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Areas of Practice
Please select a practice area:
 
Estate Planning
Probate & Trust
Administration
Business Planning
Probate & Trust Litigation
Non-Profit Planning
Taxation
 
 

 
 
Office Location
231 Second Avenue
P.O Box 371
San Mateo, CA 94401
650.292.2900
650.292.2901

 

 

 
Estate Planning
 
Our clients are unique and present diverse challenges in planning their estates. No two clients are alike. Typically, our clients hold majority interests in their businesses. Our approach to estate planning extends to reviewing and, when appropriate, restructuring such business holdings. No plan is complete if the client’s expression for disposing his or her estate can not be met due to liquidity or transfer restriction problems presented by the asset holdings.
 

 


ESTATE PLANNING RESOURCES
» Estate Tax Calculator
» Understanding Funding
» Life Insurance Trusts
» Setup Corporate Trustees
» Duties & Responsibilities of a Trustee
BUSINESS RESOURCES
» Internal Revenue Service
» United States Tax Court
» Employment Developement Dept.
» California Franchise Tax Board
» California State Board of Equalization