PRACTICE AREAS

Our firm practices in many complimentary areas designed to protect every type of family and small to medium sized business; including family owned businesses, farms and wineries. 

ESTATE & INCAPACITY PLANNING

For families & individuals: Living Trusts, Pour-Over Wills, Advance Healthcare Directives, Durable Powers of Attorney, Real Estate Transfers, Trust Funding

TRUST ADMINISTRATION

Advisement for private trustees

PET & FARM PLANNING

Trusts for fur babies, Succession Planning for Farms

Guardianship planning for minor or disabled persons

GUARDIANSHIP
PLANNING
CHARITABLE GIVING

Estate & Tax Planning, Charitable Remainder Trusts, Retained Life Estates

BUSINESS & REAL ESTATE 

Incorporation, Limited Liability Company, Partnership, Succession Planning, Buy-Out Planning, Key Employee Planning, Powers of Attorney

COMPLEX PLANNING

Special Needs Trusts, Irrevocable Life Insurance Trusts

TESTIMONIALS

"Jonelle helped us many years ago with our very first estate plan.   She walked us through the process and answered all of our questions.  She continues to guide us to this day with any updates we need.  We highly recommend her."

-Christina & Tony

Stockton, California


“I'm a testimonial. Click to edit me and add text that says something nice about you and your services.”

Samantha Jones, Project Manager

Office located in Stockton, CA

Mailing Address:  PO Box 693266, Stockton, CA 95269

 

Call

T: 916.524.5344

F: 888.834.3716 

Office hours Monday - Friday

9am-4pm evenings by appointment

 

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