Are you looking for a good Estate Attorney in the Napa, American Canyon, Yountville, Saint Helena, Calistoga, Angwin, Fairfield, Benicia, Vallejo, Sonoma, Novato, Petaluma, Rohnert Park, or Santa Rosa area to help create your California Living Trust?
Our Napa Estate Planning office is headed by attorneys Jim Cunningham and Tasha Jahn, serving clients throughout the area of Napa and nearby communities.
Here you can access CunninghamLegal’s complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, and much more.
About Napa Estate Attorney James L. Cunningham, Jr
Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction. He is a frequent speaker on estate planning topics, and serves as lead attorney for the entire CunnninghamLegal team.
Jim’s professional memberships include: California State Bar, Ventura County Bar Association, El Dorado County Bar Association , WealthCounsel, National Academy of Elder Law Attorneys (NAELA), California Advocates for Nursing Care Reform (CANHR), Aircraft Owner’s and Pilot’s Association (AOPA), Vistage International and Capital City Trial Lawyer’s Association.
About Napa Estate Attorney Tasha Jahn
Tasha Jahn is an experienced and dynamic lawyer whose entire focus is Estate Planning & Living Trusts. That means Tasha helps people protect their assets, create a legacy, and create the right documents for themselves and their loved ones.
As a California Estate Specialist, Tasha has an advanced legal degree – an LLM –specifically in Estate Planning. That makes her one of the very few California Estate lawyers who chose to go to another three years of law school for an advanced degree in Estate work, after finishing her basic three-year law degree.
She’s an expert in planning strategies that involve avoiding probate, leveraging Roth IRAs, Roth Conversions, Proposition 13 preservation, and making sure that loved ones with special needs or disabilities are cared for properly. Tasha really takes the time needed to dig deep into each client’s situation, and she works hard to offer peace of mind to each client while meeting their unique estate planning objectives. Whether you’re just beginning to learn about California Estate Planning and Living Trusts, or whether you need a review and update of your current plans, get in contact with her today.
Living Up to the Practice We Inherited
Estate Planning creates a solemn, vital agreement which must move from generation to generation. At CunninghamLegal, we accept that charge with the utmost responsibility.
We help people plan for some of the most difficult times in their lives, then provide guidance when those times come.
As he begins the process of retirement in 2021, local attorney Bruce D. Ketron honors us by entrusting his long standing Napa estate planning practice to CunninghamLegal. Bruce Ketron Law was known for the care and respect he showed to clients, and we are proud to continue his tradition. Bruce continues with us as Of Counsel for 2021, and we appreciate him as someone who was among the first trust and probate California State Bar Certified Specialists, a certification that our own lawyers also hold.
We’re maintaining the same location at 1700 Second Street, Ste. 250 Napa, California 94559, and we’d love to make an appointment with you there. You can learn more about the Ketron Law transition here.
You Really Do Need a Specialist
It’s not easy choosing a Living Trust attorney—or at least, it shouldn’t be.
Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise. Often, lawyers handle estate plans as a small sideline, and just don’t have the time to keep up with ever-shifting California inheritance or “Death Tax” laws, and even less with federal inheritance tax shifts.
Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs. Many changes in estate law came in the years 2014, 2017, 2019, and especially 2020 which should trigger a re-think of everyone’s estate plan.
That’s why every attorney in our practice spends serious time each month on professional development—attending webinars and seminars when they aren’t giving webinars and seminars.
If you’ve searched “living trust attorney near me,” then you’ve made a start, but you aren’t done looking and thinking about this. And please, don’t rely on some online trust mill. A Living Trust is way too important for a robot, and every trust requires personal customization, no matter how simple you may imagine your situation to be.
Local Matters, Too
Being local often matters a lot with an estate attorney.
Estate Planning is a personal relationship. And even as the world moves to attorney video conferencing with Zoom and the like, you will always want someone with a local office for signings and paperwork.
Just as importantly, only a full-time Napa, American Canyon, Yountville, Saint Helena, Calistoga, Angwin, Fairfield, Benicia, Vallejo, Sonoma, Novato, Petaluma, Rohnert Park, or Santa Rosa California estate attorney will maintain the right estate-related contacts with local accountants and financial planners—they can and should work together for you.
What Do We Do?
The lawyers and staff at CunninghamLegal help people plan for some of the most difficult times in their lives, then provide guidance when those times come.
Our office has represented families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets. Many of our clients work with us right after they’ve gone through the loss of a loved one—a parent, a spouse, a sibling, a partner, a grandparent. We help to provide stability during such times, with the goal of guiding and protecting every client. That often includes Trust Administration, and helping new Trustees understand what to do after a death.
We always approach our work with ethics, knowledge, care, and caring.
Make sure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are up-to-date with your current family situation and the latest laws. Make sure you protect yourself as a trustee.
We look forward to working with you! Make an appointment to meet with CunninghamLegal Napa for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call 707-226-1700, or book an appointment online.