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East Bay Estate Planning & Business Law Attorney

Trusted Legal Counsel for Families, Business Owners, and Entrepreneurs in Walnut Creek, Concord, Moraga, Lafayette, and the East Bay.

If you are looking for an experienced estate planning and business law attorney in the East Bay, you deserve legal counsel who understands not only the law, but also the local community, real estate landscape, and business environment of Contra Costa County and surrounding areas. I provide personalized, strategic legal guidance to individuals, families, and business owners throughout Walnut Creek, Concord, Moraga, Lafayette, Orinda, Pleasant Hill, and nearby East Bay communities.

My practice focuses on estate planning, trust and asset protection planning, and business law, helping clients protect what they have built, plan for the future, and operate with confidence.

Estate Planning Attorney in Walnut Creek and the East Bay

Estate planning is more than drafting documents — it is about protecting your family, preserving your assets, and ensuring your wishes are honored during incapacity and after death. As an East Bay estate planning attorney, I work closely with clients to design clear, customized plans that reflect their goals and values.

Comprehensive Estate Planning Services

I assist East Bay clients with:

  • Revocable Living Trusts to avoid probate and maintain privacy
  • Wills tailored to family and financial circumstances
  • Powers of Attorney for financial and legal decisions
  • Advance Health Care Directives and HIPAA authorizations
  • Trust funding guidance to ensure your plan actually works
  • Estate planning for homeowners and real estate investors
  • Planning for blended families and multigenerational households

Many residents of Walnut Creek, Lafayette, Moraga, and Orinda own valuable real estate or have complex family structures. Without proper planning, their estates may be subject to costly California probate proceedings. A well-structured estate plan can help your loved ones avoid unnecessary delays, expenses, and disputes.

Trusts, Asset Protection, and Long-Term Planning

For clients with significant assets or business interests, I offer advanced planning strategies designed to preserve wealth and minimize risk.

These services may include:

  • Irrevocable trusts
  • Asset protection planning
  • Coordination with financial advisors and CPAs
  • Planning for incapacity and long-term care considerations

Whether you are a professional, investor, or business owner in the East Bay, proactive planning can provide peace of mind and long-term security.

Business Law Attorney for East Bay Entrepreneurs and Companies

The East Bay is home to a diverse and growing business community. As a business law attorney serving Walnut Creek, Concord, Pleasant Hill, and surrounding areas, I advise entrepreneurs and companies at every stage — from formation to ongoing operations and long-term succession planning.

Business Law Services

I provide legal counsel for:

  • Business formation (LLCs, corporations, partnerships)
  • Operating agreements and shareholder agreements
  • Contract drafting and review
  • Business succession and exit planning
  • Legal support for closely held and family-owned businesses

I work to ensure that your business is structured properly, legally protected, and aligned with your personal estate plan. This integrated approach is especially important for business owners planning for retirement, sale, or transition to the next generation.

Estate Planning for Business Owners

If you own a business in the East Bay, your estate plan should work hand-in-hand with your business structure. I help business owners:

  • Plan for business continuity in the event of incapacity or death
  • Transfer ownership efficiently to partners, family members, or buyers
  • Reduce the risk of disputes among heirs or co-owners
  • Coordinate trusts and entities for tax efficiency and asset protection

Business succession planning is one of the most overlooked aspects of estate planning — yet one of the most critical.

Why Choose a Local East Bay Attorney

Working with a local estate planning and business law attorney offers meaningful advantages:

  • Familiarity with Contra Costa County probate courts and procedures
  • Understanding of East Bay real estate values and ownership issues
  • Accessibility for in-person and virtual meetings
  • Personalized service — not a one-size-fits-all approach

Clients in Walnut Creek, Lafayette, Moraga, and Concord often prefer working with an attorney who understands the community they live and do business in.

Serving Walnut Creek, Concord, Moraga, Lafayette, and Nearby Communities

I proudly serve clients throughout the East Bay, including:

  • Walnut Creek
  • Concord
  • Moraga
  • Lafayette
  • Orinda
  • Pleasant Hill
  • Danville and surrounding areas

Whether you are updating an outdated estate plan, starting a business, or planning for the future of a successful company, I provide thoughtful legal counsel tailored to your goals.

Schedule a Consultation

If you are searching for an estate planning attorney or business law attorney in the East Bay, I invite you to schedule a consultation. Together, we can develop a plan that protects your family, your business, and your legacy.

Contact my office today to discuss your estate planning or business law needs and learn how proactive legal planning can bring clarity and peace of mind.