Law firm specializing in elder law, estate planning, special needs, conservatorship, trusts and estates, Medi-Cal planning, litigation, and business law.
When Jeanne Gale (then Jeanne Tunison-Campbell) founded our firm almost 20 years ago, she concentrated in the areas of estate and business planning. Today, we continue to be recognized for our sophisticated estate planning and probate practice for both individual and family business clients.
Each of our attorneys is skilled in estate planning disciplines, including the drafting of wills, trusts and other estate planning instruments; charitable planning; the administration of probate estates and trusts; business succession planning; and the representation of clients in court. We can help you to form and administer specialized trusts like charitable trusts, special needs trusts, QTIP Trusts, and irrevocable life insurance trusts. In addition, we assist in planning for unique assets, such as closely-held businesses, partnerships, real estate, art, and life insurance.
Each member of our professional team is able to provide our clients with a full range of planning services, extending beyond financial issues to address the personal concerns important to clients and their families. Our clients find peace of mind and confidence because their relationships with us are based on mutual trust. We explain the financial and family ramifications of planning options, and then work with our client to develop the best plan to provide for their loved ones’ welfare and the disposition or continuation of their wealth.
Our approach to estate planning is to establish and maintain close personal contact with each of our clients. This enables us to develop unique estate plans that provide for their particular family and business needs.
