Estate Planning and Elder Law Attorneys in Palo Alto, California, serving the San Francisco Bay Area providing Living Trusts, Wills, Probate, Trust Administration, Asset Protection, Medi-Cal Planning and Special Needs Planning
Helping Families Preserve Their Wealth During and After Their Lifetime
When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future. Our law firm offers a free consultation with one of our estate planning attorneys to discuss your situation and estate planning, elder law or Medi-Cal planning needs. If you would like to schedule a free consultation please click to request an appointment. Our office hours are Monday-Thursday, 9:00 a.m.-5:00 p.m. by appointment only. Please keep in mind our office is closed on Fridays.
Estate Planning: Wills and Living Trusts
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Advance Health Care Directives, Special Needs Planning, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
Trust Administration & Probate
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.
Special Needs Planning
We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future. We are also members of the Academy of Special Needs Planners. Click here to visit our Special Needs Planning website
Elder Law and Medi-Cal Planning
We help clients with Elder Law issues and Medi-Cal Planning. Please contact us for a Free Consultation.
Family-Owned Businesses
Our law firm offers estate planning assistance for the unique needs of Family Businesse. We help clients preserve this important part of their legacy for future generations.
Estate Planning for the GLBT Community
We offer guidance and assistance to members of the GLBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.
Incapacity Planning
Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.
IRA & Retirement Planning
Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.
Asset Protection & Business Planning
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.
Financial Planning
We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.
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