Roisman Henel + Adams LLP is a boutique law firm specializing in estate and trust law. We provide our clients superior service and personalized attention. We assist clients with all aspects of estate planning to ensure the orderly and efficient management and transfer of property during life, upon incapacity, and at death. We partner with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while keeping in mind the personal and family issues that accompany such planning.
Four of our attorneys are certified specialists in estate planning, trust, and probate law. Our three senior attorneys are rated “AV” by the Martindale-Hubbell Law Directory (the highest rating of skill and ethics), and have been included among Northern California’s “Super Lawyers,” selected by their peers and the publishers of Law and Politics and San Francisco Magazine since 2002.
We assist clients with all aspects of estate planning to ensure the orderly and efficient management and transfer of property during life, upon incapacity, and at death. We partner with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while keeping in mind the personal and family issues that accompany such planning. Our estate planning services include wills, revocable trusts, gift tax returns, durable powers of attorney, advance health care directives, life insurance trusts, business succession planning, charitable remainder trusts, special needs trusts, dynasty trusts, and other succession planning.
We also advise trustees and executors (including professional fiduciaries, such as banks), and beneficiaries on the legal and tax issues resulting from the death or incapacity of an individual. We have experience in probate courts throughout the Bay Area, as well as many other counties in California.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 1999 Harrison Street,
- Industry
- Law Practice
- NAICS
-
Offices of Lawyers
- Website
- roismanhenel.com
- Keywords
- Estate Planning, Trusts (Gift Tax, Crummey, Special Needs, Personal Residence, Charitable Remainder, Dynasty, GST Tax-Exempt, Life Insurance), Federal Estate & Gift Tax Returns, Probate, Business Succession Planning (FLPs & LLCs), Trust Administration.
- HQ
- Oakland, CA
Roisman Henel + Adams Llp Questions
Roisman Henel + Adams Llp's website is roismanhenel.com
Roisman Henel + Adams Llp's LinkedIn profile is https://www.linkedin.com/company/roisman-henel-llp
Roisman Henel + Adams Llp has
15 employees.
View email and phone details for 15
employees at Roisman Henel + Adams Llp.
Roisman Henel + Adams Llp's industry is
Law Practice
Roisman Henel + Adams Llp's top competitors are
Resource Generation,
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Donahue Fitzgerald Llp,
Massey, Stotser & Nichols, Pc.
Roisman Henel + Adams Llp's categories are Law Practice
Roisman Henel + Adams Llp's founding year is 2002
