Trusts & Estates
Helping clients achieve their estate planning goals, administering estates,
and litigating trust and probate disputes.
Conservatorships
Trusts & Estates
SMT trusts & estates attorneys help clients achieve their intended legacies for their families and favored charities, creating tax-efficient plans from simple wills and trusts to family limited partnerships, irrevocable grantor trusts, insurance trusts and charitable trusts. We also assist fiduciaries (executors and trustees) with the administration of trusts & estates, and represent clients in mediations, arbitrations, and trials regarding troubled trusts & estates.
- Estate Planning
- Family Wealth Preservation
- Planned Charitable Giving
- Probate | Trust Administration
- Succession Planning
- Tax
- Wills | Trusts
Contact
SANTA ROSA
90 South E Street, Suite 200
Santa Rosa, CA 95404
Petaluma
11 Western Avenue
Petaluma, CA 94952
