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Stuart counsels individuals and families about their wealth and succession planning and guides trustees and executors through the complexities of post-death administration of complex trusts and estates. Stuart has planned over 500 individual estates and has administered hundreds of estates and trusts. Although Stuart often assists his clients in resolving trust and probate disputes of all types, he particularly enjoys the planning process when the entire family, with multiple generations, becomes involved. Stuart brings creative and cutting edge techniques to the planning process and also a sensitivity to the personal and family issues involved in the process. His skills as a clear communicator make complicated estate planning concepts and strategies understandable to his clients.
Stuart was raised in Los Altos and is the second youngest of nine children. He understands family dynamics, which makes him well suited for assisting clients in planning and implementing their estate plans. Stuart lives in Los Altos with his wife and three children. He enjoys spending time with his family, as well as snow skiing, bicycling and traveling.
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Chat withState: California
Acquired: 1997
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983 University Avenue Suite 104C, Los Gatos, CA, 95030
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Member
Member
1997
JD - Juris Doctor
1994
BA - Bachelor of Arts
N/A
LL.M - Master of Laws in Taxation
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