San Jose Estate Planning Attorney Blog

Football season is right around the corner, and it's time for our annual first game of the season party.

As many of you know, I am a Dallas Cowboys fan (don't hold it against me).  They are playing the New York Jets on Sunday evening, September 11 at 5pm.

Rob Ryan, the Cowboy's Defensive Coordinator will be going up against his brother Rex Ryan, the head coach for the Jets.

Seating is limited.  And this is invitation only.

Please call the office at (408) 920–2500 for an invite and directions to my house.

We will have Pizza and Drinks (beer, margaritas, soda, etc.)

Can't wait to see you there. 

I run a small study group for CPA's and Enrolled Agents every Thursday Morning at 7:30.  We meet until 9 A.M.

Each month, different members take turns leading the group.  We cover all topics related to estate planning, probate & trust administration, fiduciary duties, etc.

It is a great time to come ask some questions and learn from each other.

We are starting a new year, and if you would like to join, call Amy at my office for an invitation.

I provide bagels or donuts, coffee and juice for all attendees.

I hope to see you there.

They say the best time to plant an oak tree is a thousand years ago. Today, you would have a gorgeous tree. The second best time, however, is NOW!

You can't start any earlier.

This blog is aimed at legal & financial professionals who work with clients on issues regarding their wealth, their business, and their families.

In the past, I have worked with Lawyers, CPA's, EA's, CFP's, and insurance agents, to help educate them on estate planning and wealth transfer issues. It is my hope that this blog will continue that effort.

As you may know, there are many legal blogs on the web at this time. Many on estate planning. Why the need for one more?

This blog is different. It is not aimed at the clients per se. It is aimed at the client's advisers. I expect that we will have a deeper discussion, and perhaps a more technical, certainly more strategic dialogue then the other blogs contain.

I look forward to joining with you on this wonderful journey.