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Estate Planning

Here are a few common estate planning questions which SRG clients are urged to ask themselves:

  • How should I take title to my new home?
  • How should I take title to my new investment property in order to minimize my legal exposure?
  • What are the consequences, if any, of adding another person to title on my property?
  • Can a living trust protect my property from creditors?
  • If I have my property in a living trust, will I be able to refinance it?
  • Can I avoid property tax reassessment on property I have inherited from my family?
  • If I am incapacitated, who will take care of my house for me?
  • When I die, will my property be subject to probate?

  • Jeffrey Tachiki is an estate planning attorney who has advised hundreds of clients on protecting their property in the event of incapacity or death. Nominated as a Superlawyers Rising Star for 2009 and 2010, Jeff has presented at the Berkeley Association of Realtors on the estate planning issues that homeowners face, and advised numerous clients through probate and the post-mortem trust administration process, which often involves the sale of real estate. Jeff is a member and Vice Chair of the Trusts and Estates Committee for the Alameda County Bar Association, and a member of the East Bay Trusts and Estates Lawyers and Asian American Bar Association, Bay Area Chapter.

    Jeff can be contacted by phone at 510.527.0900, by e-mail at jeff@tachikilaw.com, or on his website at www.tachikilaw.com/about. His office is located at 1400 Shattuck Avenue, Suite 8, Berkeley, California 94709.