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Attorneys At Law — Wealth Succession Specialists
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Business and tax planning |
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Estate and wealth succession planning |
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Real estate transactions |
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Serving the legal needs of businesses and individuals for more than 25 years |
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Our practice — prompt, innovative and cost-effective solutions |
• Full-Service Law Firm
We mean business.™
Our Wealth Succession Planning Group has extensive experience in planning for large and complex estates consisting of businesses, income properties, second homes, financial portfolios, and unique immediate and extended family matters. We strive to minimize the tax, expense and interruption that arises in the transfer of assets from one generation to the next. We use all available vehicles including FLPs or LLCs together with revocable and complex, multigenerational irrevocable trusts. We are highly experienced in trust administration, conservatorships, probate and elder law.
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Areas of Focus
| | | Estate Planning |
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Terms of Use: This advertisement is designed for general information only. The information presented here does not constitute legal advice nor does it create an attorney/client relationship
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 85,000 consumers) and registered financial services representatives (over 5,500 financial services professionals) to evaluate the approximately 10,000 wealth managers in the San Francisco East Bay area (includes the counties of Alameda and Contra Costa in the state of California). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the San Francisco East Bay area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Diablo Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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