Areas of Practice:
Peace of Mind Through Planning.
I work with clients throughout the Bay Area to execute customized estate plans that address each client's unique circumstances and needs.
This often includes the nomination of a guardian for young children in a Will, or a children’s trust to manage assets for the children until they are old enough to manage them responsibly. Although tax avoidance may be one goal, I consider the clients’ values and other personal objectives.
Overall, my goal is to provide peace of mind to my clients while providing them with an estate plan that reflects their wishes.
Finally, I assist families with the transfer of assets after they experience a loss, whether it is through the probate process or by working with the trustee to administer an existing trust.