We Have Listed The Top 10 Estate Planning Lawyers In San Francisco To Help You Choose The Best Professional For Your Needs.
The largest companies in the world, and the wealthiest families in America, value and respect the service, creativity, and commitment of the attorneys of Sideman & Bancroft. We bring the same dedication to all of our clients—those who have already arrived and those who are on their way or just getting started. Our clients know that when it comes to growing their businesses, litigating their interests, protecting their assets and planning for the future, it is crucial to engage professionals who understand who you are, what you want, and where you want to go—in business and in life.
Richard J. Sideman and David P. Bancroft left distinguished careers as assistant U.S. attorneys to found the firm in San Francisco in 1978. They are believed to be the first former federal prosecutors in Northern California to open their own firm. They brought deep expertise in tax controversy and criminal defense matters, which remain cornerstone practices in the firm today. More than four decades later, Sideman & Bancroft has grown to nearly 40 attorneys across ten niche practice groups. Our firm’s reputation as a premier boutique in the United States is well deserved.
In 2020, in response to the growing needs of our American clients for local European counsel, and of the needs of our European clients for support in their activities in the United States by professionals sensitive to their cultural and legal approach, Sideman & Bancroft Europe was launched, focused on global intellectual property matters.
This new step embodies the entrepreneurial spirit and boldness that define the teams of Sideman & Bancroft and the firm’s desire to always align our services to our clients’ needs.
Address: 228 Hamilton Ave 3rd floor, Palo Alto, CA 94301
Phone: 650-374-7900
Website: https://baylegal.com/about-us/
Bay Legal is a technology-forward firm dedicated to providing traditional and revolutionary legal services in a digital format whenever and wherever possible. From booking appointments right here on Bay Legal website meeting via video conference wherever you happen to be, to sharing and digitally executing documents within our secure client portal, we work on your schedule.
Need an updated power of attorney while traveling or to change your medical directive while unable to visit our office? We can send it to your smart-phone, and the phones or laptops of any required witnesses, for digital signature(s) and the process is complete.
Our clients’ businesses have embraced technologies that increase efficiencies and have enabled them to cut staff and outsource non-critical functions, driving down overhead and streaming lining their operations. You should expect no less from your professional service providers.
With over 25 years of entrepreneurial experience across industries, we not only have a unique perspective encompassing the legal realm, but also the financial, startup, operational, marketing, and technology insights.
We are more than your attorney seeking a legal solution to your current legal issues. We are your attorney, accountant and financial planning firm focused on out-of-the box multi-disciplinary solutions to personal and business challenges.
Bay Legal is your professional services partner – focused on your success. We build relationships and an understanding of your legal and financial framework in order to better your needs and focus on your business goals.
The San-Francisco-Marin Lawyer Referral and Information Service (LRIS), the oldest and largest public service program of the Bar Association of San Francisco, has been providing information and attorney referrals to people in need since 1946.
Our mission is to educate as many people as possible about their legal rights; to give as many people as possible access to affordable, competent legal representation; to study cultural trends and investigate current social and political realities, in order to identify those most in need of access to our system of justice; and to modify and expand our capabilities and services in order to accomplish the above.
There are many attorney referral services available online. You should know that the SF-Marin Lawyer Referral and Information Service is certified by the State Bar of California and approved by the American Bar Association and meets the high standards set by each. As the largest and oldest public service program of the Bar Association of San Francisco, we’ve been referring individuals like you for over 70 years.
Read about some of the advantages of using LRIS, or any certified lawyer referral service, over an online directory of attorneys or attorney websites.
Address: 100 Pine Street, Suite 1250 San Francisco, CA 94111
Phone: 415-745-3045
Estate planning is one of those tasks that we all agree is important, but it is easy to put off. Still, it is never too early to talk about the future. At Business Estate & Tax Attorneys, P.C., our lawyers will help you make the proper preparations to protect your legacy and your family’s future. A thorough estate plan will ensure your wishes are carried out. It will ensure your assets are protected for future generations. Ultimately, it will give you peace of mind.
Our estate planning attorneys have served California area for many years. We have extensive experience in estate planning, administration, and litigation, as well as tax and business law. We can help you craft a comprehensive estate plan that takes into account all of your goals for the future and your family.
Writing a will isn’t just as simple as writing out a list of your final wishes. In fact, there are so many components of estate planning that go far beyond your will. When you work with a skilled San Francisco estate planning attorney from our firm, we will guide you through the process of:
Making sure your final wishes are clear under the law. We will draft comprehensive legal documents that reflect your wishes, including guardianship for your children, asset distribution, and final healthcare instructions.
