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IRS Circular 230 Disclosure: Pursuant to U.S. Treasury Department Regulations, we are required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.
Offices in Alameda, California. Office visits and house calls are also available in Albany, Berkeley, Kensington, El Cerrito, Oakland, Piedmont, San Leandro, San Lorenzo, Castro Valley and Hayward. Meetings and home visits in other Bay Area locations may be arranged upon request.
Practice limited to estate planning, trust administration, probate, elder law and Medi-Cal planning, business succession planning, last will & testament, gift and estate tax, charitable giving and foundations, asset protection, guardianship, conservatorship, special needs trust, power of attorney, advance healthcare directives, foreign and offshore trusts, trust and probate claims and litigation.