Estate and trust planning in Menlo Park, CA
18 results found
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Abbas Law Group - Estate Planning, Probate and Trust Administration
● ClosedAbbas Law Group is a reputable law firm specializing in Estate Planning, Probate, and Trust Administration. Located in Menlo Park, California, United States, their team of experienced lawyers provide expert legal advice and guidance to help clients navigate the complexities of estate planning, probate, and trust administration. Whether you are looking to create a comprehensive estate plan, navigate the probate process, or administer a trust, Abbas Law Group is dedicated to providing personalized and professional services to meet your individual needs. With a focus on client satisfaction and attention to detail, Abbas Law Group is committed to helping clients protect their assets and ensure their wishes are carried out according to their wishes.
2120 Avy Ave #7337, Menlo Park, CA 94026, United States -
The Menlo Group - Morgan Stanley
● OpenThe Menlo Group at Morgan Stanley is a prestigious finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence and expertise in the financial industry, the Menlo Group offers a wide range of services to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, the team at The Menlo Group is dedicated to providing personalized and comprehensive solutions to meet the needs of each individual client. Trust in The Menlo Group at Morgan Stanley for all your financial needs.
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025, United States -
The Jellins Group APLC
● ClosedThe Jellins Group APLC is a prestigious law firm located at 841 Menlo Avenue in Menlo Park, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. Specializing in a variety of practice areas, including business law, real estate law, and estate planning, we strive to deliver personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, The Jellins Group APLC is the go-to choice for legal representation in the Menlo Park area.
841 Menlo Ave, Menlo Park, CA 94025, United States -
O'Donnell & Associates
● ClosedO'Donnell & Associates is a respected estate and trust planning firm located at 724 Oak Grove Avenue in Menlo Park, California. Led by experienced attorney Matthew O'Donnell, the firm specializes in estate planning, probate and trust estate administration, and special needs planning for clients throughout the San Francisco Bay Area. With over 35 years of experience, Matthew O'Donnell has helped over 10,000 families plan their estates and navigate complex legal issues. His firm focuses on "life planning" to prevent court intrusion and protect assets from creditors, predators, and marital conflicts. They also provide assistance with public benefits planning for special needs, disabled, and elderly clients.
724 Oak Grove Ave Suite 110, Menlo Park, CA 94025, United States -
White Law
● ClosedWhite Law is a prestigious law firm located at 2200 Sand Hill Road in Menlo Park, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From business law to estate planning, we strive to deliver personalized and effective legal solutions tailored to meet the unique needs of each individual or business we represent. Trust White Law to handle your legal matters with professionalism, integrity, and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
2200 Sand Hill Rd #220, Menlo Park, CA 94025, United States -
Flicker, Kerin, Kruger & Bissada LLP
● ClosedFlicker, Kerin, Kruger & Bissada LLP is a prestigious law firm located at 120 Santa Margarita Avenue in Menlo Park, California, United States. With a team of experienced and dedicated attorneys, they specialize in providing top-notch legal services in various areas of law. Whether you are in need of assistance with business law, real estate transactions, estate planning, or family law matters, the professionals at Flicker, Kerin, Kruger & Bissada LLP are here to help. Their commitment to excellence and client satisfaction sets them apart as a trusted and reliable legal resource in the Menlo Park community.
120 Santa Margarita Ave B, Menlo Park, CA 94025, United States -
Law Office of Nanette S. Stringer
● ClosedThe Law Office of Nanette S. Stringer is a trusted legal institution located at 800 Oak Grove Avenue in Menlo Park, California. Specializing in various areas of law, including family law, estate planning, and business law, Attorney Nanette S. Stringer provides expert legal guidance and representation to clients in the Menlo Park area. With a commitment to personalized service and achieving the best possible outcomes for her clients, Attorney Stringer is dedicated to providing top-notch legal assistance. Contact the Law Office of Nanette S. Stringer today for all your legal needs.
800 Oak Grove Ave Suite 250, Menlo Park, CA 94025, United States -
Holman Law
● ClosedHolman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
873 Santa Cruz Ave # 202, Menlo Park, CA 94025, United States -
Ach David L
● OpenAch David L is a reputable law firm located at 1100 Alma Street in Menlo Park, California. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Ach David L is a trusted institution in the legal community. Whether you are in need of assistance with a personal injury case, business litigation, or estate planning, you can rely on the professionals at Ach David L to provide you with top-notch legal services.
1100 Alma St STE 210, Menlo Park, CA 94025, United States -
Sundholm Carl A
● OpenSundholm Carl A is a reputable law firm located at 750 Menlo Avenue in Menlo Park, California, United States. Specializing in various legal services, the institution is known for its expertise in handling a wide range of legal matters. With a team of experienced lawyers, Sundholm Carl A is dedicated to providing high-quality legal representation and personalized solutions to meet the needs of its clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, you can trust Sundholm Carl A to provide you with the legal guidance and support you need. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.
