Ellerman Strand (formerly Guthrie & Ellerman) is an estate planning attorney in Cameron Park, CA, located at 3108 Ponte Morino Dr Suite 240. The firm holds a 4.40 rating based on customer reviews. Attorneys Jana Ellerman and Kimberly A. Strand have guided clients with care and respect for over 40 years. Their practice focuses on estate planning, probate, and conservatorship. They serve the El Dorado County community and clients throughout the greater Sacramento region.
The firm helps clients plan effectively to provide for loved ones, avoid future conflicts, address long-term care issues, and ensure wishes are respected. Careful estate planning allows clients to avoid the probate process, plan for incapacity, provide for minor children or those with disabilities, protect spouses and beneficiaries in blended families, provide gifts to charity, and minimize taxes. Through tools such as trusts, wills, powers of attorney, and health care directives, they ensure estates are distributed and loved ones are cared for pursuant to client wishes.
Clients are assisted in navigating decisions regarding the selection of guardians for minor children. Factors considered include the ages of proposed guardians and their children, the ages of the client’s children, and the health and financial situation of all parties. Clients decide on alternative choices if their first choice is unwilling or unable to serve. The firm addresses scenarios where a named couple divorces or one dies, determining if the surviving co-guardian acts as sole guardian.
The practice assists in selecting individuals to handle the details of paying debts and death taxes and distributing remaining assets if the estate passes through probate. Clients determine if a will is sufficient or if a trust is better served. If a trust is established, the firm helps name a trustee to manage investments, pay taxes, and make distributions. Successor trustees are provided for in the event the primary trustee dies. Assets of very young beneficiaries may be held in trust to preserve and protect them until they are mature enough to handle the assets on their own. The office is conveniently located off Hwy 50 at Cameron Park Drive. The phone numbers are (530) 677-1693 or (916) 933-1694. The fax is (530) 677-0633.
The firm sits on Ponte Morino Drive, just a short walk from Cameron Park Drive and Route 50. It is located less than a mile from Action Urgent Care and Hacienda Park.
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