NorCal Tax Law

NorCal Tax Law

NorCal Tax Law locationPETALUMA, CA

ESTATE, TAX & BUSINESS PLANNING
TRUST ADMINISTRATION | REAL ESTATE | ASSET PROTECTION

I guide families, individuals, and businesses through life transitions and asset transactions while managing exposure to tax and liability.

Solutions for all kinds of families, including family members with special needs, and couples contemplating marriage, divorce, or a non-marital event.

I structure and provide advice on asset transactions, entity formation, and generational succession, for
real estate, intellectual property, collectibles, and closely held businesses.

Creation of estate plans, and pre and post nuptial agreements.
Administration of trusts, estates, and probate.

Excellent communication skills.
Keen understanding of social dynamics.
Responsive, Candid, Discreet

Full service and limited scope legal services.
Consultations by phone or in person.

Call for a free 15 minute consultation.

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