Our practice areas
Planning for Life. Guidance for What Comes Next.
Explore estate planning, trust and probate services shaped around your family, property and responsibilities.
Start with the question you need answered.
Whether you are creating a plan, taking over a trust or managing an estate, choose the service that matches your next decision.
Planning ahead
For individuals, couples, families and owners deciding what should happen — and who should decide — if they can’t.
- Estate Planning Plan for your care, decision-makers and the transfer of your property.
- Living Trusts Create or review instructions for managing and passing on trust property.
- Asset Protection Review lawful planning tools for personal and business risks.
- Tax Planning Consider tax questions alongside personal, business and retirement decisions.
- Estate Tax Planning Review potential tax exposure and planning choices for your estate.
- Business Succession Prepare ownership and leadership transitions that fit your wider estate plan.
After a death
For trustees, executors and heirs carrying out a plan, or settling an estate without one.
When someone needs protection
For families caring for an adult who can no longer manage alone, or for a minor child.
Find it near you
Services by community.
| Service | Truckee | Tahoe City | Kings Beach | Homewood | Sierraville | Verdi |
|---|---|---|---|---|---|---|
| Estate Planning | ||||||
| Living Trusts | · | · | ||||
| Trust Administration | · | |||||
| Probate | · | · | ||||
| Tax Planning | · |
Arrows open a page written for that community. Don’t see yours? Elaine serves clients throughout the Lake Tahoe region, the Northern Sierra, Sacramento and the Central Valley, and the Bay Area — call to ask.
Direct guidance from a Certified Specialist — from the trust you sign to the trustee who carries it out.
About ElaineFrequently asked questions
Questions clients ask about this work.
Straight answers to start with. Bring your own documents and circumstances to a free consultation for advice that fits.
All frequently asked questionsHow do I know which service I need?
Describe what prompted you to reach out: a new plan, a change in the family, a death, a business transition or a trustee responsibility. The firm can help identify the relevant next conversation.
Are estate planning and probate the same thing?
Estate planning prepares for future decisions and transfers. Probate concerns administering property after a death through a court process when required.
Can one matter involve several practice areas?
Yes. A family business, property transfer or trust may raise planning, administration and tax questions that should be considered together.
Can you review documents another attorney prepared?
Bring the complete documents and a list of changes or concerns. The firm can discuss a review and any further work your circumstances may require.
What should I bring to an initial consultation?
Existing documents, a general asset list and your main questions are helpful. Ask the office what it recommends for the particular type of matter.
Start with one clear conversation.
Bring your questions, your documents and the decisions you want help with. The first consultation is free.