Understanding all your options for protecting your wealth and your family. With proper estate planning, you can minimize the tax burden ─ and the stress ─ left to your family. Our attorneys can help you set up and fund trusts to provide for your survivors, leave contributions to charity, and achieve other goals.
Defining your health care decisions and designating trusted caretakers. We will walk you through creating an advance health care directive and designating powers of attorney so you and your family are prepared for any situation.
Avoiding any potential disputes within your family. By making your feelings clear now, you will avoid any unnecessary surprises and ensure that your wishes are carried out as you planned. You will also save your family time, money, and a great deal of aggravation by eliminating any costly legal battles.
Address: 490 Post Street, Suite 508 San Francisco, CA 94102
Phone: 888-312-6978
Website: https://www.connieyilaw.com/about/
Protecting your property and passing it on to your heirs requires careful planning. This is especially true if foreign assets are involved.
At the Law Offices of Connie Yi, PC, we provide comprehensive estate planning, trust administration, probate advice and counsel. We also provide tax planning advice and help individuals with offshore or foreign accounts come into compliance with U.S. tax laws while avoiding civil and criminal liability.
Connie Yi’s depth of experience with tax and international estate issues can help you identify the most effective way to protect your personal wealth and share it efficiently with those you choose.
Before becoming an attorney and opening her firm in 2003, Connie Yi spent more than 20 years working in the financial industry. This enables her to provide a level of insight that guides you toward effective solutions to tax issues and estate planning opportunities.
By combining tax law with estate planning and administration, we provide comprehensive advice and counsel to individuals wishing to preserve their assets while lowering their current and future tax liabilities. Our probate and estate administration services are capably led by Bobby Y. Lydon-Lam.
For more information about our backgrounds and qualifications, please refer to our biographies linked below.
For assistance with estate planning, probate, trust administration, tax planning and offshore account compliance, call our law office at 888-312-6978 to schedule a consultation with an experienced lawyer. Or, if you prefer, complete our online form.
Connie Yi speaks fluent Mandarin and Cantonese. We have offices in Pleasanton and three other locations to serve you.
Address: 211 Gough Street Third Floor San Francisco, CA 94102
Phone: 415-626-7744
Website: https://www.tslo.com/estate-planning-law/international-estate-planning/
The world in which we live is becoming increasingly global. Family members live and work in different countries and assets are located overseas. Estate plans must reflect the global nature of individuals’ lives when necessary. Proper international estate planning requires the assistance of an attorney who understands how international laws and estate planning intersect.
At Tour-Sarkissian Law Offices, LLP, we are keenly aware of the international aspect of many individuals’ lives. Our team of estate planning lawyers has experience helping French citizens and other bi-nationals living in California plan their global estates. With our knowledge, we can also help individuals who either own or are planning to buy real estate in France, determine how best to pass along their acquired properties at death.
Some of the international estate planning solutions we offer include:
- International transfer of assets
- Drafting of qualified domestic trusts (QDTs)
- Prenuptial agreements involving foreign nationals
- Purchase of real estate in France and other French-speaking countries
- International business succession planning
Trusts are a common way in the United States to plan an estate. Paul Tour-Sarkissian co-wrote a book regarding the legal and tax consequences of U.S. trusts in France, and he is one of the few lawyers who understands how trusts can work in the French legal system.
Address: 50 Osgood Place Suite 500 San Francisco, CA 94133
Phone: 415-392-2560
Website: https://landslawgroup.com/practice-areas/estate-planning/
It is never too early or too late to consult a lawyer about your estate plan. Maybe you have just started a family. Maybe you have accumulated some assets that you want to be sure to preserve. Maybe you are getting older and you want to make sure everything is in order.
Whatever your specific concerns are, our San Francisco estate planning lawyers at Lvovich & Szucsko, P.C., can help you put together an estate plan that meets your needs. We assist clients with all types of estate planning documents, including the following:
Wills: A will is the most basic estate planning document. Your will expresses your wishes regarding how your assets will be distributed and who will take care of your minor children in the event of your death. Almost every estate plan should include a will of some type.
Trusts: Depending on your specific estate planning goals, it may be beneficial for you to place certain of your assets in a revocable trust (aka living trust) and/or an irrevocable trust. When used correctly, trusts can provide flexibility, privacy and certain tax benefits.
Powers of attorney: A power of attorney is a document that gives someone else the authority to act on your behalf. A properly prepared power of attorney can help you plan for your financial, medical and personal needs in the event that you become incapacitated.
Advance health care directives: Commonly known as a living will, an advance health care directive expresses your wishes regarding the use of life-saving medical procedures. Advance health care directives often go hand in hand with medical powers of attorney.
