Business Details
We have practiced law in California since graduating cum laude from Boston College Law School in 1991. Our founder attended Dartmouth College and graduated magna cum laude in 1988 before beginning legal training. We began our career as an associate in a prominent California law firm immediately after law school. In 1999 we opened our own practice closer to home after years in a big firm. Our office is located in the professional buildings that encircle Blackhawk Plaza in Danville, California. We maintain office hours Monday through Friday from 8:00 am to 5:00 pm and offer evening and weekend appointments as needed.
We also make house calls when necessary to serve clients conveniently. We are members in good standing of the California State Bar, the American Bar Association, the Contra Costa County Bar Association, and the Danville Area Chamber of Commerce. We provide estate planning for Danville, San Ramon, Alamo, Walnut Creek and the East Bay. We offer a free, no obligation initial consultation and quote an all-inclusive flat fee before beginning work. We maintain at least annual contact with all clients to ensure their estate plans continue to provide value.
We also make house calls when necessary to serve clients conveniently. We are members in good standing of the California State Bar, the American Bar Association, the Contra Costa County Bar Association, and the Danville Area Chamber of Commerce. We provide estate planning for Danville, San Ramon, Alamo, Walnut Creek and the East Bay. We offer a free, no obligation initial consultation and quote an all-inclusive flat fee before beginning work. We maintain at least annual contact with all clients to ensure their estate plans continue to provide value.
Highlights and features
- We have practiced law in California since 1991.
- We opened our own practice in 1999 closer to home.
- We offer free no obligation initial consultation appointments.
- We quote all-inclusive flat-fee before beginning any work.
- We maintain at least annual contact with all clients.
Services
Estate Planning
We provide estate planning for families in Danville, San Ramon, Alamo, Walnut Creek and the East Bay. Our guidance helps clients protect children, manage assets during incapacity or death, and preserve hard-earned wealth. We work with individuals seeking to minimize probate costs and federal estate taxes through advanced planning.
Revocable Living Trusts
We create revocable living trusts for clients who want control over asset management and distribution. The trusts allow designation of guardians for young children and funding for education. Clients benefit from avoiding probate court and maintaining privacy during incapacity or death.
Probate
We assist clients navigating probate court to minimize loss of net worth after death. Our counsel supports families seeking clear asset distribution and reduced court costs. We serve individuals who want to understand probate impact on real estate, businesses, and investments.
Estate Taxes
We advise on estate tax planning to minimize federal estate tax impact on assets passed at death. Our analysis supports clients with significant real estate, investments, life insurance, and business holdings. We help ensure wealth preservation for heirs through informed tax strategies.
