Trusts & Estates

Over the years we have worked closely with estate attorneys, appraisers, and other professionals serving hundreds of trust and estate administrations. We understand that the loss of a family member and the estate administration process is not only a difficult and emotional time but also unfamiliar territory for most. Our goal is to define in detail the various trust funding strategies and tax filing requirements, then help our clients make the right choices for their needs. After the estate is settled, we continue to plan for the surviving spouse and their children in managing the inherited estate. This is the fastest growing sector of our business as we solidify our reputation and working relations with estate tax attorneys throughout the Bay Area.