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Estate planning, probate and trust administration
My practice has focused for over 25 years on estate planning for individuals and families with an emphasis on achieving the client's personal estate planning and tax-savings objectives. My expertise includes:
¢__Ôï¢ Estate Planning including revocable trusts, wills, and health care directives;
¢__Ôï¢ Probate and trust administration;
¢__Ôï¢ Wealth transfer planning including family limited partnerships and limited liability companies, insurance trusts, and qualified personal residence trusts;
¢__Ôï¢ Charitable gifting including private foundations and charitable remainder trusts
In addition, I assist my clients with a range of issues arising in their personal and professional lives, such as:
¢__Ôï¢ Real estate co-ownership arrangements including tenancies-in-common;
¢__Ôï¢ Intra-family real estate transfers with attention to property tax reassessment exclusions;
¢__Ôï¢ Elder care issues
I am certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. I have been named a Northern California Super Lawyer since 2012.