Estate and Gift Planning

  • Revocable trusts for single persons, married couples, domestic partners

  • Community property and separate property trust planning

  • Irrevocable trusts

    • Life insurance trusts

    • Qualified personal residence trusts

    • Charitable lead trusts

    • Charitable remainder trusts

    • Grantor retained annuity trusts

    • Trusts for Descendants

  • Wills

  • General Powers of Attorney

  • Guardian Nominations

Trust Administration

  • Advice in connection with Incapacity and trustee succession issues

  • Designation, Removal and Resignation and Trust Certification Documents 

  • Documentation to implement allocation and distribution of trusts at death

  • Tax reporting requirements

  • Estate tax, generation-skipping tax and fiduciary income tax advice 

  • Preparation of trust funding and transfer documentation following death 

  • Disclaimer advice 

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Consulting

  • Speaking Engagements for small group gatherings

  • Advising private banking and family office clients on behalf of financial advisors

  • Advising high net worth individuals and advisors of alternative planning strategies

  • Client conference to review and explain existing planning documents

  • Prepare summary of  alternative strategies for estate and gift planning

  • Provide general federal tax advice and general California probate and trust advice

  • Advice related to family relationships, creditor protection and lifetime trust planning