ESTATE PLANNING FOR CLIENTS OF THE FREITAS LAW FIRM

WELCOME, ESTATE & TAX PLANNING CLIENTS OF ROBERT J. TURRINI, THE FREITAS LAW FIRM

Clients of Retiring Estate Planning Attorney, Robert J. Turrini of The Freitas Law Firm, Estate Planning, Tax Planning, Living Trusts, and Trust Administration, are now served by CunninghamLegal.

As attorney Robert J Turrini of the Freitas Law Firm moves toward retirement, he is passing the torch of his long-respected Estate Planning practice to CunninghamLegal. We are deeply honored that Robert has chosen to entrust all of the firm’s Estate Planning matters to us going forward. I know that everyone here shares his passion for handling client affairs with ethics, expertise, and care.

We have already been working closely with Robert and the Freitas Law firm to ensure a smooth and seamless transition. We can meet with you by phone, online, or in person within the Freitas Offices at 1108 Fifth Avenue, Third Floor, San Rafael, CA 94901.  Appointments are required: please contact CunninghamLegal directly at (415) 358-6970.

Our complete set of legal services is available at the San Rafael location, including California Estate Planning, Advanced Tax Planning, Living Trust creation, Powers of Attorney, Healthcare Directives, Probate Representation, Trust Administration, Asset Protection, Medi-Cal Planning, Elder Law, and much more.

Urgently Update Your Contact Information with the Form

Please urgently fill out the form on this page, update your contact information with the San Rafael office, and give us a brief idea of your current Estate needs.

Replay Our “Get to Know You” Webinar

On Sept. 24, 2021, Jim Cunningham, founder of CunninghamLegal, introduced himself and the firm at a webinar–and gave an important overview of current estate planning issues. We invite you to replay the webinar by clicking here.

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“As I head into retirement, I have every confidence that with their experience, expertise, and caring attitude, CunninghamLegal will be the ideal firm to carry on with all of my clients. Thank you very much to everyone that I have worked with over the years, I leave you in good hands.”–Robert Turrini

Letter From Attorney Robert J Turrini

Attorney Robert J Turrini

If you are an Estate Planning client of The Freitas Law Firm, you will be receiving a letter in the mail informing you of the transfer of Robert J Turrini’s clients into the capable hands of our firm.

Please do take the time to read that letter, contact us with any and all questions—and consider scheduling a review of your Estate Plan.

A Little About Us at CunninghamLegal

Attorney Jim Cunningham Jr.
Attorney Jim Cunningham, founder and CEO of CunninghamLegal.

You will find that CunninghamLegal is a truly dynamic, forward-thinking firm staffed by a team of attorneys at the forefront of the estate planning field, working from our offices across California. For more than 26 years, we have specialized in Living Trusts, Estate Planning, Trust Administration, Tax Planning, Probate, and Elder Law. As founder of CunninghamLegal, I am a second-generation attorney who has dedicated his entire career to these issues. Importantly, I’m also one of the very few California State Bar Certified Specialists in Estate Planning, Trust, and Probate Law. Our firm is proudly “medium-sized” and stable: big enough to handle anything, but small enough to know you personally.

Whether you believe you have simple or complex estate planning needs, our attorneys and highly-trained staff can truly handle it all—and make things as easy and clear for you as possible. We offer special expertise in tax law and multi-generational financial planning.

Free, No-Obligation Consultation for Clients of Robert Turrini

Are your estate documents up to date? Over time, assets change, the family evolves, and health issues arise—often rendering plans dangerously obsolete. Significant changes in estate law came in recent years (including the 2021 Prop 19 changes to Prop 13!), and significant tax law changes on the horizon may well require adjustments to your plan. We are happy to meet with clients of Robert Turrini for a free Estate Plan review via phone or virtual appointment. Just fill out the form at right.

Securing Your Documents

Rest assured that documents held by Freitas Law for estate planning clients of Robert Turrini are secure. If you would like to retrieve the document originals, please call The Freitas Law Firm at (415) 419-2014 and work with them to determine how best to get your files to you.

Try One of Our Weekly Online Legal Webinars

We invite you to check out our weekly online live legal webinars, where we cover vital topics and take your questions. Please also check out our archive of legal webinars and sign up for one of the upcoming topics. If you find these helpful, be sure to subscribe to the CunninghamLegal YouTube channel as well.

You might also pick up a copy of my bestselling book, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer—an eye-opening look at the whole topic. And consider following us on Facebook to stay current with all the upcoming legal webinars and events.

New Contact Information Sheet to Insert in Your Estate Plan

We suggest you download this contact information sheet, and print it out to include in the front of your existing Estate Plan to alert your Trustee and Beneficiaries that CunninghamLegal retains existing documents, and can administer your Trust on your incapacity or passing.

Again, Welcome!

Everyone here at CunninghamLegal stands ready to answer any questions you may have, provide our expert guidance, and take care of all your Estate Planning needs in the fastest, most expert way possible. Your well-being and the well-being of your loved ones is our first and only priority.

We look forward to meeting you soon by phone, videoconference, or in-person by appointment at the Freitas Law Offices. Click the button below to set up an appointment, fill out the form on the right, or call us directly at (415) 358-6970. Meanwhile, please accept my sincere welcome.

Best, Jim
James L. Cunningham Jr., Esq.
Founder, CunninghamLegal

At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.

WELCOME WEBINAR

If you missed the welcome webinar with attorney Jim Cunningham from Sept 24, special for clients of Robert J. Turrini, you can replay it by clicking on the link below. Jim spoke about the practice, discussed some pressing estate & tax issues, and answered client questions.

CLICK TO PLAY WEBINAR

UPDATE YOUR INFORMATION WITH US

Please update your contact information and get on our email list for events and legal updates.