san martin trees

From simple wills and incapacity planning to complex multi-generational wealth preservation I provide services to clients for probate avoidance and tax minimization, family protection, wealth transfer, private and charitable gifting, asset protection, business succession, wealth accumulation, and preservation. 

We can discuss a range of tools from revocable living trusts and family partnerships to the alphabet soup mix of QPRTS, GRITS, GRATS, GRUTS, CRT’s, and irrevocable insurance trusts.  I provide a complete range of post-mortem planning, tax analysis, and administration.

I also provide asset protection strategies that are effective and appropriate.


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17415 S. Monterey Street, #204   •   Morgan Hill, CA     408.779.5101