Golden Gate Bridge, San Francisco, CA
PLAN FOR THE FUTURE WITH US
  • SERVING OUR CLIENTS SINCE 1972
  • BOARD CERTIFIED SPECIALIST
  • 100% COMMITTED TO CLIENT SATISFACTION
  • PERSONALIZED REPRESENTATION
  • FINANCIAL ADVISORS & LITIGATORS
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YOUR ESTATE, YOUR PLAN, OUR FIRM
  • OFFERING A SECURE CLIENT PORTAL
  • NOTIFICATIONS & STATUS OF DOCUMENTS
  • SECURE MESSAGING WITH ATTORNEYS & STAFF
  • REQUEST APPOINTMENTS
  • CONVENIENCE OF ONLINE PAYMENTS
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48 YEARS OF EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
Read More…
 
 
Hales & George Law Firm, Saratoga, CA
PLAN FOR THE FUTURE WITH US
  • SERVING OUR CLIENTS SINCE 1972
  • BOARD CERTIFIED SPECIALIST
  • 100% COMMITTED TO CLIENT SATISFACTION
  • PERSONALIZED REPRESENTATION
  • FINANCIAL ADVISORS & LITIGATORS
Read More…
 
YOUR ESTATE, YOUR PLAN, OUR FIRM
  • OFFERING A SECURE CLIENT PORTAL
  • NOTIFICATIONS & STATUS OF DOCUMENTS
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST APPOINTMENTS
  • CONVENIENCE OF ONLINE PAYMENTS
Read More…
 
48 YEARS EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING TRUST ADMINISTRATION BUSINESS PLANNING PROBATE ESTATE & GIFT TAX
Read More…
 
 
Tranquil Blue, Florida Keys, by Peter Lik
PLAN FOR THE FUTURE WITH US
  • SERVING OUR CLIENTS SINCE 1972
  • BOARD CERTIFIED SPECIALIST
  • 100% COMMITTED TO CLIENT SATISFACTION
  • PERSONALIZED REPRESENTATION
  • FINANCIAL ADVISORS & LITIGATORS
Read More…
 
YOUR ESTATE, YOUR PLAN, OUR FIRM
  • OFFERING A SECURE CLIENT PORTAL
  • NOTIFICATIONS & STATUS OF DOCUMENTS
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST & TRACK APPOINTMENTS
  • CONVENIENCE OF ONLINE PAYMENTS
Read More…
 
48 YEARS EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
Read More…
 
 
Hakone Gardens, Saratoga, CA
PLAN FOR THE FUTURE WITH US
  • SERVING OUR CLIENTS SINCE 1972
  • BOARD CERTIFIED SPECIALIST
  • 100% COMMITTED TO CLIENT SATISFACTION
  • PERSONALIZED REPRESENTATION
  • FINANCIAL ADVISORS & LITIGATORS
Read More…
 
YOUR ESTATE, YOUR PLAN, OUR FIRM
  • OFFERING A SECURE CLIENT PORTAL
  • NOTIFICATIONS & STATUS OF DOCUMENTS
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST & TRACK APPOINTMENTS
  • CONVENIENCE OF ONLINE PAYMENTS
Read More…
 
48 YEARS EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
Read More…

About Us

Hales & George is a family-owned law practice with over 48 years serving thousands of clients on matters of estate planning, trust administration, probate, estate & gift tax, and business planning.

Our Team

The success of our firm depends on the dedication of the people behind it. The Hales & George team is composed of highly-trained and experienced professionals who help our clients achieve their goals by delivering first class service partnered with a personal touch.

Our Team

The success of our firm depends on the dedication of the people behind it. The Hales & George team is composed of highly-trained and experienced professionals who help our clients achieve their goals by delivering first class service partnered with a personal touch.

