Who we help · Real estate owners
Your Bay Area property, passed on with care.
For most families we work with, real estate is the largest asset they own, and the main reason their family would otherwise face probate. Holding it in a trust, and planning how it passes, can give the next generation a more orderly path.
How we help
The questions that come up at this stage of life
Our practice focuses on California families with U.S.-based assets.
- Your homeA home properly held in your living trust generally avoids formal probate. Our office can prepare and coordinate the recording of California deeds for a separate fee.
- Rental propertiesRentals can be held in your trust, and in some cases in LLCs owned by the trust, to keep management simple and separate.
- Passing property to childrenWe discuss how passing your home to your children may affect property taxes under Proposition 19.
- Property that was never transferredIf a parent's house was never put in their trust, signed documents may support a trust confirmation petition in appropriate circumstances.
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.Trust Confirmation (Heggstad) PetitionsWhen property was never retitled into a trust, a Heggstad petition may ask the court to confirm it belongs there.
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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.