Welcome!

We focus our practice exclusively in Elder Law and Estate Planning, including wills, trusts, and probate, so that we can offer our clients the most knowledgeable and highly focused representation available.

All of our attorneys are members of the National Academy of Elder Law Attorneys.  Additionally, our firm is a Wealth Counsel member firm, allowing us to offer our clients the highest level of customization and specialization in their Estate Plan currently available in the United States.

• We approach Estate and Wealth planning through a values-driven process.  We help protect what is most important to you.
• Of highest regard is our relationship with our clients and other professionals with whom we collaborate.
• We will examine your matter from several perspectives to ensure a thorough analysis of our recommendations.
• We will provide you with a complete understanding of the issues that affect your matter.
• We will adhere to a code of professional standards and personal ethics which encompasses all areas of our practice: quality, service and integrity.

The result of our commitment is that you and your family will be protected long after your matter has been closed.  Additionally, we will be here for you and ready to assist if the need arises in your future.   For a confidential discussion please contact us at (510) 655-4888 or by email to Connie.

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This website and the accompanying materials and commentary are presented for general education and discussion purposes only.  No specific legal or tax advice is being given to you.  If you have any questions related to your specific situation please consult your qualified tax and legal professional.

IRS Circular 230 Disclosure: Recently adopted Internal Revenue Service regulations generally provide that, for the purpose of avoiding federal tax penalties, a taxpayer may rely only on formal written advice meeting specific requirements. Any tax advice in this message (including any attachments) does not meet those requirements and is not intended or written to be used, and cannot be used, for the purpose of avoiding federal tax penalties or promoting, marketing or recommending to another party any transaction or matter addressed herein.