@Anonymous_
Thanks.
She seems to be well informed in certain areas of tax law, along with property tax, reassessment, CA prop 58 transfers, Medi-Cal, that pertain directly to what she does, but not so much in others, such as rental income or deductions. I don't expect her to be an expert on the rental property side of things. She basically just says she doesn't know/can't comment on it.
I will say, she's expensive, and tends to want to setup a full "appointment" to talk about even just a few small questions, which IMO is a little much. In general, I'd prefer to learn as much as I can about certain topics on my own time before speaking with her, to make the most of things. (And also, just to clarify: For this and the previous question where the house transfer was mentioned - we already had definitive answers from her about Medi-Cal lookback, estate recovery, planning, the Garn St. Germain Act's applicability, Prop 58, cost basis, property tax, etc. - all of these things.)
From what I can tell, we're about 70-80% done with her and everything regarding the planning, and she already understands the situation and our living trust well (she was recommended to us by the attorney who wrote our trust when she retired), so changing attorneys would be counter-productive at this point. She's been pretty good for the most part, apart from the cost. I appreciate the input and comments though.
