Practice Areas

Practice Areas

Estate Planning

We assist clients with all aspects of estate planning to ensure the orderly and efficient management and transfer of property during life, upon incapacity, and at death. We partner with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while keeping in mind the personal and family issues that accompany such planning.

Services include:

  • Wills and revocable trusts
  • Preparation of gift tax returns
  • Planning for incapacity with durable powers of attorney and advance health care directives
  • Life insurance trusts
  • Personal residence trusts and grantor retained annuity trusts
  • Business succession planning, including family limited partnerships and LLCs
  • Charitable remainder trusts, charitable lead trusts, and other planned-giving techniques
  • Planning for distribution of retirement benefits
  • Special needs trusts
  • “Crummey” gift trusts and other irrevocable trusts for younger beneficiaries
  • Dynasty trusts, generation-skipping transfer tax-exempt trusts, and other specialized trusts for long-term succession planning

Trust and Estate Administration

We advise trustees and executors (including professional fiduciaries, such as banks), and beneficiaries on the legal and tax issues resulting from the death or incapacity of an individual. We have experience in probate courts throughout the Bay Area, as well as many other counties in California.

Services include:

  • Post-mortem tax planning and trust administration
  • Probate and other court proceedings
  • Preparation of federal estate and gift tax returns with emphasis on valuation and disclosure issues, marital deduction reporting, and allocation of GST tax exemption
  • Administration of lifetime trusts
  • Court-supervised and non-supervised accountings