I practice exclusively in the area of estates and trusts and am first and foremost committed to treating my clients as I would want my most beloved family members to be treated by a trustworthy advisor.
My approach to planning is wholistic, which allows individuals and families to forge and articulate their complete human legacy as opposed to merely their financial legacy. I take the time to get to know my clients deeply, so that I can more effectively help them translate their values into financial and intangible gifts that will be passed down to loved ones and to cherished causes.
I also help people remember that the quality of their relationships is the primordial "asset" in a successful navigation of life's transitions, including the birth of children, new family configurations, and the unforeseen challenges that visit many lives. Assets accumulated over a lifetime can too easily be dissipated in senseless family disputes, where the interpersonal bonds have not been strengthened throughout a lifetime, nor wishes clearly communicated.
Truly acknowledging that we are more than the dollars we have accumulated, that the world needs our generosity for its re-creation, and that the quality of our relationships is vital to a harmonious trajectory through this life, are just some of the great benefits of approaching estate planning in a wholistic manner. It is always a deep honor to assist my clients in this important process.
Languages spoken: Spanish, English
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|Award name||Grantor||Date granted|
|Moot Court Award: Best Brief||Unversity of California at Berkeley School of Law||1993|
|Senior Thesis Grant Award||Princeton University||1973|
|Attorney||Law Offices of Aida M. del Valle||1998 - Present|
|Association name||Position name||Duration|
|Legal Aid of Marin||Volunteer Attorney||2010 - Present|
|East Bay Trusts and Estates Lawyers||N/A||2010 - Present|
|Estates and Trusts Section, Marin Bar Association, Mentor Group||Co-chair||2008 - 2010|
|â€¢ Volunteer Legal Services Program of San Francisco Bar Association||Volunteer Attorney||2004 - 2004|
|Princeton University||History||Other - Bachelors||N/A|
|University of California at Berkeley, Boalt Hall School of Law||N/A||JD - Juris Doctor||N/A|
|Business Power Luncheon||Choosing a Guardian for Your Children||2012|
|Speaker Series||Voicing Your Life's Legacy-Wholistic Estate Planning for Women||2011|
|Women and Money Conference||Wholistic Estate Planning for Women and Families||2010|
|Parenting Seminars||Estate Planning for You and Your Minor Children||2010|
|Estate Planning for New Families||Protecting Your Loved Ones from the Unthinkable||2009|