I founded Martz Law on the conviction that the families who need estate planning most are precisely the ones whose plans are most likely to be challenged, whether by a creditor, a disappointed heir, or a divorcing spouse.
The answer is not a thicker binder. It is litigation-grade procedural rigor applied at the drafting stage, before there is a dispute to litigate. I call the result a Family Fortress: a coordinated structure of trusts, powers, and directives that answers hard questions before anyone has to ask them.
Aggressive Civility in Litigation & Legacy.
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The cornerstone of a California estate plan. Avoids probate, controls distribution, preserves Prop 13 and Prop 19 property tax exclusions when structured correctly.
Coordinated instruments: healthcare directive, durable power of attorney, POLST, and a pour-over will that closes the gap when trust funding is incomplete.
SLATs, ILITs, charitable trusts, and Medi-Cal planning vehicles — deployed when the estate tax exposure, creditor risk, or family dynamics warrant the additional layer.
Buy-sell agreements, entity restructuring, and owner succession plans built to coordinate with the family trust — so the business transition does not unravel the estate plan.
Cryptocurrency, NFTs, and DeFi positions require trust provisions and heir instructions that go far beyond what standard templates address. We draft them right.
Guiding successor trustees through the mandatory notice, creditor claim, and distribution process — with the procedural exactness that protects the trustee from personal liability.
Martz Law serves clients across California and New York. The practice maintains dedicated web presences for the geographies we serve most — each built to speak to the specific planning issues that arise in that community.