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ABOUT US


Dennis J. Healey has been practicing law in the Desert area for over 40 years. His father was a military judge in the Army and as a result he has traveled extensively throughout the U.S. and the world.


He attended high school in Frankfurt, Germany, and then attended the American College in Paris, before transferring to the University of Texas. He graduated from St. Mary's University School of Law in San Antonio, Texas.


Dennis is a member of the State Bars of Texas and California. He has been very active in the Desert Community. He is a Past President of the Desert Bar Association, Desert Estate Planning Council, and the Rotary Club of Palm Desert. Dennis is also a Co-Founder of Shelter of the Storm, which provides housing and services for victims of domestic violence.


He enjoys traveling, playing golf, and has three daughters, Julie - who is a Marriage and Family Therapist in the Desert area; Jessica - who is a 1st grade teacher in Beaumont; and Sara - who is a marketing director of Toronto Dominion Bank in New York City.


Garrett Heckman's Background


Prior to joining Healey & Healey, Mr. Heckman gained valuable experience working in firms dedicated to estate planning, bankruptcy, personal injury, immigration, and family law. In addition to providing quality legal representation, he has worked in other fields, specifically public policy and education. Mr. Heckman obtained his JD from California Western School of Law in San Diego in 2015. He passed the California bar, and was admitted to practice at the end of 2015. While studying at California Western, he was the Vice President of the Estate Planning Society and the Outreach Director for the Tax Law Society. Prior to his legal studies, Mr. Heckman studied Political Science, Linguistics, and German at San Diego State University, graduating in 2007. He then obtained an MA from Louisiana State University in Political Science in 2009, and had his thesis published in 2010.

EDUCATION


California Western School of Law, Juris Doctor, 2015 Louisiana State University, Master of Arts, 2009 San Diego State University, Bachelor of Arts, 2007

BAR ADMISSIONS


California (2015)

PROFESSIONAL AFFILIATIONS


American Bar Association · Real Property, Trust and Estates Section · Business Law Section California Bar Association &m iddot; Trusts and Estates Section Desert Bar Association

ESTATE PLANNING


We handle all matters necessary to establish and execute an effective estate plan to assure the orderly distribution of your assets upon your death to your beneficiaries. Our aim is to assist you in achieving the most effective disposition of your assets, so that the needs of the members of your family will be taken care of after your death. Needless to say, minimizing estate, gift and income taxes is the focus of much of estate planning, as long as it does not interfere with the protection of your family.


We will discuss the importance of a will, and trusts, and various ways to hold property that will avoid having to probate the estate.


Many of our estate plans involve the establishment of a revocable living trust which avoids probate. These trusts provide for the disposition of your estate to your family members and also provide effective provisions to maximize protection against estate taxes.

 

Our trust and estate planning services include the preparation of a revocable living trust, pour-over wills, durable powers of attorney for health care decisions, durable powers of attorney, patient privacy directives and natural death act statements.

 

We also cover many other estate planning devices such as charitable remainder trusts, life insurance trusts, buy-sell agreements, prenuptial and postnuptial agreements.


We will prepare all documents required to implement your estate plan in a professional and courtesy manner and at a reasonable expense.


PROBATE AND TRUST ADMINISTRATION


In the event that a probate or trust administration is necessary after the death of a loved one, we assist in helping you through the probate administration and/or trust administration. In order to handle a probate of a will it is necessary to have a personal representative appointed. We assist in preparing all of the documentation to have the personal representative appointed as either an executor or administrator. We also assist in organizing the assets and obtaining the values for them as of the date of death. We will also coordinate the liquidation of real property and personal property and the preparation of an accounting of the income and expenses. Unless a federal estate tax return is needed, we can generally close out a probate estate between six months to one year.


With respect to the administration of trusts, we assist the Trustee in sending out the appropriate notification to beneficiaries, and also assist in organizing the trust assets and obtaining values for them, paying creditors and provide for the ultimate distribution of the assets to the beneficiaries pursuant to the terms of the trust.


GUARDIANSHIPS AND CONSERVATORSHIPS


We represent individuals who seek legal protection for family members who lack the capacity to manage their own affairs, whether due to age, injury or other issues. Guardianships are used for individuals under eighteen years of age and Conservatorships are required for individuals eighteen years and older.


The Guardianship and Conservatorship process includes the filing of a petition for appointment and numerous supporting documents. We assist the client with the preparation of those documents and after the appointment we help in obtaining an inventory and appraisal of the assets. We also appear at the 100 Day Review Hearing and also coordinate the preparation of the accounting at the end of the first year. The first year of the Conservatorship and Guardianship are the most time consuming years. After that, the Court generally will require yearly status reports and/or accountings for the Guardianships and Conservatorships on a bi-annual basis.


We know these proceedings can be very difficult for the client due to his or her concerns over the loved one involved. We try to be compassionate and alleviate the stressful undertaking from the client.


We also work with private fiduciaries to take care of individuals who live in our community when the client lives elsewhere or is unable to care for the relative.

 

 

Healey & Healey in Palm Desert, CA | Attorneys in Palm Desert, CA Healey & Healey in Palm Desert, CA | Attorneys in Palm Desert, CA

Dennis Healey Law & Legal Services

  • Estate Planning, Wills, Trusts, Probate
  • Corporate Law
  • Property & Debt Division
  • Personal Injury
  • Real Estate
  • Guardianships & Conservatorships

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