Business Details
37 Years
experience
Your Trusted Estate Planning Partner in Belvedere-Tiburon
Established in 1989, our law firm specializes in estate planning and trust services, offering tailored solutions for individuals and families. With over three decades of legal expertise, we focus on minimizing future legal complexities through strategic planning, including conservatorships and senior housing guidance. Our collaborative approach integrates certified public accountants, financial planners, and healthcare professionals to address each clients unique needs.Our team combines deep local knowledge with a commitment to community engagement, ensuring personalized service backed by proven results. Client testimonials consistently highlight our attention to detail, professional integrity, and ability to resolve complex legal matters.
Services
Estate Planning
Living Trusts
Conservatorships
Senior Housing Options
Trustee Services
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of experience in estate planning and trust administration.
- Our team collaborates with certified financial planners and healthcare professionals.
- Founder established the Tiburon Salmon Institute, demonstrating community leadership.
- We specialize in resolving complex conservatorship and adult guardianship cases.
- Clients consistently praise our clear communication and attention to legal detail.
What people say
Attention to detail
Calm reassuring manner
Invaluable asset to families
Resolve issues effectively
Professional and knowledgeable
Services
Estate Planning
We create comprehensive estate plans that protect assets and ensure client wishes are honored. Our approach considers family dynamics, tax implications, and long-term care needs. Clients benefit from personalized strategies that prevent future probate complications.
Living Trusts
Our living trust solutions help clients avoid probate while maintaining control over asset distribution. We design trusts that adapt to changing family circumstances and financial situations. This service ensures seamless transitions for beneficiaries.
Conservatorships
We establish legal frameworks for managing affairs of incapacitated individuals. The process includes court documentation, responsibility allocation, and ongoing compliance monitoring. Families receive guidance through complex legal requirements.
Senior Housing Options
Our team explains assisted living, nursing home, and home healthcare alternatives. We handle contractual reviews and placement coordination while addressing Medicaid planning considerations. Clients receive objective assessments of care facilities.
Trustee Services
We provide trustee education, asset management, and distribution oversight. Services include accounting, tax reporting, and beneficiary communication. Our approach balances legal compliance with compassionate administration.
People
Brooke Halsey
Attorney
California Bar member since 1989 with 15 years as deputy district attorney. Founder of Tiburon Salmon Institute and active community leader.
Karen Stagg-Hourigan
Paralegal
Marin County legal expert with extensive probate experience. Former Deputy Public Administrator offering fiduciary insights to client cases.
Caroline O'Keefe
Legal Assistant
Criminal justice professional with two decades of local legal experience. Provides administrative support for case preparation and client follow-up.
Linda Hevern
Office Manager
Ten-year office management veteran with dual roles in legal administration and early childhood education. Coordinates office operations efficiently.
Beverly Lambert
Marketing Manager
Technology marketing executive with IBM and startup experience. Develops community-focused marketing strategies for local legal services.
Questions
What estate planning services do you offer?
We provide customized wills, living trusts, and conservatorship planning to meet individual family needs.
How do you help with senior housing decisions?
Our team explains housing options and assists with legal requirements for senior care facilities.
Can you coordinate with my existing financial advisors?
Yes, we work directly with your certified public accountants and financial planners.
What experience do you have with conservatorships?
We've successfully managed complex conservatorship cases for over 15 years.
How are trustee services handled?
We guide clients through trustee selection, legal responsibilities, and trust administration processes.
