Practice Areas
Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.
Follow the links below to learn more about our Estate Planning Services in these specific areas:
Estate Planning Services
Fundamental Estate Planning
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents. Learn more about the estate planning process.
Business Planning Services
Asset Protection
Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.
Find out how we can help you protect your assets today.
Business Owners
Family businesses are the backbone of the American economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country.
Find out how we can help you preserve your family business.
Probate and Trust & Estate Administration
California Probate and Estate & Trust Administration
Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, and provide peace of mind during a difficult time. Learn more about California Probate and Estate & Trust Administration.
California GLBT Community
Estate Planning for California's Gay and Lesbian Community
Estate Planning is particularly important to the GLBT community. If a member of the GLBT community fails to plan properly, the result can be devastating in times of illness or accident. All of us can become incapacitated without warning at any age. If you have no powers of attorney, blood relatives will almost certainly take control of your life if you become incapacitated. For many that could mean a partner and/or friends could be shut out of your life when you need them most of all. Learn more about Domestic Partnerships and estate planning for the GLBT community.
Estate Tax Planning
California Estate Tax Planning
Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning. Learn more about estate tax planning.







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