At Kelley & Farren, we provide personalized legal services covering all aspects of estate planning, probate and trust law. This is our exclusive focus.
The firm's six attorneys have broad, in-depth experience in the field of estate planning and probate. Two attorneys are Certified Specialists in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. The firm was recognized as "Best Law Firm" in the Pacific Sun's "Best of Marin" for both 2018 and 2019.
Kelley & Farren attorneys have backgrounds ranging from public interest law to public service to corporate law and are actively involved in community and charitable organizations. The depth of our specialized legal expertise and our personal values and interests guide us in helping our clients work through complex, sensitive issues and achieve peace of mind.
Kelley & Farren moved to a new office in February 2020. Our new address is 1099 E Street, San Rafael. Please call us at (415) 925-5200 before visiting so that we can provide you with helpful instructions for accessing our office.
Estate, gift, and GST exemption amounts for 2020 are $11,580,000 per person. Please note that absent action by Congress, the estate, gift and GST exemptions will sunset at the end of 2025. The legal update section of this website has more detailed information about tax rules that took effect on January 1, 2018, and about the possible sunset of current exemption amounts.
In light of the current exemption amounts, many living trusts drafted before 2013 include estate tax savings provisions that may no longer be necessary to avoid estate taxes. Reviewing your estate plan with an attorney can help ensure that it best meets your continuing needs.
All of us at Kelley & Farren are proud to offer our clients lasting relationships into the future. The firm's current partners, Christine Hoburg, Lisa Fialco and Colin Kelley, collectively have over thirty years experience serving clients at Kelley & Farren. Carolyn M. Farren, a founding partner, represents and advises clients as of counsel to the firm.
John Kelley, Kelley & Farren's other founding partner, died of lymphoma in September 2011. Kelley & Farren values the relationships John developed with his clients and the firm will continue his tradition of providing outstanding legal services.
Address: 456 Montgomery St. Suite 700 San Francisco, CA 94104
Phone: 415-982-7312
Website: https://www.catherineyeelaw.com/San-Francisco-law-firm
As a native of Hong Kong, Ms. Yee immigrated to the United States at a young age. She received her Bachelor of Arts degree in Asian Languages with an emphasis in Chinese as well as a Bachelor of Arts degree in Psychology from the University of California at Berkeley. Ms. Yee received her Juris Doctorate degree from the University of San Francisco, School of Law. She is an active member of the California State Bar and the Bar Association of San Francisco.
Ms. Yee also contributes to the community by participating in various non-profit organizations. Ms. Yee is also an occasional speaker on relevant legal issues. Ms. Catherine Yee is fluent in three dialects of Chinese: Cantonese, Mandarin and Toishan. She reads and writes Chinese and is experienced in translating legal documents to and from Chinese and English. Her legal skills in addition to her cultural sensitivity make her an ideal choice as an estate planning attorney.
Address: 2 Embarcadero Center 8th Floor San Francisco, CA 94111
Phone: 888-498-8090
Protect you and your loved ones through proper estate planning. The biggest misconception about estate planning is that it is only useful for people who are wealthy or aging, but in fact everyone should have an estate plan regardless of income, age, or lifestyle.
How much will my estate plan cost?
Our custom estate plans start at $2,000 for individuals and $2,500 for couples.
When will my estate plan be completed?
Once we receive all the information we need from you, then your estate plan will be completed in less than two weeks! We also can come to you for in-home signing of your documents as an added convenience for our clients.
Click the link below, fill in the fields, email the form to [email protected], and we'll take it from there. It's that simple.
Kugelman Law estate planning attorneys advise individuals, business owners, and their families in all aspects of estate planning, probate and trust administration, and wealth preservation and transfer strategies. We serve as legal counsel for fiduciaries, heirs, and beneficiaries regarding estate administration and planning, such as drafting civil complaints, pre-trial motions, and supporting civil discovery in probate and trust litigation matters, including breach of fiduciary duty, civil fraud, and financial elder abuse.
When you consult with a San Francisco and Irvine Estate Planning Lawyer at Kugelman Law, we will provide you with a customized and comprehensive estate plan to account for any possible situation life throws your way.
Whether it’s a will, trust, power of attorney, health care directive, or any other type of estate plan directive required, Kugelman Law estate planning attorneys are here to serve clients in San Francisco and Irvine, California, as well as throughout the state with phone and video consultations.
In general, an estate plan protects your assets, safeguards your future, and ensures your affairs are handled exactly as you prescribe. Estate planning ensures your children are cared for by a trusted guardian and outlines detailed plans for future health care decisions and long-term care.
A proper estate plan for individuals will address how assets will be managed and distributed after death but also in the event one becomes incapacitated.