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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.
Hourly ($300-375/hour), Fixed (sometimes), Free consultation (30 minutes)
Cash, Check, Credit card
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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.
Benjamin Ballard Litigation Attorney
Relationship: Worked together on matter
|Award name||Grantor||Date granted|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2015|
|Association name||Position name||Duration|
|Marin County Bar Association||Member||1976 - Present|
|State Bar of California||Admitted to Practice||1975 - Present|
|UC Hastings COL||Law||JD - Juris Doctor||1975|
|Univ of Maryland, MD||English and History||undergraduate||1965|