Practice Areas

Practice Area Details

Estate Planning & Wealth Management

RMKB strives to provide superior counseling in matters of estate and succession planning for individuals as well as businesses including the preparation of trusts, wills, tax and estate plans to address each individual’s personal goals as well as their business needs.  The attorneys based in the Silicon Valley area have extensive experience regarding estate and succession planning, and RMKB realizes that every client we undertake has their own unique goals of what they want to get out of their business and personal plans for the next generation.  We also endeavor to find creative tax-saving and non-tax planning objectives to transfer businesses and other assets to future generations without diminution of those assets.  Our attorneys focus on area including:

  • Wealth transfer planning  
  • Trust and Estate planning 
  • Business succession planning
  • Closely held business planning
  • Charitable planning
  • Tax counseling
  • Income and estate tax planning for foreign nationals