Trusts and Estate Planning

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As skilled Danville and St. Helena estate planning attorneys, we provide trustworthy legal guidance to individuals and families throughout the East Bay and the Napa Valley. Our critical focus is creating effective, tax-efficient plans while providing the highest level of personal service.

Because each client is unique, our lawyers serve as counselors in the true sense of that word. As respected Contra Costa County and wine country estate planning attorneys, we represent clients with a broad range of wealth issues and employ a wide variety of estate planning strategies, with the goal of protecting each family’s financial future in conjunction with succession planning, tax reduction or tax elimination.

» Estate Planning Newsletter 2014

» Overview of Estate Planning Concepts

Our experienced estate planning attorneys focus on the following areas:

Forms of Property Ownership Between Spouses

Revocable and Irrevocable Trusts

Special Needs Trusts

Generation Skipping Transfer Tax Trusts (Dynasty Trusts)

Trust Administration and Probate Services

Advance Health Care Directives

Financial Powers of Attorney

Our goal is to help our clients plan for the orderly transfer of wealth consistent with their wishes. That comes about from a clear understanding of client intentions, a detailed review of client assets and finances, and a thorough grasp of current (and constantly changing) federal and state tax laws. From that base of knowledge, our experienced estate planning attorneys draft concise and understandable documents necessary to implement thoughtful estate plans.

Offering clients the experience and diversity of a larger firm while retaining the approachability, efficiency and personal attention of a smaller practice.