Top Trusts Lawyers in San Carlos | 3 available

Firm: Law Office of Marisa Nelson, PC

1300 Industrial Road , San Carlos , California 94070

Practice Areas: Estate Planning, Probate, Trusts

We guide our clients through the creation and implementation of comprehensive wills and trusts so that you can provide for your treasured people, pets, and charities with confidence and ease.. We offer full service estate planning as well as DIY options. We focus solely on non-taxable estates (less than ~ $12.9 million per person as of 2023).. We believe that pets are an important part of our families and should be included in estate planning, in order to reduce the risk that pets will end up in shelters or worse. The best person to provide a home to your pets is not necesarily the same person you would choose to manage your finances.. Check out the FAQs on our website, follow us on social media, or schedule a call or zoom at to learn more. We look forward to hearing from you.

Firm: Bay Wealth Legal Group LLP

909 Laurel Street , San Carlos , California 94070

Practice Areas: Estate Planning, Probate , Tax Planning, Trusts

Quynh is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California, and was selected as a Northern California Super Lawyer in 2014 and 2015. Quynh counsels executives, professionals, business owners, families and individuals on all aspects of sophisticated estate and wealth transfer planning.  From straightforward wills and trusts to the most complex tax-advantageous estate and gift planning, involving securities, real estate, and closely-held business interests, Quynh has assisted numerous clients with their estate and wealth transfer needs, and tailors each client’s planning to their individual situation.  Quynh also possesses extensive experience implementing complex limited partnership and LLC planning structures and advises on a myriad of transfer tax and California property tax issues relating to the ownership and transfer of California real property interests.. Quynh also advises clients on post mortem matters involving probate, trust and estate administration.. Quynh’s Exempt Organizations practice is a natural complement to her estate planning practice.  She counsels numerous clients on the optimum methods of attaining charitable giving goals, including establishing charitable trusts, public charities and private foundations.. Prior to establishing Bay Wealth Legal Group with her partner, Mary Lin, Quynh was a partner in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.

Firm: Aaronson, Dickerson, Cohn & Lanzone, A Professional Corporation

939 Laurel Street Suite D , San Carlos , California 94070

Practice Areas: Business , Municipal , Real Estate , Trusts, State, Local And Municipal Law, State, Local And Municipal Law