Allen & Kimbell has a particularly high level of expertise in estate planning, trust administration, and probate law.
We at Allen & Kimbell pride ourselves on being able to handle the most complex planning, as well as the most challenging trust and estate administrations. Our attorneys are some of the most respected in the community, and regularly speak on complicated planning and tax issues.
We believe that understanding what matters to our clients, focusing on their goals, and achieving creative solutions to difficult problems separates us from other firms. We put these skills to practice not only in drafting Wills and trusts, but in crafting sophisticated strategies to minimize taxes and preserve family wealth (including revocable and irrevocable trusts, life insurance trusts, personal residence trusts, charitable trusts, private foundations, and family partnerships).
We are also able to expertly and efficiently guide clients through the administrative legal complexity following an individual’s passing. Our attorneys will clearly explain to you your rights, duties, obligations, whether you are a beneficiary or a fiduciary tasked with administering a trust or estate.
We are able to achieve results for our clients, in part, thanks to our inter-disciplinary team approach to the practice of law. We practice this team approach at Allen & Kimbell not just within our firm, but also with our client’s other advisors. We have excellent working relationships with most all of the local accounting firms and financial advisors (and many outside of the region). This provides for more efficient and coordinated advice, tailored to each unique family and situation.
We have several attorneys in our estate planning and trust administration department, with over a half a century of collective experience in the field. Our lawyers include two attorneys who are California State Bar certified specialists in both estate planning, trust, and probate law, as well as taxation law. We have attorneys and paralegals at all levels, allowing us to allocate and complete work in the most efficient manner for you.
In order to offer our clients quality representation at the highest level of proficiency, Allen & Kimbell’s team practices in areas of law that are complimentary and interrelated. Our various departments work in concert to ensure that the complex matters we handle are creatively analyzed from different perspectives and by specialists with an array of legal knowledge.