San Francisco Estate Planning Attorneys

Planning your estate is not only something you need to do for your family, but can also have serious tax implications.  Estate planning is not simply making a Will anymore.  There are many other legal instruments employed to accomplish a client’s goals for their family while minimizing the tax implications.  At  Lerner, Veit & Stanaland, our estate attorneys specialize at helping you meet your estate planning goals.

We are sensitive to the decisions that our clients need to make to provide for their families. We have accomplished tax attorneys to help guide you through the process. Our senior partner, Russell Stanaland, has the unusual distinction of being not only a board-certified public accountant and an adjunct professor at Golden Gate University, but he also is a “Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization.”

This enables our San Francisco estate planning lawyers to provide you with advice based on a rare depth of knowledge and experience on such matters as:

  • Revocable Trusts (“Living” Trusts)
  • Irrevocable Trusts
  • Grantor Retained Annuity and Uni-Trusts (GRAT and GRUT)
  • Charitable Remainder Trust (CRATs and CRUTs)
  • Wills and Pour-Over Wills
  • Advanced Health Care Directive
  • Powers of attorney – financial/healthcare
  • Family Limited partnership
  • Probate and trust administration
  • Grantor Retained Trusts
  • Qualified Personal Residence Trusts (QPRT)

At Lerner, Veit and Stanaland, you can be assured of receiving the best advice and counsel so that your estate is given to those you want. You can expect sensitivity along with the tax advice that combined equal great estate planning.

 

Serving San Francisco Bay Area clients’ needs for over 25 years

Lerner, Veit & Stanaland LLP provides sophisticated legal services to business and individual clients from headquarters in San Francisco and an office in San Mateo. Personalized counsel and representation on complex confidential matters is our speciality. Call 415-781-4000, or contact us online today  to connect with a San Francisco business attorney, estate planning attorney, tax attorney, litigation attorney or real estate attorney.