Lawrence P. Beck’s practice encompasses an eclectic combination of basic and advanced trust and estate services. These services benefit individuals, couples, families, and entities. The basic services include the creation of “Level One Estate Planning Packages”, which are comprised of Living trusts, Wills, Durable Powers of Attorney, and Advance Health Care Directives. The basic services also include but are not limited to trust administrations, probates, conservatorships, and guardianships.
The basic services may not be sufficient to cover all of a client’s needs, especially those with a high net worth and/or complicated family structure. In those cases, Larry’s advanced services can save estate taxes, satisfy inter and intra-generational distribution desires, and provide asset protection to preserve hard-earned accumulated wealth. Some of the techniques which Larry employs with familiarity in providing the advanced services are the preparation of Life Insurance Trusts, Spousal Lifetime Access Trusts, Charitable Trusts, Family Limited Partnerships, Grantor Retained Annuity Trusts, and Qualified Personal Residence Trusts on both domestic and international levels.
In addition to the basic and advanced services mentioned above, Larry has expertise in setting up corporations, LLC’s, general partnerships, and he prepares pre- and post-nuptial agreements.
He also has helped numerous clients to save property taxes utilizing tested techniques that avoid reassessment.
Practice Areas
Bar Admissions
California State Bar, 1978
United States Tax Court, 1985
Education
Golden Gate University, LL.M. (Masters in Law) — Taxation, 1979
Golden Gate University, J.D. 1978
Brandeis University, Waltham, Massachusetts, B.A. 1974
Classes/Seminars Taught
Delivered Estate Planning lectures for Internal Revenue Services, California Society of CPAs,
National Association of Federal Retired Employees, and many other public and private organizations.
Professional Associations and Memberships
Accredited Estate Planner — National Association of Estate Planners and Councils — since 1998
Northern California “Super Lawyer” — San Francisco Magazine
Past Employment Positions
Haas & Najarian Law Firm, 1984 — 2025, Partner, Head of Trusts and Estates Department
Hood & Strong CPA Firm, 1980 – 1984, Tax Accountant
