Table of Contents

  • Introduction 1
  • Key Criteria, What to Avoid 2
  • How It Works (3 Steps) 4
  • Weighing the Cost 6
  • 6-Point Checklist 7
  • 4 Real World Examples 8
  • 15 Common Questions 11
  • Getting Started 14
  • About Janet Brewer 15
  • Additional Resources 17

Serving the Bay Area

Law Office of Janet L. Brewer
2501 Park Boulevard Suite 100
Palo Alto, CA 94306

palo alto estate planning    (650) 325-8276
palo alto estate planning    (650) 325-8296
palo alto estate planning   Email

Serving Palo Alto, Atherton, Portola Valley, Woodside, Los Altos, Mountain View, Sunnyvale, Menlo Park, Redwood City, Belmont, San Carlos, San Mateo, Burlingame, Santa Clara, Cupertino, Saratoga, Los Gatos, Campbell, San Jose, and all of Santa Clara County, San Mateo County, Alameda County, San Francisco County, Santa Cruz County, and Silicon Valley.

Compare Bay Area Estate Planning Attorneys: 6 Point Checklist, 4 Examples, 15 FAQs, Typical Fees, and More

A Guide to Choosing Your Bay Area Estate Planning Attorney: Expert Tips + A Checklist To Narrow Your Choices is a 17 page guide packed with expert tips, a checklist, and examples like:

bay area estate planning attorneyBarry is an entrepreneur in his 50s. He holds a green card and owns real estate, stock, cars and antiques in the U.S. He also has assets in South America and Europe. Learn how a good estate planning attorney can help Barry minimize estate, capital gains, and property taxes.

bay area estate planning attorneySanjay and Ling are foreign nationals whose children were born in the U.S. They want to make sure their two young children are cared for if anything bad happened. See how an experienced estate planning attorney can help them update their plan as their family -- and finances -- grow.

bay area estate planning attorneyEdna wants all four of her children to share equally in her estate. But she wants her son to have the $7 million family home. An experienced estate planning attorney will recognize some of the pitfalls in that scenario, such as the financial burden of taking over the mortgage and property taxes.

bay area estate planning attorneyBill is a successful Palo Alto business owner ready to retire but lacking an exit strategy. He needs an attorney experienced in formulating personalized business exit plans and estate plans for Bay Area business owners.

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About the author

Janet Brewer has practiced California estate, gift-planning, and probate law exclusively since 1991. Her credentials include:

  • Certified as a Specialist in Estate Planning and Probate Law by the CA State Bar Board of Legal Specialization
  • Masters of Laws in Taxation (LLM-Tax), Golden Gate University
  • MBA, Golden Gate University
  • JD, University of Denver Law
  • Member, State Bar of California
  • Member, Colorado Bar Association
  • Executive Committee, Solo & Small Firm Section, California State Bar
  • Avvo Rating: 10.0/10 (Superb)
  • Northern California SuperLawyers, 2010, 2009, 2008, 2007
  • Member, STEP
  • Founding Member, WealthCounsel

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