CunninghamLegal 3017 Douglas Boulevard, Roseville, CA 95661
About the Business
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CunninghamLegal is a finance and lawyer institution located at 3017 Douglas Boulevard in Roseville, California, United States. Specializing in estate planning, the institution emphasizes the importance of having a Living Trust and a comprehensive Estate Plan to protect assets for current and future generations. The knowledgeable and caring attorneys at CunninghamLegal offer highly customized plans tailored to each family's unique needs.
In addition to estate planning, CunninghamLegal provides tax planning services for high net worth families, real estate legal services for investors, and assistance with trust administration, probate representation, and asset protection strategies. The institution's team of California Trust, Tax Planning, and Real Estate attorneys take a personalized approach to each case, ensuring that clients' assets and goals are fully understood and accounted for in their customized plans.
With offices throughout California, including locations in Northern and Southern California, CunninghamLegal offers estate planning services to clients statewide. The institution also provides virtual legal services via phone and videoconference for clients who are unable to visit their physical offices.
Whether clients are looking to minimize capital gains tax liability, avoid common estate planning mistakes, or learn more about estate planning essentials, CunninghamLegal offers a range of resources and webinars to guide them through the process. The institution emphasizes the importance of working with experienced estate planning professionals who have a deep understanding of California estate planning laws and tax strategies.
For clients with unique family situations or special needs dependents, CunninghamLegal offers specialized services to ensure that their estate plans are tailored to address specific challenges and protect their assets. The institution also provides guidance on choosing the right Trustee and Executor for their estate, ensuring that they are equipped to fulfill their roles effectively.
Overall, CunninghamLegal is dedicated to helping savvy, caring families protect and transfer their wealth through comprehensive estate planning strategies and personalized legal services.
Photos
Location & Phone number
REQUIRES APPOINTMENT, 3017 Douglas Blvd STE 300, Roseville, CA 95661, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We were referred to Justin Gilbert for the purpose of updating our old existing Trust. Justin gave us good advice, was patient, very knowledgeable during the process and completion of the project. We were very pleased the way he presented himself and he is a very personable man. Everything was completed in the time line he gave us and was always on time for the appointments with us. We highly recommend Justin and will continue to work with him on our future needs."
"In late 2014 we decided it was necessary to have our first-ever Trust drawn up by another attorney, but we were concerned about several issues when it was finished. On the recommendation of two friends who had Justin do their Trusts, we met with Justin and he updated our Trust and cleared up any and all concerns we'd had with the first one. Justin is FABULOUS - he's thorough, insures any potential eventuality is addressed and when you're done, you have a comprehensive and exceptionally well-drawn Trust. We HIGHLY recommend Justin for your estate matters. With offices in Roseville and Folsom, he's easy to meet with. THANK YOU, JUSTIN, for insuring our families' future needs are met and protected!"
"Justin Gilbert has helped us with two trusts...one for my mother in law and one for my wife and I. We have found Justin to be patient in explaining how trusts work, how they are viewed from a legal standpoint and how their advantages work to the benefit of our heirs. Justin was thorough, considerate of our wishes and a pleasure to work with. I recommend him highly."
"Justin Gilbert is an outstanding attorney and person. He was able to help my husband and I to quickly get our living trust completed before an out of the country trip. He was punctual, flexible and extremely knowledgeable. I walked out of his office feeling such a sense of security knowing that my husband and I had our affairs in order. Last year, Justin also helped me to get Power of Attorney for my ailing mother. Once again, he was able to complete this in such a timely manner. He has the kind of personality that just puts you at ease. I was really dreading the process of both of these documents. However, Justin just sailed us through these without any problems. I highly recommend him and recommend not putting off getting a living trust for your family."
"Justin gave information for our trust in a way no other attorney we met with did. We meet with two other attorneys. Just with the questionnaire Justin sent and then meeting with him - he explained things and answered questions in a way we understood. He also brought up things that no attorney brought up. We felt so confident and secure when our trust was completed. We recommend him highly!"
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- Lawyer
- Notary & Lawyer
- Asset Protection
- Asset Transfer
- Business Succession Planning
- California Estate Laws
- California Trust Law
- Capital Gains Tax
- Common Estate Planning Errors
- Estate Planning
- Estate Planning Essentials
- Estate Planning Mistakes
- Estate Planning Professionals
- Executor Guidance
- Experienced Attorneys
- Family Assets
- Generation Planning
- High Net Worth Families
- Inheritance Planning
- Living Trust
- Long Term Care Planning
- Online Resources
- Phone Consultations
- Probate Representation
- Property Ownership
- Real Estate Investing
- Real Estate Law
- Special Needs Trusts
- Tax Liability Reduction
- Tax Planning
- Trust Administration
- Trustee Selection
- Videoconferences
- Virtual Legal Services
- Wealth Preservation
- Wealth Protection
- Webinars
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