A Professional Corporation
Bay Area Estate and Tax Planning Lawyer

Estate & Tax Planning

We have over thirty years experience planning and implementing estates for a wide variety of situations. Planning your estate involves understanding your wishes, your family dynamics, your assets and liabilities, and your potential tax risks. We listen and ask questions to help you find clarity about your wishes. And then our goal is for your wishes to be accurately reflected in your estate planning documents. In doing so, we work to help you understand your documents and help you edit them, as needed, so that they accurately reflect your wishes.

The following are examples of
estate and tax planning areas within our practice:

  • Wills
  • Revocable living trusts
  • Irrevocable living trusts
  • Selection of trustees
  • Special needs trusts
  • Trusts and planning for minors (under age 18), including guardianship nominations
  • Trusts for dysfunctional beneficiaries
  • Trusts for beneficiaries with alcohol or drug addiction
  • Trusts for a married beneficiary with an abusive spouse
  • Trusts for "postponed" beneficiaries
  • Trusts for married couples, including for a non-U.S. citizen spouse
  • Trusts for partners
  • Trusts for pets
  • Trusts with charities as beneficiaries
  • Planning for "blended families"
  • Planning for "nuclear families"
  • Planning for same sex couples
  • Life insurance planning
  • Farm and business planning
  • Beneficiary designation planning
  • Trusts for special needs beneficiaries
  • Transfer on death ("TOD") and pay on death ("POD") accounts
  • Charitable Planning
  • Powers of attorney
  • Selection of agents under powers of attorney
  • Health care planning, including for those with strong religious preferences
  • Medi-Cal and elder law planning
  • Estate tax planning
  • Gift tax planning
  • Generation-skipping transfer tax planning
  • Real property tax planning
  • Income tax basis planning

We provide probate court services for any county in California and estate planning services to California residents, including those in Pleasanton, Livermore, Dublin, San Ramon, San Leandro, Alameda, Hayward, Castro Valley, Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, as well as Alameda and Contra Costa Counties, and the San Francisco Bay Area.