Are you looking for a good Estate Attorney in the Walnut Creek, Danville, Concord, Alameda, Martinez, Vallejo, San Francisco, San Rafael, Corte Madera, Pittsburgh, or Antioch area to help create your California Living Trust?
Headed by founder and CEO, Jim Cunningham, our Walnut Creek Estate Planning office serves clients throughout Contra Costa County. Please note that we also have an office in the nearby Oakland Hills area.
Here you can access CunninghamLegal’s entire estate planning team and complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Advanced Tax Planning, Elder Law, and much more.
About Walnut Creek 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 speaks frequently 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 Owners and Pilots Association (AOPA), Vistage International and Capitol City Trial Lawyers Association. You can learn more about Jim here.
CunninghamLegal helps people plan for some of the most difficult times in their lives, then provides guidance when those times come.
Joining with the Law Offices of Youngman Ericsson Scott, LLP
The CunninghamLegal Walnut Creek office is proud to have been entrusted with the legal practice of Estate Attorney Reed K. Scott, and the previous Law Offices of Youngman Ericsson Scott, LLP. Reed Scott continues “Of Counsel” to CunninghamLegal, and Estate Attorney Winston Duggan, previously of Youngman Ericsson Scott, continues full-time in the Walnut Creek Office.
Why You Should Have an Estate Planning Specialist
Choosing a Living Trust attorney shouldn’t be an easy or quick decision!
Estate planning is a dynamic, ever-evolving field that requires focused, specialized expertise. Often, lawyers handle estate plans as side businesses, and just don’t have the time or the knowledge to keep up with the forever-shifting California inheritance or “Death Tax” laws, to say nothing of federal inheritance tax shifts.
Inheritance laws change often and dramatically, and that applies to everything from trusts to taxes to IRAs. In 2014, 2017, 2019, there were countless changes in estate law and especially in 2020 and 2021, all of which should trigger a re-think of everyone’s estate plan.
That’s why every estate planning attorney at CunninghamLegal spends a substantial amount of time each month on professional development—attending webinars and seminars when they aren’t actually giving webinars and seminars themselves.
If you’ve run an internet search for “living trust attorney near me,” then you’ve made a great start, but you need to choose carefully. And please, make sure you don’t rely on some online trust generator! Your living Trust is way too important to trust to a computer—every single trust requires personal customization and attention, no matter how simple you think your estate is.
Do You Need a Local Estate Planning Attorney?
Yes, having a local office when it comes to your estate planning attorney really matters.
Estate Planning is an extraordinarily personal relationship that relies on trust. And even as the world adjusts to attorney video conferencing with Zoom, FaceTime, and the like, you will always want an estate planning attorney with a local office for signings and paperwork.
Just as importantly, your estate planning attorney must be able to maintain the right estate-related contacts with local accountants and financial planners—only a full-time Walnut Creek, Danville, Concord, Alameda, Martinez, Vallejo, San Francisco, San Rafael, Corte Madera, Pittsburgh, or Antioch area estate attorney will be able to do that. Your estate planning attorney and these local contacts can and should work together for you.
What is the Role of an Estate Planning Attorney?
The staff and attorneys at CunninghamLegal help people plan for some of the most difficult, stressful times in their lives, then provide guidance and expertise when those times actually come.
CunninghamLegal Estate Planning offices represent families of every type, large and small businesses, celebrities, working professionals, and people at every level of income and complexity of assets you can imagine—from very complex estates to small, “simple” ones.
Many of our clients work with us immediately after they’ve gone through losing a loved one, whether that loved one is a parent, spouse, sibling, partner, grandparent or anyone else who was important to them. Among other things, our role is to provide stability during those times, with the goal of guiding and protecting every single client who walks through our doors. That might include Trust Administration, Probate Representation, or guiding new Trustees through their appointed role after the death of a loved one.
We always approach our work with a strong sense of ethics, understanding, knowledge, and sensitivity, with every single client.
Make sure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are completely up to date with the latest laws and with whatever your current family situation is. And if you’re a trustee, make sure you protect yourself by learning what your responsibilities are!
We look forward to working with you!
Make an appointment to meet with CunninghamLegal Walnut Creek for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call the office at (925) 930-6000, or book an appointment online.