Estates and Trusts

Estate planning requires individual care and attention. We provide that to you. We assist you in clarifying and carrying out your estate planning goals. We are experienced in working with people as they go through the changes that many of us face at different times – whether those changes involve family matters, medical issues, or issues related to changing, complex, or co-owned assets.

We also assist and represent Executors and Trustees through the process of Probate or Trust administration.  We prepare estate and gift tax returns.  We represent Trusts and Estates before the IRS and when necessary, we litigate estate tax issues before the U.S. Tax Courts and District Courts.  We handle claims and litigated matters.  Our work includes:

  • Charitable Trusts and Family Foundations
  • Elder Law
  • Estate and Gift Tax Planning and Returns
  • Medi-Cal Planning
  • Powers of Attorney for Health Care and Asset Management
  • Probate and Trust Administration
  • Probate, Trust or Tax Court Litigation
  • Special Needs Trusts
  • Wills and Trusts

Main Office: 50 Old Courthouse Square, 5th Fl, Santa Rosa, CA 95404 | Tel.: 707-545-4910 | Fax: 707-544-0260

Oakmont Office: 6641 Oakmont Drive, Santa Rosa, CA 95409 | Tel.: 707-539-3810 | Fax: 707-544-0260

Petaluma Office: 17 Keller Street, Petaluma, CA 94952 | Tel.: 707-763-0937 | Fax: 707-544-0260

Healdsburg Office: 1207 Vine Street, Suite G, Healdsburg, CA 95448 | Tel.: 707-545-4910 | Fax: 707-433-8745