Free Consultation
$0 first 30 minutes
I am familiar with estate planning / family law crossover issues, real property issues, including transfer tax and reassessment issues, and HECMs (FHA/HUD reverse mortgages) for estate planning purposes and settlement of Trust Disputes, and Probate Code Sec. 850 petitions for Court declaration that incompletely transferred assets are Trust Assets (also known as Heggstad Motions). I have been rated AV-Preeminent by Martindale Hubbell for 19 consecutive years. I draft new estate plans and update old estate plans. I also draft trusts to hold residences and businesses for unmarried and unrelated partners. Give me a call to see if I can help you.
3
Practice Areas
46 years | 900 cases
35 years | 100 cases
51 years | 250 cases
Free Consultation
$0 first 30 minutes
$ 300-375 per hour
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Chat withState: California
Acquired: 1975
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900 Larkspur Landing Cir Ste 226, Larkspur, CA, 94939
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"I endorse this lawyer.I have worked with Bruce for about 10 years and regularly refer estate planning matters to him. Bruce is smart, inventive, a good listener and a problem solver. He pays attention to the whole picture, not just tax ins and outs, which is where a lot of lawyers fall short. I recently concluded a trust ligation in which Bruce and I were co-counsel, and his input and expertise on trust matters was invaluable in obtaining a good result in a short time period. Bruce also has expertise in family law which correlates nicely with his estate planning focus."
Litigation lawyer
2015
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
1976 - Present
Marin County Bar AssociationMember
1975 - Present
State Bar of CaliforniaAdmitted to Practice
1975
JD - Juris Doctor
1965
undergraduate
English
Legal Answers
Who is an interested person on a probate conservatorship matter? Is it a family member?
26 Jul 2016
Is there a waiting period before we can sell real property inherited through a living trust?
09 Jul 2016
If we have irrevocable trust can we get prop 13 advantages.
02 Jun 2016