Practice/Organization Description
Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. We are a unique law firm, serving a select group of clients not only during the implementation of their plan, but also over their lifetimes. Our trust and estate planning services enable clients to protect their spouse’s or child’s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client’s goals will not be undermined by a changing legal environment. From our location in Menlo Park, California, we advise individuals, families, and businesses throughout the Silicon Valley and San Francisco Bay Area.
Professional Associations & Memberships
WealthCounsel
State Bar of California Trusts & Estates Section, Member
Menlo Park Chamber of Commerce, Member of the Board of Directors
Kiwanis Foundation of Menlo Park, Board Member
Silicon Valley Bar Association, Member
Ragazzi Foundation, Board Member
San Mateo County Bar Association, Member
Honors and Awards
State Bar of California Wiley W. Manuel Award
Peter A. Donovan Award for Outstanding Advocacy
Member of the Executive Board of Directors, Boston College International and Comparative Law Review
Best Advocate, ELMC Moot Court Competition
Areas of Practice
- Wills, Trusts, & Estate Planning
Number of Attorneys
Sole Practitioner
Latest Posted Docs
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