Trusts Estates Probate Business
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Working with clients and families for over 25 years.
Jeffrey has years of experience working with clients and families. As a consultant, he has assisted the clients of most of the major national investment firms and banks in developing strategies to minimize taxation and assure the orderly transfer of assets.
As a member of the LGBTQI+ community, Jeffrey understands the particular goals, needs, and objectives of community members. He is a former board member of Equality California and is an ardent supporter of diversity, equality, and inclusion.
Areas of Practice
Trusts
Trusts are important instruments in ensuring clients avoid a lengthy and expensive probate process and that their desires and wishes are respected and followd in an expeditious an efficient manner.
Estate Planning
Planning for potentially adverse situations as well as unexpected events assures these circumstances are addressed and handled in the way the client would have wanted them to be. Through durable powers of attorney, living wills, and pour- over wills, clients obtain peace of mind knowing these matters are settled.
Tax Mitigation
Through the use and implementation of advanced estate and financial planning tools and techniques, Jeffrey is able to help clients significantly reduce taxes on their estates.
“The measure of who we are is what we do with what we have.”
– Vince Lombardi
Get in Touch
We are very happy to make ourselves available to answer any questions you may have and to be available for an initial consultation. Our goal is to provide extraordinary service.