As a Santa Clara trust attorney, I’ve guided countless parents through creating comprehensive estate plans. While most understand the importance of having a will, many aren’t aware that this document alone may not provide the protection their children need. Trusts offer powerful benefits that go far beyond what a basic will can accomplish, especially for […]

When planning for the future, one important decision is who will inherit your retirement accounts. While many people name individuals as direct beneficiaries, there are situations where a trust may be a better option. However, this approach requires careful planning to ensure compliance with federal and state laws while maximizing tax benefits. Why Consider a […]

As a Silicon Valley will lawyer working with single and divorced parents, I’ve witnessed the deep emotional weight that guardianship decisions carry. The thought of someone else having to raise your children is heart-wrenching, yet planning for this possibility is one of the most profound acts of love you can offer them. The Unique Vulnerability […]

As a Bay Area trust and estate lawyer, I’m frequently asked about the intersection of trusts and business entities, particularly LLCs. The short answer is yes, a trust can own an LLC, but the details matter significantly. This ownership structure can offer valuable benefits for asset protection, tax planning, and succession planning—when implemented correctly. Understanding […]