Since Linda was admitted to the California Bar in 1985, Linda has focused her practice on all areas related to estate planning and family wealth transfers, including:
- Preparation of revocable trusts, irrevocable trusts and wills
- Asset management and planning for the client’s disability or incapacity
- Planning and asset management for young beneficiaries
- Planning for beneficiaries who are disabled or have other “special needs”
- Planning for retirement benefits and insurance
- Federal estate tax, gift tax and generation-skipping transfer tax planning
- Asset management and estate and gift tax planning through the use of limited liability companies, family limited partnership and other entities
- Sophisticated trusts for complex estate, gift and income tax matters, such as grantor retained annuity trusts and unitrusts, defective grantor trusts, qualified personal residence trusts, and charitable remainder or lead trusts
- Trusts and estate planning for non-citizens, including qualified domestic trusts
- Income tax planning for trusts and estates
- Consultation on the preparation of estate tax and gift tax returns
- Consultation on the preparation of trust and estate income tax returns
- Charitable giving techniques (including the formation of charitable foundations)
Estate planning, done properly, is a very personal legal service. The first step in estate planning is to listen to the client to understand the client’s personal situation, concerns and goals. These concerns and goals may include planning for the client’s own incapacity or disability, special concerns for their beneficiaries, estate tax and gift tax planning, asset protection and charitable interests. Linda draws on over twenty-seven years of experience, both in the estate planning phase and in estate administration / implementation phase, to assist clients as they make decisions on how to address their own unique estate planning concerns.
In addition, Linda works very hard to explain relevant estate planning concepts and techniques and how these concepts and techniques may apply to the client’s unique situation. Linda’s approach is that the client should have more than just a “set of documents”. The client should have the confidence and peace of mind that their estate plan has been crafted to achieve their personal needs and goals, with the lowest tax and administrative expenses possible.