San Francisco Bay Area Estate Planning Attorneys
The Leland, Parachini, Steinberg, Matzger & Melnick LLP Trusts and Estates group provides individualized advice for clients who need estate planning assistance including trusts and wills or who need counsel about the administration of a trust or decedent’s California estate.
Our estate planning attorneys focus on family wealth transfers and closely held business planning, with due consideration to gift, estate, generation-skipping and other transfer taxes. We have considerable experience in preparing wills, revocable and irrevocable trusts (including insurance and charitable trusts), and durable powers of attorney. We also advise clients regarding the advantages of lifetime giving and making appropriate provision for retirement plan benefits.
The advice of an LPS estate planning lawyer seeks not only to resolve uncertainty about such matters as asset disposition and your exposure to tax liability, but also to give you and your family a measure of security with respect to such considerations as the care of vulnerable dependents, family business management succession, and protecting your interests in the event of an incapacitating accident or terminal illness.
The firm’s estate planning clients include closely held business owners, attorneys, physicians, other professionals, corporate executives, retired persons, entertainers and authors. Our advice in every case is tailored to the specific needs, circumstances and objectives of each client.
In our probate and estate administration practice, we offer comprehensive client service in areas ranging from advice for executors or trustees to the distribution of assets from estates and revocable trusts after death, the preparation of estate tax returns, and the representation of clients in the event of an audit. Our estate administration practice is complemented by attorneys with litigation experience in estate and trust matters.
We also represent heirs, beneficiaries, executors, administrators and trustees who reside in other parts of California or out of state.
Leland, Parachini, Steinberg, Matzger & Melnick LLP – San Francisco
For sound advice and thorough representation in both estate planning and estate administration in the Bay Area, contact a member of LPS’s estate planning and probate practice group in San Francisco.