Estate Planning services

It is now more important than ever to have an estate plan.  I combine knowledge and technical expertise to create effective and tax sensitive estate plans for my clients. I work with people of all wealth levels and I regularly work with blended families, new families, unmarried persons, and the LGBTQ+ community. 

In every situation, I advise on practical solutions and understandable plans. Additionally, I regularly advise on international planning issues, which includes resident aliens and owners of assets located abroad.

Areas of expertise include:

· Foundational estate planning, including revocable trusts, wills, power of attorney for finance and California advance health care directives

· Formation of business succession entities, including partnerships, LLCs, and closely-held corporations

· Irrevocable trust planning, including gift trusts, charitable trusts, and life insurance trusts