Estate & Trusts

The attorneys at Jacobs Law Group SF provide comprehensive trust & estate, and business planning services uniquely tailored for individuals, entrepreneurs, and families of all sizes residing throughout California. We draft a variety of complex Irrevocable, Charitable, and other variations of Trusts for high net worth clients who are interested in taking advantage of additional wealth preservation, asset protection, and advanced estate, gift, and income tax planning strategies. We also offer the drafting of Durable Powers of Attorney, Advance Health Care Directives, HIPAA Authorizations, and other associated documents to make sure that any unforeseen events in a client's life can be managed and planned for as much as possible, and that safeguards are put place so that a client's business and personal interests won't be sidetracked and their family's assets will remain secure.

We draft Revocable Living Trusts and Pour-Over Wills for inheritance planning, to effectively plan for estate tax, for business succession purposes, and to avoid the expensive and lengthy Probate court process.

We also have a record of successful representation of clients in Probate courts throughout California, including effective Trust & Estate Administration, establishment of Special Needs Trusts & Conservatorships, Probate Litigation involving Estates & Trusts, and other various Probate court matters. In the context of Probate Litigation, we seek to successfully resolve cases if possible through effective settlement negotiation or mediation, and we work with all parties involved to develop cost effective solutions to avoid litigation, wherever possible, while always being prepared for trial.