We create workable, tax-saving estate plans for very affluent families in the San Francisco Bay Area and abroad. Some of the plans can get quite complex, involving trusts, limited partnerships and other business arrangements.
Relatively few attorneys have what it takes to do this. That’s what our clients are investing in: advanced training and decades of experience. They know that if their estate plan is poorly designed, nobody will know until it’s too late. There are no do-overs. When a plan doesn’t work, loved ones have to cope with the mess.
Please visit calprobate.com for more about our services, fees, and qualifications.
Specialties
California Estate Planning, Non U.S. Citizen or Non Citizen Spouse, International Estate Planning, Fiduciary Counseling for California Executors, Probate Legal Services, Wills, Trusts, and Related Documents, Estate Administration, Gift Tax Planning
