Serving Greater Northern California

Call 530-550-8736

Main Office: 10800 Donner Pass Rd, Suite 104
Truckee, CA 96161

Practice Areas

Estate Planning

A comprehensive strategy that protects your person and assets while you are still alive, and lays out your intentions for what happens after you die

Living Trusts

A legal structure that you create to hold your assets for you. A trust also spells out how your estate is settled after you die

Trust Administration

The management of your trust by you or a chosen trustee if you are still alive. After you die a successor trustee distributes the estate according to the instructions in the trust

Probate

The formal court process that directs how your estate is handled if you die leaving only a will, or no will at all

Small Estate Administration

The settlement of your affairs after you die if you have only a will as your estate plan, or no will at all

Conservatorships

A legal status imposed on you if a probate court judge rules you are incapacitated. The court-appointed Conservator then has total control over every aspect of your life

Business Law

Your business is a dynamic asset, and special care is needed to safeguard it. There are many ways to use the complex elements of Business Law within your estate plan

Tax Planning

A strategy to minimize or eliminate the tax liability of your estate. Tax laws change all the time. It’s important to review and update your estate plan accordingly