We protect families and their assets ... 

• Planning for Affluent Individuals and Families  

Our Laureate process of planning is designed for individuals and families with an estate value of $20 million and above, and estates valued between $7-20 million when the asset configuration, goals or family is appropriate for this level of planning. 

Working collaboratively with the client's existing team of advisors, we will gain a thorough understanding of your family dynamics, financial situation, business affairs and hopes and dreams for the future. 

Once we understand the problem, we can begin to formulate a solution. We analyze and test the options, combining various strategies and applying them to your individual circumstances to determine a plan that will best meet your needs, achieve your goals and provide the optimal result in reducing income, estate, excise and other taxes. Once you understanding and approve of each aspect of the plan, we go to work to implement the plan.

To learn more about the Laureate process, please click here or contact our office at 650-525-0234 to schedule an introductory visit with one of our attorneys. 

• Foundational Estate Planning 

Quality estate planning is an investment that will save money, prevent problems, and provide peace of mind for you and for your family. Foundational planning serves the needs of most of our clients with estates valued at $7 million and under. To learn more about foundational estate planning, click here.   

If you have gone through the estate planning process, but it has been a few years or your situation has changed, it is a good idea to conduct a thorough review of your estate plan. Often, by taking a close second look at it, many improvements can be made to achieve your goals and protect yourself. For a quiz on whether your estate plan is up to date, click here.

Animals are often the omitted heirs in many estate plans. To learn more about how you can provide for the fur, fins and feathers in your life, click here.

A business is often your largest asset, and usually it is your life's dream and great accomplishment. To protect its value, to make sure that it is more than a job without the benefits, legal procedures must be followed, structures maintained and protocols established. 

We have a process to help, whether you are just starting up a new venture, your business has been ongoing for some time, or you are starting to think about how to transition management or ownership.

To learn more about the business planning process, please contact our office at 650-525-0234 to schedule an introductory visit with one of our attorneys. 

When a person passes away, notifications, elections and decisions must be made to transfer assets to the appropriate persons. This will usually entail either a California Probate or a Trust Administration, depending on what sort of planning the person completed during his or her lifetime. We have developed a clear and concise process to make sure that every detail is addressed and your trust or estate is administered efficiently - there is a start, middle and end. To learn more about probate and trust administration and litigation services, click here.

Please call 650-525-0234 to schedule a 30 minute consultation to learn how our office can assist you.