Wills, Trusts & Estates

I enjoy serving all types of clients: single clients, married couples, families with children, same sex couples and domestic partnership couples, clients that want to provide for charities, and clients with special needs. I have clients ranging from 40 million in net assets to 100K in assets. I also have a fair amount of divorcing clients who have special needs during the interim period of separation and final divorce. We offer a special "parents with children" estate planning package which includes MUST HAVE guardianship documents.

Wills, Trusts & Estates

• Nolo Document Review
• Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

Banking & Loans

• Credit Unions
• Savings & Thrifts

Insurance

• Annuities
• Life Insurance

Securities & Investments

• Capital Markets
• Commodities
• Foreign Investment

Taxes

• Estate Taxes & Gift Taxes
• Income Taxes
• IRS Disputes
• IRS Filing & Compliance
• Negotiating IRS Payments & Settlements
• Power of Attorney
• Property Taxes
• Tax Planning

Estate Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Asset Protection
• Guardianship
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

CA, Dec 2000
Bar Number: 209127

I am admitted to both State and Federal Courts in California.

Wealth Counsel, Southern California Institute, Advisor's Forum, San Mateo County Bar Association, Palo Alto Bar Association, Young Tax Lawyers of the State Bar of California, Silicon Valley Bar Association, ARAG Legal Plan, Hyatt Legal Plans.

I attend continuing education programs with a focus on estate planning, trust administration and probate on a regular basis and always exceed the required amount of continuing education.

Yes. I currently have two publications. I co-authored a chapter called "Power of Attorney and Health Care Directives: Overview and International Considerations" in CEB's (Continuing Education of the Bar) California Powers of Attorney and Health Care Directives. It describes the importance of durable power of attorney and advanced health care directives, which is an integral part of estate planning in preparing for the client's incapacity. Also, I authored a chapter called "Types of Wills" describing the requirements of a will and the different types of wills that one can create in his or her lifetime in Wealth Counsel's Estate Planning Strategies: Collective Wisdom Proven Techniques.

My typical estate planning engagements provide for an initial consultation (30 min) and design meeting (1 to 3 hours); and a signing ceremony (1 hour). The following are the four tenets to my design meetings:
1. Inform clients on estate and tax planning advantages, i.e. Community Property v. Separate Property
2. Identify client's personal and family goals
3. Integrate clients' vision into estate planning documents
4. Ignite excitement for proactive planning

These tenets will help me design a plan that is perfect for you and your family. We will spend time on what you envision for the future, including how your assets will pass to your designated loved ones and who will manage your assets for them. I can discuss everything, from guardian and trustee instructions, to incapacity provisions and business succession strategies.

Approximately four to six weeks after your Design Meeting, I will meet with you to review the completed estate planning documents. In this meeting, my goal is for you to feel comfortable with your documents. At the end of this meeting, you will formally sign your estate planning documents.

Thereafter, I will provide you with:

1. An original copy of your estate planning documents
2. A copy of your estate planning documents on a compact disc

1

California

Estate Planning is a proactive process that begins with my client's life and continues after my client's death. My commitment is to my client and his or her family. I will provide my client with the same vigor and standard of care I provide for my own family and friends. This is my mission.

My solo practice was formed in September of 2006 and our offices are located in mid-town Palo Alto, and Downtown San Francisco.

I practiced as an associate trusts and estates attorney at a prestigious Palo Alto law firm and I clerked for the California Superior Court in Alameda County for the Probate Department. I also worked for Andersen and for Ernst & Young's Personal Financial Consulting Group. My interest in residential real estate led me to become a licensed real estate broker.

(650) 897-9800

Monday through Friday
9:00 a.m. to 5:30 p.m.

However, afterhours appointments and weekend appointments are also available, 7:30 a.m. to 6:30 p.m.

Yes

German, Serbian

My typical fee for an estate plan preparation for a single person ranges from $1,600 to $5,000 and for married couples from $2,600 to $7,000. However, each client is unique and the price structure is based on the particular needs of the client, as such it is very difficult to fee schedule without knowing the specific details of the client's needs and goals.

$300.

Nolo Document Review: $300 per hour.

If so, for how long; if not, what do you charge: A free consultation is available and will customarily last one hour.

For estate planning, typically it is one-half of the project fee at the time of engagement and remainder at signing of the documents; for trust administrations, it is a typical retainer of $7,500.