We offer sophisticated and efficient estate planning and asset protection services. We handle all aspects of trust administration and probate proceedings.

• Estate Planning
  We are dedicated to providing the most up-to-date planning alternatives and techniques to efficiently maintain and transfer wealth, and to minimize the impact of income, gift and estate tax consequences to our clients and their families.
  
• Family Trusts
  We handle the creation of simple to complex family trusts ensuring that wealth transfers are made in the most tax efficient manner.
  
• Complex Trusts and Charitable Giving
  We will assist you in setting up irrevocable trusts, Crummey Trusts, charitable remainder trusts, and other vehicles for wealth transfer and charitable giving.
  
• Family Limited Partnerships
  We create family limited partnership as a preeminent vehicle for efficient use of discounts and estate freezes.
  
• Asset Protection Trusts and Limited Liability Entities
  We have extensive experience and expertise in creating asset protection trusts as well as limited liability entities to protect our clients' wealth.
  
• Wills
  We create any types of will that is right for you whether it be a simple will, a will with testamentary trust, or a pour-over will.
  
• Durable Powers of Attorney
  Our attorneys will educate you and create your durable power of attorney for the management of your affairs.
  
• Healthcare Directives
  We advise you and help you create a Healthcare Directive that expresses your wishes with regard to your health decisions.
  
• Private Foundations
  We handle the creation, tax exemption process, and operations for private foundations and other charitable entities.
  
• Domestic Partnerships
  Ingrid has had special training in the legal, tax, and estate planning aspects of domestic partnerships on a federal level as well as with respect to California law.