A Professional Corporation

Estate and Tax Planning Lawyer in Pleasanton

Protect your family’s future

Estate and tax planning are critical for individuals and families looking to preserve wealth and minimize tax liabilities. As a dedicated Pleasanton estate planning attorney, I offer customized strategies to protect your financial legacy and ensure your wishes are carried out.

Contact us today to begin your estate plan

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How to start your estate and tax planning process

Estate planning doesn’t have to be overwhelming. Follow these steps to get started:

  1. Define Your Goals

    Decide what matters most—protecting your heirs, minimizing taxes, or avoiding probate.

  2. Take Inventory

    List your assets, including real estate, bank accounts, and investments.

  3. Choose Beneficiaries & Decision-Makers

    Determine who will inherit your assets and who will manage financial or healthcare decisions.

  4. Meet with an Attorney

    Get professional guidance to create a legally sound and tax-efficient estate plan.

  5. Draft Essential Documents

    Prepare your will, trust, power of attorney, and healthcare directive.

  6. Review & Update Regularly

    Life changes—so should your estate plan. Keep it current to ensure it reflects your wishes.

Benefits of working with an experienced estate planning attorney

Estate planning is more than just drafting documents—it’s about ensuring your wishes are carried out, protecting your loved ones, and minimizing legal complications. Working with an experienced estate planning attorney offers several advantages:

Personalized Planning

Every estate is unique. A tailored plan ensures your assets are distributed according to your wishes.

Avoid Costly Mistakes

DIY documents can lead to legal issues. An attorney ensures everything is legally sound.

Minimize Taxes & Probate

Strategic planning helps reduce taxes and avoid lengthy probate proceedings.

Protect Your Loved Ones

A well-crafted estate plan provides financial security and prevents disputes.

Guidance for Complex Situations

Whether you own a business, have a blended family, or need a special needs trust, expert advice ensures your plan covers all bases.

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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

Secure your family’s future with expert estate and tax planning

Schedule a Consultation

Learn more about our other services

Estate &
Tax Planning Trust Administration &
Non-Probate Matters Probate
Court Matters Special Needs &
Elder Law

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.