I have extensive experience in the use of revocable living trusts of varying complexity for contingency planning; the design and implementation of irrevocable trusts for gifting purposes, both charitable and non-charitable; and the use of limited partnerships and limited liablity companies for purposes of asset management.

My practice includes:

• Wills & Trusts
• Powers of Attorney
• Advanced Health Care Directives
• Lifetime Gifting Trusts
• Qualified Personal Residence Trusts
• Irrevocable Life Insurance Trusts (ILITs)
• Grantor-Retained Annuity Trusts (GRATs)
• Charitable Trusts
• Multi-Generational/Generation-Skipping Truts
• Intentionally Defective Grantor Trusts
• Private Annuties
• Family Limited Partnerships
• Limited Liablity Companies
• Gift Tax, Estate Tax, Generation-Skipping Transfer Tax, and Property Tax Planning
• Non-Citizen/Multi-National Estate Planning
• Post-Death Administration of Trusts & Probates
• Probate & Trust Dispute Resolution
• Succession Planning

My clients have included founders and executives of technology companies, prominent entrepreneurs and land owners, members of the venture capital community, high-net-worth individuals, family business owners, investors and others.

I was awarded a "Northern California Super Lawyer" distinction in from 2012 through 2020 by San Francisco Magazine as one of Northern California's "Rising Stars" - a distinction awarded to only a small percentage of attorneys in each state.  I also serve on the Board of Directors of the Junior League of San Jose.

Prior to founding my estate planning firm, I practiced trusts & estates, gift planning and probate law with prominent Silicon Valley law firms.