Estate Planning

San Francisco and Oakland estate planning attorneys at LPS provide individualized advice for clients who need estate planning assistance, including the preparation of trusts, wills, durable powers of attorney and advance health care directives.

Our Bay Area 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 trusts and charitable trusts), durable powers of attorney and gift tax returns. We also advise clients regarding the advantages of lifetime giving and making appropriate provisions for beneficiary designations on retirement plan benefits.

The advice of an LPS California 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, avoiding probate, 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 and 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 of our clients.

For additional information about our Estate Planning, Trusts & Wills practice, contact a lawyer at LPS.