We are a multi-service law firm that is devoted to helping families and businesses reach and maintain their goals. We pride ourselves on experience, values and knowledge.
At Vaksman Khalfin, we have devoted our careers to wealth transfer and preservation through proactive planning, including all aspects of trust and estate planning, sophisticated tax planning, asset protection, general corporate representation and business planning strategies. Serving California, Nevada, New York and Oregon we are a regional law firm with a national client base. Utilizing our extensive knowledge of taxes, money, law and business, we dedicate all our energy to provide Comprehensive Solutions for your Family and Business.
875 Mahler Road
Burlingame CA 94010
$495.00 Living Trust Estate Plans
10161 Park Run Drive
New York Office
54 Warren Street
By taking the time to understand your needs, we will help secure the best quality of life today, the highest standard of care tomorrow and the greatest benefits for your loved ones in the future.
We employ a holistic, counseling-based approach in order to design the right plan that fits your unique needs. Using innovative solutions and our deep knowledge of advanced strategies, we have developed a systematic process that is both practical and client-friendly.
Our founder, Robert Vaksman, is among a small group of our country's most distinguished tax and business law practitioners, having graduated New York University School of Law's pre-eminent Graduate Tax Program (ranked #1), as well as New York University Stern School of Business (ranked #3).
He was a Financial Advisor for several years with one of the premier Wall Street brokerage houses; was a member of WealthCounsel (a collaborative network of more than 1,700 Estate Planning practitioners throughout all fifty states), co-authored a book entitled, "Estate Planning Strategies. Collective Wisdom. Proven Techniques", and frequently teaches Attorneys, CPAs, Financial Advisors and Insurance Professionals the importance and techniques of optimal holistic planning strategies for clients.
Simply stated, we have a process.
We will work with you to explore your values and counsel you on questions important to you and your family. Designing a client-centered plan requires us to pinpoint your objectived and then synthetize our knowledge of you and your family with the broadest array of planning tools available.
We bring distinction to the process with original, innovative solutions, deep knowledge of advanced strategies, and our unique ability to present the plan in a systematic, practical and client-friendly way.
3. Agree & Implement
While designing a plan calls on creative skills, implementing the plan relies entirely on string management skills. By providing leadership, teamwork and strategy-specific process, our goal is to complete the work within a defined time-frame and have a client that is so satisfied they can't resist telling others.
Law, health, family and financial changes can require the planning to be revised from time to time. Our clients can rest easier knowing they're protected by our Maintenance Plan. We are interested in creating a relationship with our clients, rather than a "business transaction", and the Maintenance Plan allows our team to fully understand your unique needs on an ongoing basis.
Years of experience and dedication to Estate Planning + VERY reasonable, flat fees.
Alan D. Khalfin, Esq. is a transactional attorney with vast experience in law and strategy across a wide range of fields, including technology, estate planning, asset protection, finance, media, and energy. He is licensed to practice law in California.
Mr. Khalfin takes pride in providing companies and individuals with top-notch legal expertise and strategic planning that is both thorough and practical. As part of his practice, he has negotiated hundreds of agreements for clients and has overseen numerous complex international transactions.
Mr. Khalfin was named a 2013 Super Lawyers Rising Star and is a member of the Bar Association of San Francisco's Estate Planning and Business Law Panels and the San Mateo County Bar Association's Business Law Panel.
Mr. Khalfin received his Juris Doctor from Santa Clara University School of Law and is a graduate of the Cornell Law School Institute of International and Comparative Law. He has received several CALI Awards for Excellence in Law and holds a B.A. form the University of California, Los Angeles (UCLA).
Mr. Khalfin is married to Rita Khalfin and lives in San Francisco. In addition to his legal practice, he serves on the Board of Directors of several technology startups in the Silicon Valley.
Bar Number: 260766
Santa Clara University School of Law