San Francisco Bay Area Estate Planning & Living Trust Attorney

Serving the Needs of You & Your Family

We do everything we can to help you today so that you can protect your legacy tomorrow.

 

 

If you don’t have an estate plan, California does.

Do you really want the state controlling your assets?

Instead, work with an estate planning and trust attorney to take control of your estate and…

Avoid Probate

Living trusts are designed to avoid probate. Holding your valuable property in trust has the advantage of not being part of your probate estate after death.

Prevent Unnecessary Tax Burden

A flexibly-drafted living trust estate plan with tax planning can avoid putting an unnecessary tax burden on your beneficiaries.

Provide for Minors

An inheritance left in trust for a minor beneficiary can indicate who is going to manage and distribute the funds as well as the age at which the funds will be turned over to the beneficiary.

Gain Peace of Mind

A living trust can provide you with the peace of mind that comes from knowing that your assets and your heirs will be protected in the events that you unexpectedly become unable to handle your own financial affairs.

What exactly do you need to secure your assets and the future for your children?

If you live in San Francisco Bay Area and own real property or other property valued at over $150,000 (including investments), it is important to have an estate plan that will provide support and financial stability for your surviving spouse, children, and grandchildren – and to preserve your wealth for later generations.

But bad decisions can lead to disastrous results. This is where I come in. I am a local Bay Area estate planning attorney. I can help secure the future for your heirs and put your mind at ease today. Please contact me for a complimentary consultation about how you can achieve your goals, perpetuate your values, and carry out your wishes.

My wife and I were looking for an Bay Area attorney to handle our estate planning and found Daniel DuRee. He was personable, professional and very thorough. He explained everything in a way that made it easy to understand. We now have everything very well organized in a trust binder and most importantly, we have peace of mind. Norman, Clayton

Dan DuRee is a member of the State Bar of California Trust and Estates Section, as well as the Contra Costa Bar Association Conservatorship, Guardianship, Probate & Trust Section. To make it as convenient as possible, Dan has 4 offices throughout the Bay Area and meets clients in their home, at their place of work or at the hospital any day of the week.

5 San Francisco Bay Area Offices

Walnut Creek
Estate plans and living trusts

1535 North Main Street, Suite 240
Walnut Creek, CA 94596

(925) 210-1400

(925) 210-1400

Mountain View
Estate plans and living trusts

800 West El Camino Real, Suite 180
Mountain View, CA 94040

(650) 933-7122

(650) 933-7122

San Mateo
Estate plans and living trusts

951 Mariners Island Blvd, Suite 300
San Mateo, CA 94404

(415) 373-8335

(415) 373-8335

San Francisco
Estate plans and living trusts

75 Broadway Street, Suite 202
San Francisco, CA 94111

(415) 373-8335

(415) 373-8335

Marin County
Estate plans and living trusts

700 Larkspur Landing Circle, #199
Larkspur, CA 94939

(415) 373-8335

(415) 373-8335

Email Dan

I was impressed

Submitted:
★★★★★
5
I was impressed with not only Daniel's knowledge of living trusts but also with how he listened closely to our needs and helped us understand the (complicated) issues in plain English. These are great traits for an attorney. I would definitely go back to Daniel for estate planning needs and will recommend him to others in the future.
- Bryan P.
Overall rating: ★★★★★ 5 based on 1 reviews