Strategic Estate Planning
Can Achieve Your Objectives
Meet Our Team
Innovation is key not only to building wealth, but also to protecting it. As a successful professional in the Bay Area, you may recognize the value of an innovative estate plan. However, without a legal background, you may find it a challenge to safeguard your legacy on your own.
At Gadzo Law, P.C., we have the acumen you require to protect your wishes, your beneficiaries and your wealth. Our partners, Alexandra Gadzo and Robyn Zorea, share over 40 years of legal experience in estate planning, succession planning, estate administration and probate law. When you hire us, you benefit from the personalized strategies that we create to meet your needs.
Please follow the links below to learn more about Alexandra and Robyn’s impressive educational backgrounds and legal qualifications:
Our Lawyers
Alexandra
Gadzo
Attorney
Robyn
Zorea Stewart
Attorney
Additional Team Members
Vanessa
Perkins
Paralegal
Why Advanced Degrees Matter
Estate planning for affluent individuals requires more than a will and durable power of attorney. If the value of your estate exceeds the small estate threshold in California, your assets and property will need to pass through probate, diminishing their worth when they are eventually distributed.
With advanced legal degrees in taxation, our attorneys are able to use trusts and other legal strategies to reduce estate tax obligations and strengthen the control you have over asset distribution after you have passed. Whether you seek to transfer business ownership to your children or protect your grandchildren’s inheritance, we can identify the best approach for realizing these goals. We draw on our substantial understanding of state and federal tax laws to assess the tax benefits and drawbacks associated with various types of trusts.
Contact Our Firm Today
There are many considerations to keep in mind when you are planning for the future. When you partner with Gadzo Law, P.C., you can be certain that we have the experience, background and desire to help you address these concerns.
Reach our legal team via our online form or by calling 650-397-9300. Take the first step toward developing an innovative estate plan today when you arrange your private consultation. In addition to estate planning services, we facilitate real estate transactions throughout the Silicon Valley area.
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