Gonsalves & Kozachenko

ATTORNEYS AT LAW

Overview

I advise clients in a variety of practice areas including estate planning, trust administration, probate, and real estate law. 

Profile

My clients consist of individuals creating or modifying an estate plan, executors or conservators seeking probate appointment, trustees needing assistance with trust administrations, persons interested in Medi-Cal planning and beneficiaries who need to have their interests protected. 


A primary focus of my practice is advising clients concerning revocable or irrevocable trusts, wills, power of attorneys, beneficiary designations, and gifting.  Another main focus is guiding clients through the process of administering trust and probate estates. I am well versed on long term care planning and Medi-Cal issues. Additionally, I have experience in creating, funding, and administering Special Needs Trusts, both privately and through the court system. Issues surrounding the incapacity of a loved one as well as defending a client’s beneficiary rights in probate court are also within the scope of my practice. 


In addition to my estate planning work, I am a great resource for legal advice concerning foreclosure prevention, mortgage law, short sales, and bankruptcy. I advise clients of the legal issues and rules surrounding California’s foreclosure laws, and help clients understand their options with respect to deficiency issues, tenancy rights, credit report protection, negotiating short sales, and loan modifications. 


I have been a guest speaker on behalf of Merrill Lynch, the Alameda County Library Foundation, and several Sons In Retirement groups on estate planning, elder law, and probate avoidance.

While in law school at the University of San Francisco, I worked for the General Counsel’s Office of the State Bar of California and interned for the judges in the San Mateo County Law and Motion Department.

Experience

Estate Planning

  • Drafting Revocable and Irrevocable Trusts, Power of Attorneys, Healthcare Directives, Wills, Property Agreements, and Beneficiary Designations
  • Advice on minimizing estate, income, gift, and property taxes
  • Help to protect the special needs of a loved one
  • Experience with Advanced Estate Planning Techniques


Elder Law

  • Medi-cal Planning for those that anticipate or immediately need skilled nursing care
  • Advise clients on how to avoid Medi-cal recovery claims
  • Assist clients in obtaining Veteran’s Benefits
  • Help clients in dealing with incapacity issues of a loved one


Probate Law

  • Handle all aspects of the Probate process, including the 
    • Petitions for Appointment and Final Distribution
    • Inventorying and Appraising the assets
    • Handling the payment of creditors
    • Liquidating or transferring of the assets 
    • Preparing the court accounting and obtaining the necessary tax identification numbers
  • Conservatorship or Guardianships appointments, administrations, and accountings
  • Spousal Property Petitions and Summary Probate Petitions 


Trust Administration

  • Advise Trustees how to efficiently settle the trust estate
  • Experience in handling disagreements between trust beneficiaries
  • Draft petitions to modify or terminate a trust as wells as petitions to transfer assets to an unfunded trust
  • Assist with Special Needs Trust accountings and management
  • Trust Litigation Options


Real Estate Law

  • Advise clients on transferring deeds
  • Review and draft agreements among co-owners of real property
  • Consult clients concerning short sales, loan deficiency questions, landlord/tenant issues, and the California foreclosure process

Education

University of San Francisco, School of Law, California, J.D., 1996 Honors: Magna Cum Laude

University of California, Davis, B.A, 1993

Memberships

State Bar of California, 1996

U.S. Court of Appeals, Ninth Circuit

US District Court, Northern, Eastern, Central and Southern Districts

Contact Information

Wendy L. Wayne

1133 Auburn Street

Fremont, CA 94538


Main: (510) 770-3900

Fax: (510) 657-9876


wendyw@gkfremontlaw.com

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