Our Practice

Hales & George Law Firm provides clients with high-quality Estate and Business Planning Services. A typical estate plan consists of a Revocable Living Trust, Exhibit A, Pour-Over Will, Certificate of Trust, Durable Power of Attorney, Advance Health Care Directive, Agreement As to the Status of Property, after property tax, and Nomination of Guardian (if minor children). We also help clients with documents to transfer assets into their Trust, obtain new basis on assets at the time of death, avoid property tax reassessment review proper beneficiary designations on life insurance and pension type plans like IRAs, 401(k), etc.

AREAS OF EXPERTISE

Estate Planning

Estate Planning primarily focuses on drafting legal documents that serve to protect the assets of loved ones in the event of incapacity or death. Well-designed estate plans help to minimize or entirely avoid any legal fees or taxes imposed at death, serve to guarantee that assets are distributed in accordance with the wishes of the deceased.

Probate

Probate is an expensive and time-consuming legal process required in California when an individual dies with a Will or with no estate plan (intestate). In Probate the court supervises a process to ensure that all debts, taxes, and expenses are paid before the deceased’s remaining assets are distributed to the proper beneficiaries.

Business Planning

Clients who have business interests have natural concerns as to who will own and manage their business in the event of disability, death or retirement. As a family-owned business, Hales & George attorneys are well aware of the many challenges related to ensuring equitable and peaceful transfers of a business and its assets to the next generation and beyond. We have unique options in our planning documents to ensure your business assets are sheltered, managed and ultimately distributed according to your wishes.

Trust Administration

Hales & George attorneys have assisted thousands of Successor Trustees to simplify the trust administration required after death. We understand the passing of a loved one is a difficult time. We are confident we can reduce the complications of the trust administration process and compassionately help the Successor Trustees avoid Probate, maximize tax reduction and guarantee beneficiary distribution.

Estate & Gift Tax

Arrangements are needed to preserve an estate for the beneficiaries, estate planning solutions and a strategy of making lifetime gifts while you are alive can reduce the amount your heirs will pay in estate taxes. Individuals have an exemption equivalent amount that can be utilized during their lifetime or upon death to reduce estate taxes.

Estate & Trust Litigation

Situations requiring litigation are due to claims against an Estates for disputes, i.e., legal capacity, undue influence; as well as Trust disputes relate to trustees not following the terms of the trust and misappropriation of trust assets and breaching other fiduciary duties. In these situations, Hales & George partner with the best litigators in the Silicon Valley, forming a team to assist you and your family.

AREAS OF EXPERTISE

Estate Planning

Estate planning focuses on avoiding expensive legal procedures like probate and conservatorships while ensuring that your estate and businesses pass to the intended beneficiaries.

Trust Administration

Hales & George attorneys have assisted hundreds of named Trustees to simplify the trust administration process and represent and protect the Trustees during a difficult time. We are confident that we can reduce the complications of the Trust Administration process while avoiding probate, limiting or eliminating taxes, and ensuring the proper titling for assets distributed to the intended beneficiaries.

Probate

Probate is a legal procedure where estates are administered when the deceased dies with a will or with no estate plan (intestate). In Probate, the court supervises the legal process to ensure that all debts, taxes, and expenses are paid before the deceased’s, remaining assets are distributed to the proper beneficiaries.

Estate & Gift Tax

In order to preserve an estate for your children and beneficiaries, estate planning solutions exist, which utilize a strategy of making lifetime gifts to reduce or eliminate federal estate tax. Our attorneys are able to provide strategies and techniques, using annual gift tax exemptions, lifetime estate, and gift tax exemptions, discounting, and irrevocable trust to reduce an estate for purposes of federal estate tax.

Hales & George attorneys continuously monitor change in state and federal law and inform clients of new provisions that affect them.

Business Planning

Clients who have business interests have natural concerns as to whom will own and manage their business in the event of disability, death or retirement. As a family-owned business, Hales & George is well aware of the many challenges related to ensuring equitable and peaceful transfers of a business and its assets. We can offer strategies to ensure your business and it’s assets are sheltered, managed and ultimately distributed in accordance with your wishes.

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