Who we help · Business owners
Your company interests, held and planned with care.
Your ownership in a business is property like any other: if it sits in your own name, it can end up in probate. We help you hold company interests in your trust and plan how they are managed if something happens to you.
How we help
The questions that come up at this stage of life
Our practice focuses on California families with U.S.-based assets.
- Ownership in your trustAssigning your shares or membership interest to your trust can generally keep them out of formal probate.
- Who steps inYour trust and powers of attorney name who can act for your interest if you cannot, so decisions do not stall.
- LLC planningLLCs can help keep business and personal assets separate. It only works when set up and run properly, and well before any claim arises.
- Agreements with partnersYour plan should work with any operating or buy-sell agreements you already have. Bring them to our meeting.
Revocable Living TrustsSet out who receives what, with a path that generally avoids formal probate for trust assets.Asset Protection PlanningCoordinated entity and trust planning to help separate certain liabilities and protect what you leave to heirs.Powers of Attorney & Health Care DirectivesChoose the people who make financial and medical decisions if you can't.
Begin
Request an appointmentLet's talk about your plan.
Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Call 888.380.2288 or 415.693.8882, or request a time online. Consultations in English, Cantonese or Mandarin.