Are you looking for a good Estate Attorney in the San Rafael area to help create your California Living Trust?
Our San Rafael Estate Planning office, headed by our CEO and founder Jim Cunningham, serves clients throughout Marin County and its nearby communities, including the Greenbrae, Corte Madera, Larkspur, San Anselmo, Ross, Kentfield, Stinson Beach, Mill Valley, Strawberry, Novato, Sausalito, and Tiburon areas.
At our San Rafael office, you can access CunninghamLegal’s entire estate planning team and complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Advanced Tax Planning, Elder Law, and much more.
About San Rafael Estate Attorney James L. Cunningham, Jr
Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction. He is a frequent speaker on estate planning topics, and serves as lead Estate Planning attorney in San Rafael for the entire CunnninghamLegal team. Jim also lives in the Marin County/Greenbrae area and heads up the San Rafael office himself.
Jim’s professional memberships include the California State Bar, Ventura County Bar Association, El Dorado County Bar Association, WealthCounsel, National Academy of Elder Law Attorneys (NAELA), California Advocates for Nursing Care Reform (CANHR), Aircraft Owners and Pilots Association (AOPA), Vistage International and the Capitol City Trial Lawyers Association.
Picking Up the Torch for Retiring Attorney Robert J. Turrini
The CunninghamLegal San Rafael office is proud to have been entrusted with the legal practice of Estate Planning Attorney Robert J. Turrini of The Freitas Law Firm.
Estate Planning creates a solemn, vital agreement that moves from generation to generation. At CunninghamLegal, we accept that charge with the utmost consideration and care. As Robert J. Turrini steps back from his long-respected work of providing San Rafael Estate Planning services, we are deeply honored that he has chosen to entrust the clients of The Freitas Law Firm to CunninghamLegal. We are working closely with him to ensure a smooth and seamless transition. Learn more about The Freitas Law Firm transition.
An Estate Planning Specialist
You might think that with the number of options for Estate Planning in San Rafael, it would be easy to choose a local San Rafael Living Trust attorney—but it’s not. Or at least, it shouldn’t be.
Whatever your legal needs are for your legacy, Estate Planning in San Rafael is a dynamic, ever-changing field that is almost always best handled with focused expertise. Often, lawyers do estate plans as a sideline, and just don’t have the time or energy to keep up with ever-shifting California inheritance or “Death Tax” laws, and even less with federal inheritance tax shifts. Meanwhile, our Estate Planning attorneys in San Rafael are always on top of San Francisco-area laws, providing creative solutions for wills, estate planning, probate challenges, and other complex legal situations.
We help people plan for some of the most challenging times in their lives and then provide guidance when those times come.
Inheritance laws change frequently and dramatically. From new guidelines on everything from trusts to taxes to IRAs, it can be challenging to keep it all straight. The many changes in estate law in 2014, 2017, 2019, and especially in 2020 mean that nearly everybody should give their estate plan a second look.
That’s why every attorney in our practice spends serious time each month on professional development. If they aren’t attending webinars and seminars, they’re presenting or speaking at webinars and seminars.
If you’ve searched “living trust attorney near me” or “San Rafael estate attorneys,” then you’re on the right path, but that doesn’t mean you can rely on some online trust mill that promises a one-size-fits-all solution. A Living Trust is far too important to entrust to AI.
Every trust requires customization by experienced San Rafael estate lawyers from reputable attorneys with the skill and experience necessary to offer creative solutions that achieve your family’s goals, no matter how simple you imagine your situation.
Local Matters, Too
Being local often matters a great deal when selecting an estate attorney in San Rafael.
Estate Planning is a personal relationship. And while the world moves towards video conferencing over Zoom with an attorney, you will always want someone with a local office for signings and paperwork. Having an attorney to help you with your estate planning in San Rafael who lives in the area makes it much easier to handle problems big and small on your schedule.
Just as important, only a full-time estate attorney in San Rafael, Marin County, Greenbrae, Corte Madera, Stinson Beach, Mill Valley, Novato, and Sausalito areas will maintain the right estate-related contacts with local accountants and financial planners. These professionals can and should work together for you.
What Do We Do?
Our lawyers have represented families of all types, large and small businesses, celebrities, professionals, and people at every income level and complexity of assets.
Many of our clients work with us following the loss of a loved one — a parent, spouse, sibling, partner, or grandparent. We work to provide stability during such times, with the goal of guiding and protecting every client. That often includes Trust Administration and helping new Trustees understand what to do after a death.
We always approach our work with ethics, knowledge, and care.
Make sure your Last Will and Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are up-to-date with your current family situation and the latest laws. Make sure you protect yourself as a trustee.
We look forward to working with you! Make an appointment to meet with a member of the CunninghamLegal law office for Trust Administration and Estate Planning in San Rafael. We offer in-person, phone, and Zoom appointments. Just call (415) 358-6970, or book an appointment online.
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.
Our San Rafael, California Location
Rafael Town Center
999 Fifth Avenue
Suite 200
San Rafael, CA 94901
Phone (415) 358-6970
Contact us today to book a call!