Estate Planning

Planning for the future is important. Luckily, our estate planning experts can help you develop and implement a strategy tailored to your specific needs, no matter how small or complex.


Our Services:

The Essentials

Our team has helped countless clients with essential estate plan documents. These often include wills, powers of attorney, and health care directives.

Asset Protection Planning

We can help develop an asset protection strategy to protect foreign and domestic assets. Throughout the years, we’ve advised on a number of complex situations.

Family Business Entities

Our team can help you plan for a tax-efficient transfer of assets to your heirs and beneficiaries. We are able to implement standard planning tools, such as estate planning trusts and more sophisticated techniques such as GRATS, sales to irrevocable grantor trusts, and asset-protection planning.  In addition, we’ve formed numerous family limited partnerships and limited liability companies.


We are experienced in creating and supporting a variety of estate planning trusts, including insurance trusts, children’s trusts, intentionally defective grantor trusts, grantor retained annuity trusts, and qualified personal residence trusts. Our tax expertise allows us to be sensitive to specialized issues in trust formation. This may include ensuring that certain trusts are qualified subchapter S trusts or electing small business trusts as appropriate.

Probate and Trust Administration

Our team can handle estate disbursements through probate or trust administration. We also assist executors, trustees, advisors, heirs, fiduciaries and beneficiaries with probate and trust administration matters. In addition, we can help with the preparation of fiduciary income tax returns, federal and state estate tax returns, and federal gift tax returns.


For clients with philanthropic interests, we can assist in the formation of non-profit organizations. These often include charitable remainder trusts, charitable lead trusts, and other planned giving techniques. Our team will handle the application for tax exemption from the Internal Revenue Service and Franchise Tax Board.

Our Estate Planning Experts

Silicon Valley Wealth Strategies Attorney
Silicon Valley
Silicon Valley Litigation Attorney
Silicon Valley
Silicon Valley Wealth Strategies Attorney
Silicon Valley