Bay Area Estate Planning and Trust.

Area of Practice

Estate Planning

Includes preparation of wills and living trusts, powers of attorney for financial management, and Advance Health Care Directives.

Sophisticated Estate Planning Strategies

Includes Fractional Share Ownership, Charitable Trusts and Insurance Trusts, minor's trusts, Family Limited Partnerships and Limited Liability Companies.

Advice and Assistance

Includes formulating plans for special circumstances such as the continuation of family-owned businesses in the event of the death, retirement or incapacity of senior family members.

Trust Administration

Includes representation of trustees following the death or incapacity of the settlor in matters related to the administration of trusts.

 

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Bay Area Estate Planning and Trust Attorney

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