Hanlen Jereme Chang

Hanlen helped my husband and I set up a living trust and he was so easy to work with. Very professional, very knowledgeable and responds in a very timely manner. He even provided a handy list of what sort of assets would need to be transferred to the trust and how to go about it. Hanlen also hel...ped provide guidance on some more complicated issues with our extended family related to estate and financial planning. He has a pretty good awareness of tax planning as well so he can help bring attention to potential situations that may arise down the road based on decisions that are made today. Super helpful to get a holistic view of how to approach situations that we were in and be able to make better informed decisions. He occasionally meets with clients in Palo Alto which has been really great for us since we're based in the South Bay. We have been very happy with the services that Hanlen has provided so far and we will continue to reach out to him whenever future needs arise.

Hanlen helped resolve what initially seemed like a very complicated family housing situation by coming up with a simple, yet highly effective solution that benefitted both me as eventual beneficiary and my parents as homeowners. We couldn't be happier with the service we received and Hanlen even wen...t out of his way to meet my parents at their east bay home so they could avoid a trip into the city. The rate charged was nothing compared to the value received by protecting my parents' home from virtually all risk through a deed trust. Hanlen listened carefully to my parents concerns and addressed them all patiently with a very friendly and professional demeanor. Highly recommend Hanlen for your family estate planning needs.