Are you looking for a good Estate Attorney in the Roseville, Rocklin, or Loomis area to help create your California Living Trust?
Our Roseville Estate Planning office is headed by superb attorney Tasha Jahn, and serves clients throughout Placer County and Sacramento County.
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.
You Really Do Need a Specialist
What should you look for in an Estate Attorney? Lots of lawyers offer estate planning, but it’s hard to find a true specialist.
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—believe me, I know. Recently, for example, we experienced the upheaval of both the U.S. SECURE Act and CA Prop 19, which should both trigger a re-think of everyone’s estate plan.
Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise.
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, a Lot
Being local often matters a great deal with an estate attorney.
Estate Planning is a personal relationship. And even as the world moves to attorney videoconferencing with Zoom and the like, I know you will always want someone with a local office for signings and paperwork.
Just as importantly, only a full-time Roseville, Rocklin, or Loomis, California estate attorney will maintain the right estate-related contacts with local accountants and financial planners—they can and should work together for you.
Living Up to the Practices 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.
When she retired in 2013, Ann Armstrong honored us by entrusting her longstanding estate planning practice to CunninghamLegal. The Law Offices of Ann Armstrong and Associates was known for the care and respect she showed to clients, and we are proud to continue her tradition—even though she has since passed away. Many of Ann’s clients lived in the Roseville, Rocklin and Loomis areas
Some of Ann’s staff stayed on with CunninghamLegal after the transition, and they continue to provide the best legal advice for clients. We were also entrusted with Ann Armstrong’s 3,500 client files—all in safekeeping.
Justin Gilbert Passes Us the Torch
In 2018, CunninghamLegal also inherited the Roseville California law practice of Justin M. Gilbert, a highly respected firm with clients throughout the Placer and Sacramento California region, as well as the Sierra Foothills. Prior to his moving to Tennessee, Justin had inherited the law practice of Denny Welch, a long-time estate attorney who served clients in the Roseville, Rocklin, and Loomis areas. When Justin moved to Tennessee, CunninghamLegal also inherited Denny’s law practice. Both Justin’s and Denny’s clients now call CunninghamLegal their law firm.
Both Justin and Denny were known for assisting people with their estate planning matters, including Living Trusts, Durable Powers of Attorney, Advance Health Care documents, and Medi-Cal and Veteran’s Administration (VA) Aid and Attendance planning to help with the high cost of nursing homes and in-home care.
We transitioned Justin and Denny’s nearly 5,000 clients and former clients to our office, and we help them to this day—maintaining the high standards set by Justin and Denny for the very best in client service.
About Roseville Estate Attorney Tasha Jahn
Tasha Jahn, who heads up the CunninghamLegal office in Roseville, 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 I know 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, I urge you to get in contact with her today.
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.
We look forward to working with you!
Make an appointment to meet with CunninghamLegal Roseville for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (916) 786-2070, or book an appointment online.