Estate and trust planning is a highly personal area of the law. No two people are alike in that everyone has unique wishes regarding their family and intended beneficiaries. Planning for health care and financial management during incompetency and for how inheritance is to be left for intended beneficiaries varies from person to person. My goal is to help you understand your various estate planning options so that you make informed decisions as to how your wishes should be carried out if you became ill or died. This includes all forms of trust provisions for your intended beneficiaries, as well as planning to avoid probate and to save estate tax, property tax, and income tax.
I have 30 years experience handling probate and conservatorship estates and court supervised trusts. I represent fiduciaries responsible for managing the financial or personal affairs of others, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact.
Certified specialist in estate planning, probate, and trust law, with the highest rating (AV) of professional excellence by Martindale-Hubbell Law Directory for over 20 years. Included annually in Northern California Super Lawyers since its inception. LL.M. in tax.