Comprehensive counsel across the estate lifecycle.

From foundational estate plans to trust administration, probate, and business planning — we help California families and their advisors protect what matters, at every stage.

01Estate PlanningThoughtful, tax-aware plans to protect your family and legacy.+

Revocable Living Trusts
Wills
Powers of Attorney
Healthcare Directives
HIPAA Authorizations
Advanced Estate Tax Planning
Charitable Remainder & Lead Trusts

Grantor Retained Annuity Trusts & Unitrusts
Qualified Personal Residence Trusts
Spousal Lifetime Access Trusts
Life Insurance Trusts
Special Needs Trusts
Property Agreements
Annual Trust Review & Maintenance Programs

02Trust AdministrationGuiding trustees and families through administration.+

Trust Administration
Estate Tax Returns

Gift Tax Returns

03ProbateExperienced guidance through California probate.+

Probate Estates

04Business PlanningEntity and charitable planning, integrated with your plan.+

Family Limited Partnerships
Family Limited Liability Companies

Corporations
Charitable Foundations

Not sure where to start?

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and we'll help you find the right path forward.

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