Permit me to assist you in planning for the two things that matter most ...... more
Permit me to assist you in planning for the two things that matter most ... everything you own and everyone you love. My staff and I provide innovative guidance to create practical solutions that accomplish our clients' goals and objectives in the areas of wealth transfer strategies, estate planning, and probate law. I have been certified as a specialist by the California State Bar Board of Leg... view profile
Jean M. Kohler is a partner in the Trusts & Estates Group and is certified by the... more
Jean M. Kohler is a partner in the Trusts & Estates Group and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law. Jean began her practice in the Trusts & Estates Department at Foley & Lardner in Milwaukee, Wisconsin. Ms. Kohler relocated to the Bay Area in March 2003 where she continues her estate planning practice, focusing on the... view profile
Gadi Zohar is a Palo Alto estate planning lawyer who combines his exclusive focus on... more
Gadi Zohar is a Palo Alto estate planning lawyer who combines his exclusive focus on trusts estates law with his background as a Licensed Marriage Family Therapist.* This combination makes him unique in his ability to listen to you fully and to translate your expressed values into your personal estate plan. His unique insight can help to guide you to a plan which best reflects your values and... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.