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I guide families, individuals, and businesses through life transitions and asset transactions while managing exposure to tax and liability.
I create estate plans, and pre and post nuptial agreements, and administer trusts, estates, and probate.
I advise on asset acquisition and disposition, entity formation, and generational succession, for
real estate, intellectual property, collectibles, and closely held businesses.
Solutions for all kinds of families and individuals, including family members with special needs, and couples contemplating marriage, divorce, or a non-marital event.
Excellent communication skills.
Keen understanding of social dynamics.
Responsive, Candid, Discreet
Full service and limited scope legal services.
Consultations by phone or in person.
Call for a free 15 minute consultation.
Free Consultation
$0 first 20 minutes
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Chat withState: California
Acquired: 2001
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40 4th St Ste 211, Petaluma, CA, 94952
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2000
English
Mandarin
Legal Answers
Can I avoid capital gains on the sale of a 2nd property by title modification?
30 May 2021
CA 600K homestead exemption apply if owner's CA primary residence will be sold for unpaid property taxes in a tax sale?
17 Mar 2021
What would be my basis?
24 Jan 2021