HEALTH ALERT – CORONAVIRUS DISEASE (COVID-19)
For the safety of our clients and staff – and for your convenience – all appointments will be by phone. To make an appointment, please call 1-650-397-9300 or send us your name and e-mail address and we will promptly get back to you.

The Trust Protector: Your Guardian Angel

What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions...

Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for your death is very important, if that is all you plan for, your planning can quickly become woefully inadequate. As medical knowledge and...