Handling Business Formation, Estate Planning, and More

Business Law

Formation and Organization

In matters involving business and commercial transactions, I have established a base of more than 200 business clients in Northern California, providing sound legal solutions to assist them in structuring and advancing their businesses. As an adept executive or entrepreneur, you will need experienced counsel and many of the following legal services, which are essential in defining your business goals and your management and capital relationships:

  • Corporations--profit and non-profit
  • Partnerships--general and limited
  • Limited Liability Companies
  • Corporate Compliance
  • Buy-Sell agreements
  • Operating agreements
  • Shareholder agreements
  • Issuing ownership interests
  • Employment agreements
  • Company Employee Handbook
  • Contract negotiation and review
  • Drafting of opinion letters
  • Mergers and acquisitions
  • Succession planning

Real Estate

Real Estate

I offer a diverse range of services for all types of real estate transactions, whether your acquisition or liquidation of a property is connected to your business, family, trust, or probate. Whether you need advice or a negotiator for a commercial acquisition or representation for the sale of property from a decedent's estate, I am here to help you.

Real Estate Pic

Estate Planning

Estate Planning and Probate/Trust Administration

Estate Planning

Estate planning provides you with a framework to communicate your wishes should you become incapacitated or deceased. Your estate is essentially your plan to stave off unnecessary taxes, deflect family disputes as well as having a responsible management system for your resources. These tools deploy your personal decisions that include your healthcare, burial/cremation arrangements, wealth distribution and management. There are several documents utilized in structuring a comprehensive estate plan.


A will contains your instructions for the distribution of your property upon your death. This document ensures that your beneficiaries receive what you want them to have instead of the courts making decisions based on statutes.


There are a variety of trusts available that function to support an individual's wishes such as a charitable remainder trust, life insurance trust, living trust, special needs trust, and educational trusts.

Living Will

This type of legal advance directive is utilized to instruct medical professionals regarding your decisions about your expectations regarding life-saving medical treatment and/or intervention should you be unable to communicate your wishes.

Durable Power of Attorney

A durable power of attorney designates a person you have chosen to act on your behalf in either financial and/or medical decisions and will last beyond your incapacitation.
If you are a business owner or professional, it is important to devise a plan that shields your personal and business assets from liability. Estate Planning requires the ability to network resources proactively to meet your objectives. I will work closely with you to create a comprehensive plan to facilitate the accumulation, preservation, and transfer of your wealth.

Trust Administration

Minimizing income and estate tax liability is a critical reason for employing an experienced, responsive team like ours to handle your trust administration. These issues require a team that prides itself on knowing the many complex rules and regulations imposed by the probate courts and Internal Revenue Service.
In order to provide world-class service to my clients, I have developed a referral system with a number of outstanding professionals to support my client's should the need arise.