During the COVID-19 pandemic, we are serving clients via telephone calls and videoconference calls. Please contact our office to schedule an appointment.
  1. We offer custom plans for your specific family situation – one size does not fit all!
  2. We listen and answer all your questions – we welcome questions here!
  3. We specialize in special needs planning – about half of our clients have a loved one with various special needs.
  4. We “translate” estate planning into plain English, using diagrams and breaking down complex issues into simpler building blocks.
  5. We have a team approach – the drafting process involves at least three team members (paralegal, associate attorney, lead attorney), so many eyeballs are making sure the documents are accurate and reflect your wishes.
  6. Ellen is a Certified Specialist in Estate Planning, Trust and Probate Law through the California State Bar, and she received her LL.M. (master in laws) in Estate Planning, Trust and Probate with honors. Ellen and the team have helped hundreds of families create custom estate plans to protect themselves and their loved ones.
  7. We address the many taxes involved: estate tax, gift tax, capital gains tax, California property tax, Generation Skipping Transfer (GST) tax.
  8. We are experienced in creating “lifetime” trusts (also known as “dynasty trusts” or “GST Trusts”) to protect “typical” children from future divorces and creditor claims.
  9. We offer flat fees for estate planning, trust administration, and some court petitions.
  10. We have specific sub-specialties: non-contested court petitions to modify trusts, incorporate special needs trusts, fund trusts, etc; non-contested limited conservatorships for developmentally disabled individuals in San Mateo and Santa Clara Counties.
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