Estate and Gift Planning
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Revocable trusts for single persons, married couples, domestic partners
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Community property and separate property trust planning
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Irrevocable trusts
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Life insurance trusts
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Qualified personal residence trusts
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Charitable lead trusts
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Charitable remainder trusts
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Grantor retained annuity trusts
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Trusts for Descendants
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Wills
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General Powers of Attorney
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Guardian Nominations
Trust Administration
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Advice in connection with Incapacity and trustee succession issues
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Designation, Removal and Resignation and Trust Certification Documents
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Documentation to implement allocation and distribution of trusts at death
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Tax reporting requirements
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Estate tax, generation-skipping tax and fiduciary income tax advice
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Preparation of trust funding and transfer documentation following death
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Disclaimer advice
Consulting
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Speaking Engagements for small group gatherings
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Advising private banking and family office clients on behalf of financial advisors
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Advising high net worth individuals and advisors of alternative planning strategies
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Client conference to review and explain existing planning documents
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Prepare summary of alternative strategies for estate and gift planning
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Provide general federal tax advice and general California probate and trust advice
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Advice related to family relationships, creditor protection and lifetime trust planning