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CunninghamLegal
1024 Iron Point Road, Folsom, California, United States
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About the CunninghamLegal
CunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more.
Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.
The institution emphasizes the importance of having a Comprehensive Financial Plan and avoiding common estate planning mistakes. They provide resources such as webinars and guides on topics like minimizing capital gains tax liability and choosing the best Living Trust Attorney in California. CunninghamLegal's focus on continuous education and specialization in living trust and estate work sets them apart from other firms, ensuring clients receive up-to-date advice and support for their long-term financial and legal needs.
Photos of CunninghamLegal
REQUIRES APPOINTMENT, 1024 Iron Point Rd, Folsom, CA 95630, United States
Opening hours of CunninghamLegal
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of CunninghamLegal
"When my wife and I were looking for a trust attorney we interviewed four different attorneys. We were most impressed by Justin Gilbert's breath and depth of knowledge. He listened carefully to our needs and requirements and he recommend we create a grant trust for our taxable assets and retirement trust for our pretax assets. He was the only attorney who was knowledgable about retirement trust and the benefits such trust would offer. Justin put in writing the scope of the services he would perform and the terms under which he would do so. I am a very detailed person, I read every word of the documents and I require that I understand everything in the trusts. Justin sent me articles that helped explain why the particularly trusts were important and the terms that should be incorporated into each trust. I had many questions once I read the trust documents drafted by Justin and suggested changes that I thought were important. Justin answered all my questions to my satisfaction and readily agreed to make changes that I wished to make. At no time did Justin show impatience with my requests or inquiries. We held a number of extensive meetings both in his office and by email and phone. Justin always met his commitments to deliver draft documents or changes there to. There will come a time when our children will need an attorney's services to settle our estate in accordance with the terms of our trusts. My instructions to them is to employ and depend on Justin's services. I highly recommend Justin to anyone who needs trust attorney. As a side note, we had a trust drafted by another attorney five years ago. That trust now resides in the trash can. I am very hard to please because I like perfection. That is what I pay for and Justin delivered."
"Justin is very knowledgeable and professional. He established our trust and continues to council us on legal matters concerning property. I recommend him."
"Mr. Gilbert helped me set up my will and living revocable trust. I would highly recommend him to anybody. He was very diligent, thorough and kind. Five stars."
"My wife and I very much appreciate Justin and how he has helped us. We have already referred some very good friends."
"Justin Gilbert is an outstanding attorney who brings competence, expertise, and skill in his area of Asset Protection and Estate Planning. He is down to earth and extremely personable, and maintains the highest ethical standards. I strongly recommend him with no reservations. First Class all the way!"
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