skip to content

Family Wealth & Tax Planning

There is wisdom that comes with experience.  After awhile, you learn that how NOT TO do something is at least as important as how TO do something. 

This nicely sums up the advantage clients have come to appreciate when they work with the lawyers at Hopkins & Carley, including the ones who focus on family wealth issues.  With hundreds of years of combined experience and the largest full-service Trust & Estate practice in Northern California, our group has the wherewithal to spot problems before they become problems.

"In fact, we spend a lot of time fixing other people’s mistakes,” said Jim Quillinan, a shareholder in the firm’s Family Wealth & Tax Planning practice group.  "In this day and age, there’s no such thing as a ‘simple’ anything."

"Moreover, our group includes several lawyers who do nothing but litigate trust and estate disputes.  This is complex, cutting-edge litigation.  Having ready access to their input and experience lets us avoid the drafting errors that might otherwise end up in court down the road."

The personal touch
Trust and estate work is intensely personal and individualized.  The tax implications of estate and wealth transfer planning, for example, can have huge, life-long impacts.

It is gratifying, therefore, to say that for generations, many of our region’s most prominent individuals and families have relied on our trust and estate professionals.  We pride ourselves on offering personal, 360-degree attention to every client, no matter how big or small.

As a result, our firm has earned a reputation for handling difficult litigation, sophisticated estate planning and complex tax issues associated with preserving and protecting personal and family wealth.  We create plans that maximize family wealth transfer, minimize tax and protect our clients and their beneficiaries.

A full-service resource
Our services range from simple estate planning to sophisticated estate and tax planning matters.  This work often involves gift planning, charitable gift planning and private foundations, as well as asset protection and specialized planning for owners of closely-held businesses, executives of publicly held corporations, international clients and other clients with highly specialized planning needs.

We offer comprehensive advice and expertise to address all aspects of an effective estate plan for our clients. Our full range of wealth transfer solutions includes:

Hopkins & Carley regularly represents executors and trustees in all facets of trust and estate administration, including the management of risk.  Our Trust & Estate Litigation practice is widely known for handling will contests, claims of financial elder abuse, interpretation of will and trust documents, and more.

Having access to other highly regarded professionals in our firm is another plus for our clients.  "It’s such a pleasure to be able to go down the hall to, say, one of our top real estate professionals and get an answer to a tough, technical question," Jim Quillinan added.  "That kind of access to intellectual capital makes all the difference in the world to our clients."

Client Successes
Hosted on the FirmWiseSM Platform