WELCOME, ESTATE & TAX PLANNING CLIENTS OF REED K. SCOTT – YOUNGMAN ERICSSON SCOTT, LLP & ASSOCIATES

The Walnut Creek, California Office of Youngman Ericsson Scott, Estate Planning, Tax Planning, Living Trusts, and Trust Administration, is now operated by CunninghamLegal. Attorney Reed Scott continues “Of Counsel” to CunninghamLegal.

I am pleased to announce that Attorney Reed Scott is merging his long-respected estate planning practice with CunninghamLegal. We are deeply honored that Reed has chosen to entrust clients of the Law Offices of Youngman, Ericsson, Scott to us going forward. I know that everyone here shares his passion for handling client affairs with ethics, expertise, and care.

Reed will continue to be Of Counsel at CunninghamLegal, and we have already been working closely with him to ensure a smooth and seamless transition. The Walnut Creek office remains open to serve you at The Atrium Building, 1981 N. Broadway, Suite 300 Walnut Creek, CA 94596, phone (925) 930-6000.

Our complete set of legal services is available at the Walnut Creek location, including California Estate Planning, Advanced Tax Planning, Living Trust creation, Powers of Attorney, Healthcare Directives, Probate Representation, Trust Administration, Asset Protection, Medi-Cal Planning, Elder Law, and much more.

Replay Our “Get to Know You” Event

We invite you to replay our “Get to Know You” virtual webinar from Aug 13, 2021, special for clients of Reed K. Scott. At that event, I spoke a bit about the practice, discussed some pressing estate & tax issues for 2021, and answered questions. I hope you find it informative.

“I have full confidence that CunninghamLegal will take care of my clients and proactively help them take advantage of all the available forms of tax minimization and estate planning strategies. – Reed K. Scott

A Little About Us at CunninghamLegal

You will find that CunninghamLegal is a truly dynamic, forward-thinking firm staffed by a team of attorneys at the forefront of the field. For more than 26 years, we have specialized in Living Trusts, Estate Planning, Tax Planning, Trust Administration, Probate, and Elder Law. As founder of CunninghamLegal, I am a second-generation attorney who, like Reed, has dedicated his entire career to these issues. Importantly, I’m also one of the very few California State Bar Certified Specialists in Estate Planning, Trust, and Probate Law. Our firm is proudly “medium-sized” and stable, with offices throughout California: big enough to handle anything, but small enough to know you personally.

Whether you believe you have simple or complex estate planning needs, our attorneys and highly-trained staff can truly handle it all—and make things as easy and clear for you as possible. We offer special expertise in tax law and multi-generational financial planning.

Free, No-Obligation Consultation for Youngman Ericsson Scott Clients

Are your estate documents up to date? Over time, assets change, the family evolves, and health issues arise—often rendering plans dangerously obsolete. Significant changes in estate law came in recent years (including the 2021 Prop 19 changes to Prop 13!) which may well require adjustments to your plan. We are happy to meet with Youngman Ericsson Scott clients for a free consultation via phone or Zoom. Contact us with the form or just give us a call at (925) 930-6000.

Urgently Update Your Contact Information with the Form

Please urgently fill out the form on this page, update your contact information with the Walnut Creek office, and give us a brief idea of your current Estate needs.

Securing Your Documents

Rest assured that documents previously held at the offices of Youngman Ericsson Scott are secure. If you would like to retrieve the document originals, please call the office at (925) 930-6000, and we can determine how best to get your files to you.

Try One of Our Weekly Online Legal Webinars

We invite you to check out our weekly online live legal webinars, where we cover vital topics and take your questions. Please also check out our archive of legal webinars and sign up for one of the upcoming topics. If you find these helpful, be sure to subscribe to the CunninghamLegal YouTube channel as well.

You might also pick up a copy of my bestselling book, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer—an eye-opening look at the whole topic. And consider following us on Facebook to stay current with all the upcoming legal webinars and events.

New Contact Information Sheet to Insert in Your Estate Plan

We suggest you download this contact information sheet, and print it out to include in the front of your existing Estate Plan to alert your Trustee and Beneficiaries that CunninghamLegal retains existing documents, and can administer your Trust on your passing.

Again, Welcome!

Everyone here at CunninghamLegal stands ready to answer any questions you may have, provide our expert guidance, and take care of all your Estate Planning needs in the fastest, most expert way possible. Your well-being and the well-being of your loved ones is our first and only priority.

We look forward to meeting you soon by phone or videoconference. Meanwhile, please accept my sincere welcome.

Best, Jim
James L. Cunningham Jr., Esq.
Founder, CunninghamLegal