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Estate Planning

Our attorneys are highly experienced and skilled in all aspects of estate planning. We believe estate planning is about people. While tax planning is important, it is secondary to accomplishing the client’s goals in transferring assets to those people and/or charities that are important to the client.

We believe that the foundation of a good estate plan is good communication between the attorney and client. Toward that end, we do most of our estate planning for a fixed or maximum fee so that our clients can explore concepts without fear the fee will be higher.

Further Planning Issues and Situations

Some clients have estates that demand special knowledge and care to plan and administer. Our attorneys collectively have almost a century of legal knowledge that we can bring to bear in planning. Some examples of special situations are listed below:

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 “Westbound to the Peninsula” by Ted Kutscher, 2009