Estate planning and trust administration in Palo Alto, CA
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McDowall Cotter
● ClosedMcDowall Cotter is a prestigious institution located at 2070 Pioneer Court in San Mateo, California, United States. Specializing in estate planning, trust administration, probate, and litigation, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. In addition to our core areas of expertise, we also offer business counseling, wealth preservation, dispute resolution, litigation, and appeals services. Our diverse client base includes small to mid-sized businesses, enterprise corporations, government entities, families, and individuals.
2070 Pioneer Ct, San Mateo, CA 94403, United States -
Kramer Radin, LLP
● ClosedKramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.
280 2nd St #100, Los Altos, CA 94022, United States -
Law Offices of Hanlen J. Chang
● ClosedThe Law Offices of Hanlen J. Chang, located at 388 Market Street in San Francisco, California, offers a wide range of services in accounting, finance, and law. Specializing in estate planning, business and real estate transactions, the firm provides advanced services for businesses, investors, and individuals. Services include trusts, trust administration, international estates, real property and business succession planning. The firm also offers business counsel, business formation for LLCs and corporations, contract drafting, debt instruments, and real estate ownership transfer to business entities. Additional services include tax planning, real estate remedies, and tax structuring for international investors. With main office and mailing address in San Francisco, the firm also has satellite offices in Palo Alto and San Jose for appointments.
388 Market St #920, San Francisco, CA 94111, United States -
Cookman Law
● ClosedCookman Law is a reputable institution located at 2100 Geng Road in Palo Alto, California, United States. Specializing in estate planning, the institution boasts a team of skilled lawyers who are dedicated to providing bespoke services tailored to each client's unique needs. With a focus on families with special needs individuals and complex family situations, Cookman Law offers expertise in customizing trusts to address the challenges that may arise. The institution prides itself on continuing its services through probate and trust administration, ensuring that clients' wishes are upheld with integrity. Whether you are starting a family, planning for retirement, or securing long-term stability for your children, Cookman Law's experienced attorneys guide you through every step of the estate planning process.
2100 Geng Rd Suite 210, Palo Alto, CA 94303, United States -
Mc Dowall Cotter
● OpenMc Dowall Cotter is a prestigious law firm located at 800 West El Camino Real in Mountain View, California. Specializing in estate planning, trust administration, probate, and litigation, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Join us for a memorial service and reception in honor of Will McDowall on Thursday, March 7, 2024, at 11 AM at Alta Mesa Memorial Park in Palo Alto. Please RSVP to Denise Taylor at dtaylor@taylordemarco.com if you plan to attend the reception.
800 W El Camino Real STE 180, Mountain View, CA 94040, 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 -
Compass Legal
● OpenCompass Legal, located at 125 University Avenue in Palo Alto, California, is a trusted institution specializing in estate planning, trust administration, and probate services. With a focus on providing personalized and comprehensive legal solutions, Compass Legal helps clients navigate the complexities of estate management with confidence and peace of mind. Our experienced team is dedicated to guiding individuals and families through the process of creating and executing effective estate plans, ensuring their assets are protected and their wishes are carried out. At Compass Legal, we believe in facing challenges head-on and empowering our clients to make informed decisions for their future. Trust us to provide the guidance and support you need for all your estate planning needs.
125 University Ave Ste. 125, Palo Alto, CA 94301, United States -
Bank of America Private Client Advisor Linh Nguyen
● OpenBank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.
3075 Hansen Way, Palo Alto, CA 94304, United States
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