Legal Solutions for You,
Your Family & Your Business
Kevin Taheny
Law Offices of Kevin Taheny
700 S Claremont Street
Suite 101
San Mateo, CA 94402
Phone: (650) 345-4000 | Fax: (650) 349-1000
http://lawkat.com
Wills, Trusts & Estate Planning by Experienced Attorney
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
I prefer clients who want me to create effective estate plans to efficiently carry out their wishes and protect their property. My goal is provide them the highest level of professional counseling. I have represented many clients regarding trusts, wills, powers, and probate matters and I am also available to consult with clients who want to represent themselves. If you have questions about my services, please call my office to schedule a free consultation.
Sub-Categories
Wills, Trusts & Estates
- Nolo Document Review
- Charitable Giving
- Charitable Trusts
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Probate
Bar Admissions
CA, Nov 1979
Bar Number: 88146
Other Court Admissions
All California State and Federal courts; USCA for the Federal Circuit, Washington, D.C.
Association Memberships
San Mateo and California State Bar Associations
Continuing Education
I have completed all continuing legal education requirements and have had additional education in estate planning and family law.
Papers and Publications
1987 contributor to the "Docket," the San Mateo Bar Association magazine.
Example Cases
I prepared a revocable living trust for a married couple, who both have children from previous marriages as well as from their current marriage. Each was able, in the event that he or she is the first to die, to divide the assets among the various children in a manner different from that selected by the other and still takes full advantage of the federal estate tax marital deduction and the unified credit against federal estate and gift taxes to reduce death taxes.
Education
Degree:
Bachelor of Science in Business & Economics
School:
University of San Francisco
City:
San Francisco
State:
CA
Year:
1972
Honors:
1971 Dean's List
Focus and Accomplishments:
1974 College of Business Student Representative, 1971 Member College of Business Student/Faculty Meetings, 1969 Special Events Committee (S.E.C.) , 1969 Second Prize "Business & Society" Exhibition.
Degree:
Juris Doctor
School:
Lincoln University School of Law
City:
San Francisco
State:
CA
Year:
1979
Honors:
Law Review, 1976
Focus and Accomplishments:
1978 Contributor: Amicus Curiae,
1978 Contributing Editor: Amicus Curiae; Elected Fourth Year Class Representative; Student Bar Association Award of Honor; Candidate, Honor Society.
Number of Attorneys
1
State Licensed In
California
Firm Focus and History
In addition to trust, will and estate planning, I represent individuals, and families regarding guardianship and conservatorship, probate, personal injury, family law, corporate matters, real estate, landlord and tenant, business formation, buying and selling of businesses, general business law and litigation, and wrongful death law.
Previous Employment Summary
I worked with Muth, Zanzinger & Johnston in San Mateo County from 1980 and thereafter with J. William Muth (deceased). In 1999, I became a solo practitioner.
Activities and Awards
I devote time to pro bono activities for which I have received recognition from the state and local bar associations and others.
What is your opinion regarding clients educating themselves on legal issues?
I favor clients educating themselves as much as possible because it helps me assist them to understand the laws that affect their rights.
Are you willing to review documents prepared by clients?
I will review documents that are prepared by clients. However, unless only minor changes are required, it is often more cost effective to redraft them for the client.
Are you willing to coach clients who want to represent themselves?
I am willing and have counseled many clients who want to represent themselves in my practice areas.
Why did you decide to be a lawyer?
I found law interesting because it is so practical and wanted the opportunity to help people.
What work experience and education helps you be a better lawyer?
My business degree helps me with business clients and almost 27 years of experience helps me in all my practice areas.
Why did you decide on your primary area of practice?
I became a general practitioner which means that I do not specialize in any one area but concentrate on areas that affect most individuals, families and small businesses. I enjoy the variety of general practice which enables my clients to have one source for their legal needs.
What do you like best about your career?
Meeting and helping people.
Tell us about your law firm:
I am a sole practitioner and work in an office with another lawyer and have a part time assistant.
What are your strengths and style?
I enjoy meeting with clients and try to put my clients at ease. I encourage my clients to call me with their questions and I enjoy trying to assist them. I have gained a broad experience in many areas of the law over 27 years.
Professional and friendly.
Personal Interests:
Reading, skiing, travel, and mountain biking with my sons.
Office Manager/Assistant
Evie
Fax
(650) 349-1000
Office Hours
9:00 a.m. to 5:00 p.m. M-F, evenings and weekends by appointment.
Emergency After Hours
Yes
Foreign Languages
None
Fixed-Price Services and Fees
Living Trust (to avoid probate not estate taxes), Pour-over Will(s), Powers of Attorney(s) for healthcare (Statutory Advance Directive(s)) and for property and related documents for an individual or couple are $900 plus $100 for each real property parcel plus recording and notary fees and includes two office conferences; one conference is to make sure that this type of trust is appropriate and the second conference is for finalizing the documents.
WillMaker Document Review: 20 minute initial review and $300 per hour thereafter.
Hourly Rates
$300
Free Initial Consultation?
1/2 hour free consultation.
Typical Retainer
$500 to $3,000 depending on their estate needs.
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the applicable bar associations upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.
