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Estate Planning

A Team Approach to Planning Your Estate

Kimball, Tirey & St. John, LLP of Northern California Business & Real Estate Group - Serving the East Bay Area

The core of the firm's practice is its expertise in estate planning and tax issues. Kimball, Tirey & St. John, LLP of Northern California Business & Real Estate Group , has been selected by tax professionals and numerous charitable organizations as the referral firm of choice for clients and donors. The firm has planned the estates of a number of law school professors and I.R.S. agents!

Everyone needs to plan for death or disability. Wills, trusts, and powers of attorney are the foundation of successfully caring for ourselves, or loved ones, and future generations. All firm clients meet with an attorney to review their personal situation and to devise an appropriate estate planning strategy. The firm's expertise extends beyond traditional wills and living trusts. Clients and charities have used the firm to create estate plans utilizing:

* Wills and Living Trusts for Singles, Married Persons, and Unmarried Partners

* Durable Powers of Attorney for Health and Financial Decisions

* Charitable Gift and Estate Planning

* Asset Protection Plans

* Gift Trusts (Crummey Trusts)

* Insurance Trusts

* Grantor-Retained Interest Trusts

* Qualified Personal Residence Trusts

* Special Needs Trusts (Medi-Cal Trusts)

* Spendthrift Trusts

 * Premarital Agreements

 * Family Limited Partnerships

The attorneys at Kimball, Tirey & St. John, LLP of Northern California Business & Real Estate Group , believe that, given time and careful planning, no estate should suffer a loss from needless estate taxes or probate fees. For more information, contact our office. Also feel free to read our Frequently Asked Questions page for answers to common questions about estate planning and other areas of law.

If you would like to schedule your intial free estate planning consultation, please call our tollfree number (866) 906-1880.  You may also click below to obtain our short consultation questionnaire in preparation of your meeting with an attorney.

Please click here for a single person's questionnaire. EP Single Questionnaire.  Please click here for married persons questionnaire. EP Married Questionnaire.

Contact Us via email so that we can schedule an appointment with you and an attorney. You may also wish to download a short questionnarie to bring with you to your appointment.

pleasant Hill

3478 Buskirk Avenue
Suite 330
Pleasant Hill, CA 94523
Tel. (866) 906-1880
Fax (925) 937-5634

Fairfield

California Business Center
1652 West Texas Street
Suite 123
Fairfield, CA 94533
Tel. (866) 906-1880
Fax (925) 937-5634

San Mateo

Pacific Business Center
1900 South Norfolk Street
San Mateo, CA 94403
Tel. (866) 906-1880
Fax (925) 937-5634