Estate Planning

Protecting California Legacies

Archer Norris assists married couples, domestic partners, single clients and extended families in designing personalized estate plans for the management and distribution of their assets. Our experience includes advising on holdings in real estate, marketable securities, retirement plans and closely held business interests and professional corporations.

Scope of Estate Planning Services

When working with clients and their families, we provide counsel on wealth management techniques, as well as the preparation of appropriate documentation. Our full spectrum of estate planning services includes:

  • Advance Health Care Directives
  • Business succession planning
  • Charitable Remainder Trusts
  • Durable Powers of Attorney
  • Family Limited Partnerships
  • Limited Liability Companies (LLCs)
  • Gifting strategies
  • Pour-over Wills
  • Property Agreements
  • Revocable Intervivos Trusts (Living Trusts)
  • Irrevocable Trusts
  • Special Needs Trusts
  • Assignment of Assets
  • Educational Trusts
  • Qualified Personal Residence Trusts
  • Wills for individuals, spouses and partners
Focus on Maximizing Wealth and Realizing Client Goals

We have nearly 35 years of experience in a broad range of estate planning strategies. Archer Norris educates and informs clients on a variety of planning options. This counsel avoids problems of asset management in the event of incapacity, reduces unnecessary estate and income taxation, and often eliminates costly and protracted probate proceedings in the Superior Court. Our goal is to help clients pass the maximum amount of wealth to intended beneficiaries, while maintaining asset protection, privacy and financial stability.

Name Title Phone Email V-card
Ficenec, James Partner 925.930.6600 vcard
Molinelli, Jasun Partner 925.930.6600 vcard
Peiser, J. Virginia Of Counsel 925.930.6600 vcard