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Clients and Practice Areas

We work with businesses and individuals in the counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, and Solano. Our clients range from individuals and small businesses to large national corporations, banks, and real estate enterprises. Here are our core practice areas:

Estate Planning & Probate

Estate planning is essential because disputes often arise between heirs or beneficiaries and the administrators of an estate. We’ll help you map out who your beneficiaries are and how they will be taken care of, including:

  • Distributing property and assets
  • Managing ongoing and end-of-life care decisions
  • Administering your affairs after death

Making sense of the financial functions of administering a trust can get confusing. We help clients navigate this information to ensure that their intentions are carried out as planned, including:

  • Sending notices and other communications to beneficiaries
  • Asset identification, classification, and distribution
  • Paying down debts and other financial obligations

Trust Management

A trust administrator may not be fulfilling their function due to health, cognitive, and mental issues or even incompetence. We help our clients achieve a peaceful resolution to trust disputes at any scale, ensuring fair administration and peace of mind for all involved.

Business Law

A variety of legal issues may arise while you conduct business. We help sole proprietorships, partnerships, corporations, and limited liability companies plan ahead to address potential challenges related to taxation, transactions, intellectual property, and more. Our business law specialties include:

  • Business entity formation
  • Mergers, acquisitions, and restructuring
  • Outside general counsel
  • Intellectual property
  • Taxation and transactions