750 Menlo Ave # 100, Menlo Park, CA 94025, United States -
Cashman Law
● ClosedCashman Law is a reputable law firm located at 3705 Haven Avenue, Menlo Park, California, United States. Specializing in legacy planning, asset protection, and resolving family and business disputes, our firm is dedicated to adding value to our clients' lives. We strive to provide practical advice at a reasonable price, ensuring that our clients receive a significant return on their investments in our legal services. With a focus on leveraging technology to work efficiently and effectively, we aim to minimize billable hours and disruptions to our clients' daily lives and businesses. Our personalized approach to legal services ensures that we address each client's specific needs, whether it be in business planning, litigation, or trust administration.
3705 Haven Ave Suite 136, Menlo Park, CA 94025, United States -
Bill Cohen - State Farm Insurance Agent
● ClosedBill Cohen - State Farm Insurance Agent is a trusted insurance agency located at 325 Sharon Park Drive in Menlo Park, California. With over 200 years of combined office experience, the team is dedicated to helping clients with their Auto, Home, and Life insurance needs throughout California. Serving areas such as Menlo Park, Atherton, Stanford, Palo Alto, Woodside, and Red City, the agency offers comprehensive insurance reviews to ensure that coverages align with individual needs and preferences. The team's mission is to help clients manage risks, recover from unexpected events, and achieve their dreams. Services include auto insurance, homeowners’ insurance, life insurance, business insurance, and more. The office manager conducts complementary insurance reviews, while other team members specialize in providing fast quotes, comprehensive policy bundling, and personalized service. Whether you need auto insurance, renters insurance, or estate planning assistance, the team at Bill Cohen - State Farm Insurance Agent is here to help you navigate the world of insurance with professionalism and care.
325 Sharon Park Dr b2, Menlo Park, CA 94025, United States -
Law Offices of John C. Martin, P.C.
● ClosedThe Law Offices of John C. Martin, P.C. is a trusted institution located at 636 Middlefield Road in Palo Alto, California. Led by John C. Martin, Esq., who is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, our firm offers expert guidance in various areas of estate planning. Whether you need assistance with establishing living trusts, transferring wealth to the next generation, protecting beneficiaries, or handling trust and estate litigation matters, we are here to help. Our diverse clientele includes families, married couples, business owners, individuals with charitable goals, high risk professionals, and more. From our convenient location in Palo Alto, we serve clients throughout the Silicon Valley and San Francisco Bay Area. In addition, we regularly provide updates and insights on estate planning in the Silicon Valley Estate Planning Journal.
636 Middlefield Rd, Palo Alto, CA 94301, United States -
Kohler Legacy Law Group
● OpenKohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
300 3rd St, Los Altos, CA 94022, United States -
Michael Cashman
● ClosedMichael Cashman is a reputable institution located at 3705 Haven Avenue in Menlo Park, California, United States. Specializing in legacy planning, asset protection, and resolving family and business disputes, Michael Cashman offers practical advice at a reasonable price to add value to every transaction. Leveraging technology to work efficiently, the institution aims for less billable hours and more personalized service tailored to each client's specific legal needs. Whether it's business planning, litigation, or trust administration, Michael Cashman works with the end goal in mind to outline steps to achieve the desired objectives. Clients have praised Michael Cashman for his exceptional legal services, with one business owner commending his strategic approach in a complex contract dispute case. Another client expressed gratitude for Michael's responsiveness and relentless efforts in settling a family estate dispute, leading to a successful trial outcome. With a reputation for excellence and client satisfaction, Michael Cashman is not only a trusted legal advisor but also a supportive friend to those he serves.
3705 Haven Ave Suite 136, Menlo Park, CA 94025, United States -
Jackson Capital Group - Morgan Stanley
● OpenJackson Capital Group - Morgan Stanley is a renowned finance institution located at 2725 Sand Hill Road in Menlo Park, California. As a part of the prestigious Morgan Stanley network, they offer a wide range of financial services including investment management, wealth planning, and advisory services. With a team of experienced professionals and a commitment to excellence, Jackson Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, you can trust Jackson Capital Group - Morgan Stanley to provide expert guidance and personalized solutions to meet your unique needs.
2725 Sand Hill Rd Suite 100, Menlo Park, CA 94025, United States -
Brighton Jones
● ClosedBrighton Jones is a finance and legal institution located at 1300 El Camino Real in Menlo Park, California. Our team of financial advisors and CPAs in Silicon Valley specialize in full-service planning and strategy, creating personalized financial plans tailored to your specific needs. With a fiduciary responsibility to individuals and families, we offer a comprehensive approach to wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate. Our services also extend to financial planning for business owners and multi-generational family wealth. As a community-minded firm, we are actively involved in altruistic ventures, supporting organizations such as Register Her and Malawi Children’s Mission. Our clients appreciate our family-oriented approach to client relationships, as we prioritize their best interests above all else.
1300 El Camino Real Suite 100, Menlo Park, CA 94025, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States
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