Estates & Trusts


Estate Planning for California



Offices in San Francisco and Oakland



Estates and Trusts is certified by the California State Bar as a Specialist in Estate Planning, Trusts and Probate.



Services



We are committed to providing you with the best possible estate plan for your needs, with complete choice and control and maximum legal protection and savings for yourself and your heirs.


We are committed to making sure you understand the process, feel confident about your decisions, and know that you have done something positive for yourself and your loved ones.


We are committed to having a relationship with you in which you know you can call on us for any reason, either now or in the future, and we are committed to giving these results on a continuing basis.



Planning



We interview and listen to you to find out what you want and need need in your estate plan.

We advise you how to best leave things for your family and loved ones.Then we prepare things like living trusts and wills for you.

We add in protection for you and your family in case you become incapacitated:
A power of attorney for your finances.
A power of attorney for your personal care.
A power of attorney for your medical decisions.



Taxes



We focus on your avoiding estate and gift taxes.

We analyze and propose tax saving approaches.

We help you put your choices into action.

If necessary we prepare:
Federal estate and gift tax return
State estate tax returns



Administration



When the time comes, we assist your loved ones.

If we made your plan we assist in putting your plan to work

Even if another lawyer made the original plan:
We put it in action
Update it if necessary

We take your estate through probate, if necessary.



Attorneys



Kristen Bargmeyer



Kristen Bargmeyer is an Estate Planning and Bankruptcy Attorney and Mediator. She works as a solo practitioner with Bargmeyer Law and is of Counsel to Steele, George, Schofield, and Ramos, LLP. Kristen is currently the Chair of the Barrister’s Section and on the Board of the Bankruptcy Section for the Contra Costa County Bar Association. She volunteers regularly, doing pro bono work with ALRP in San Francisco and moderate means work with the Contra Costa Bar.


She graduated in 2008 from the University of Minnesota Law School. Before opening her own firm, she worked for a research center at UC Berkeley Law School and at Community Boards mediation clinic in San Francisco.


Kristen is a member of both the California and Washington Bar Associations.



Serving the East Bay and San Francisco





We serve clients from throughout the East Bay and San Francisco, including Contra Costa County, Alameda County, San Francisco County, Solano County, and Napa County.

If you live or work in or around Walnut Creek, Martinez, Berkeley, Oakland, San Francisco, Daly City, Concord, Emeryville, El Cerrito, Richmond, Hayward, Pleasant Hill, Alamo, Castro Valley, Vallejo, Pinole, Hercules, Richmand, El Sobrante, Pittsburgh, Antioch, or American Canyon, our offices can help.



Please send all mail to:

1430 Spruce St., Berkeley, CA 94709


San Francisco

605 Market St., Suite 505

San Francisco, CA 94105

510.465.3838


Berkeley

510.465.3838


Washington State

704 228th Ave NE #936

Sammamish, WA 98074

510.465.3838



You helped us through the whole process. We are so glad we did the trust – now we can really relax. Thank you!



Carl McKinney, Burlingame, CA



Living Trusts were something we had heard of, but didn’t know much about. We had no idea the difference one could make with our estate planning. At your seminar we learned so much, and we know we made a great decision having you do a trust for us.



Dan and Regina Ellis, Berkeley, CA



Doing a trust was so much easier than I thought it would be. Peter made everything very clear and easy to understand. I even explained it to my family, and now everyone feels better!



Evelyn Branman, San Francisco



Contact Us





We will be in touch as soon as possible to discuss your questions








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