Before starting her own practice, Michele was an associate attorney with a boutique estate planning practice for a number of years and advised clients on all aspects of estate planning, including gift, estate, and generation-skipping transfer tax planning, charitable giving. Matsumura Law Firm offers a full range of services regarding estate planning and estate administration issues.
With a solid background in taxation, our tailored plans combine estate, gift, and income tax considerations to minimize tax liability. We will even assist you with your property tax issues. We make the estate planning process as simple and straightforward as possible. We provide you with peace of mind that your estate plan has been prepared by a firm that is thoroughly knowledgeable and trustworthy and specializes in achieving your estate wishes.
With a solid background in taxation, our tailored plans combine estate, gift, and income tax considerations to minimize tax liability. We will even assist you with your property tax issues. We make the estate planning process as simple and straightforward as possible. We provide you with peace of mind that your estate plan has been prepared by a firm that is thoroughly knowledgeable and trustworthy and specializes in achieving your estate wishes.
Services
Before starting her own practice, Michele was an associate attorney with a boutique estate planning practice for a number of years and advised clients on all aspects of estate planning, including gift, estate, and generation-skipping transfer tax planning, charitable giving techniques, and the administration of trusts and estates.
Michele is a current member of the California State Bar (Taxation and Estate Planning Sections), Eastern Alameda County Bar Association, Alameda County Bar Association, Contra Costa Bar Association Women's Section Board Member, Diablo Valley Estate Planning Council and is Secretary to the Tri-Valley Estate Planning Council.
Michele is a current member of the California State Bar (Taxation and Estate Planning Sections), Eastern Alameda County Bar Association, Alameda County Bar Association, Contra Costa Bar Association Women's Section Board Member, Diablo Valley Estate Planning Council and is Secretary to the Tri-Valley Estate Planning Council.
Our estate planning practice offers advice to clients on all aspects of estate planning including minimizing the estate, gift, and generation-skipping transfer tax burdens on our clients and their families.
After evaluating fiscal and familial circumstances, we help our clients create estate plans that best suit their individual situations.
We then create the documents necessary to carry out a client's wishes to optimize the future financial potential of the client's assets.
We provide careful analysis of the estate, gift and income tax consequences of an estate plan.
After evaluating fiscal and familial circumstances, we help our clients create estate plans that best suit their individual situations.
We then create the documents necessary to carry out a client's wishes to optimize the future financial potential of the client's assets.
We provide careful analysis of the estate, gift and income tax consequences of an estate plan.
Your trustee will act when you (and your spouse if you are married) are both incapacitated or have both passed away.
This person will need to be able to inventory all trust assets, obtain valuations of trust assets, pay all valid debts, and make distributions to beneficiaries according to the trust document.
The trustee will need to keep good financial records and will need to devote time to making the necessary phone calls and completing paperwork to carry out the trust duties.
Please note that a trustee need not live locally to be effective, as much as the trustee be organized and able to deal financial assets.
This person will need to be able to inventory all trust assets, obtain valuations of trust assets, pay all valid debts, and make distributions to beneficiaries according to the trust document.
The trustee will need to keep good financial records and will need to devote time to making the necessary phone calls and completing paperwork to carry out the trust duties.
Please note that a trustee need not live locally to be effective, as much as the trustee be organized and able to deal financial assets.
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