To help you navigate the complexities of estate planning, trust administration and probate, we provide a full range of legal services.
Because we take the time to understand your family dynamics, personal values, charitable interests and financial intentions, we can construct a legal plan to support your goals.
Ask us about creative, sound solutions for your unique situation in these areas:
Estate & Tax Planning
- Parents with minor children
- Wills, powers of attorney & healthcare directives
- Second marriages, blended families
- Unmarried couples
- Business transfer & succession planning
- Special needs trusts
- Clients in same-sex relationships
- Charitable giving
- Planning for digital assets
Trust & Estate Administration
- Trustee advising
- Trust administration
- Business formation
- Real estate transactions
- Contract review
- Drafting & negotiating agreements
- Nonprofit and charitable gift advising
Contact us with your questions or to schedule an appointment. We arrange meetings in San Francisco and Marin County, whichever is most convenient for you.