Every day, in every way, the team at De Fonte Law strives to provide top-level customer service, treat our clients with compassion and respect, and acknowledge and practice gratitude toward our referral partners. We are committed to building and maintaining a lifetime relationship with each client.

Patricia loves Recess Collective. It were there for her when she was a new mother, and she is proud to be a sponsor and educator at Recess today.

Connect

Each month, you can find Patricia providing a fun and informative workshop to our community via Zoom. Parents will learn why they need a personalized estate plan to care for themselves and their children should the unfortunate happen. Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance- at specific ages, for specific reasons, and with specified limitations.

Throughout this workshop we will cover:

-How a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children’s future.
-Why everyone over the age of eighteen needs an advanced health care directive and durable power of attorney.
-How to control the circumstances in which your children receive their inheritance.
-The difference between a will and a trust.
-How to create an estate with life insurance.
-What happens when someone dies without an estate plan.

Patricia De Fonte, JD LL.M

ABOUT Patricia De Fonte, JD LL.M | Estate Planning Attorney

I am an estate planning attorney and the founder of De Fonte Law PC. I started this firm to offer what I think of as estate planning with heart. I wanted to create a better experience for my clients to preserve family harmony, empower their heirs, and thoughtfully reflect their values. My dedication to estate planning and my clients has led me to receive the honor of being selected to the 2021 San Francisco Super Lawyers list, and I recently won the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. 

When I am not working at the firm, you will most likely find me reading the New Yorker in my backyard under my lemon tree, on vacation, watching zombie shows, or spending time with family and friends.