We have extensive experience with any issue requiring the expertise of an estate planning attorney including family law matters, estate and other tax implications, a vast array of business agreements, living trusts, custom wills and trusts and other estate plan documents. We are proud to have served the community for over 20 years. We successfully work as mediators and probate and estate planning attorneys in San Francisco and throughout California. Please call us at (415) 986-8500 if you would like to invite John O’Grady to speak to your organization.

Our speaking topics include:

  • Agreements between family business owners
  • Choice of business entity
  • Estate planning choices for business owners
  • Keeping key employees in the business for the long term
  • Protecting the family from business creditors
  • International business and estate planning
  • Life insurance trusts and other ways of providing for liquidity
  • Prevention & mediation of disputes between family members
    (or you don’t really know someone until you share an inheritance with them)
  • Family wealth transfers and trusts to address the burdens & benefits of inheritance (how to not give your children too much too soon)
  • Naming guardians for minors and their money
  • Estate planning for the blended family
  • Multi-generational trust planning to minimize taxes
  • How to take care of yourself by planning for incapacity
  • Selecting a trustee & trust administration before and after the death of a loved one (including trustee’s legal duties, funding, distributions & accountings)
  • The work flow after the death of a loved one (with or without probate)
  • Mistakes made over and over and how to avoid them
  • Fighting back against financial elder abuse scams

 
 
 

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