COVID-19 UPDATE:

We are open virtually and available to assist in these uncertain times.

Due to shelter-in-place regulations, we are currently only offering virtual appointments by phone or Webex.

The well-being and safety of our clients, staff and their families is always our top priority, please be safe!

Read More…

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
Read More…
48 YEARS OF EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
Read More…
 
 

COVID-19 UPDATE:

We are open virtually and available to assist in these uncertain times.

Due to shelter-in-place regulations, we are currently only offering virtual appointments by phone or Webex.

The well-being and safety of our clients, staff and their families is always our top priority, please be safe!

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
  • SECURE CLIENT PORTAL
  • NOTIFICATIONS & DOCUMENT UPDATES
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST APPOINTMENTS
  • CONVENIENT ONLINE PAYMENTS
Read More…
 
48 YEARS EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
 
 

COVID-19 UPDATE:

We are open virtually and available to assist in these uncertain times.

Due to shelter-in-place regulations, we are currently only offering virtual appointments by phone or Webex.

The well-being and safety of our clients, staff and their families is always our top priority, please be safe!

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
  • SECURE CLIENT PORTAL
  • NOTIFICATIONS & DOCUMENT UPDATES
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST APPOINTMENTS
  • CONVENIENT ONLINE PAYMENTS
Read More…
 
48 YEARS EXPERIENCE SERVING CLIENTS
  • ESTATE PLANNING
    TRUST ADMINISTRATION
    BUSINESS PLANNING
    PROBATE
    ESTATE & GIFT TAX
Read More…
 
 

COVID-19 UPDATE:

We are open virtually and available to assist in these uncertain times.

Due to shelter-in-place regulations, we are currently only offering virtual appointments by phone or Webex.

The well-being and safety of our clients, staff and their families is always our top priority, please be safe!

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
  • SECURE CLIENT PORTAL
  • NOTIFICATIONS & DOCUMENT UPDATES
  • SECURE MESSAGING WITH ATTORNEYS
  • REQUEST APPOINTMENTS
  • CONVENIENT 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 serving thousands of clients since 1972. Our experienced attorneys specialize in 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 deliver first-class service to our clients.

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 strive to deliver first class service to our clients.

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, and Nomination of Guardian (if minor children). We also help clients with documents to transfer assets into their Trust, designate proper beneficiary designations on life insurance and qualified plans, obtain new basis on assets at time of death and avoid property tax reassessment.

AREAS OF EXPERTISE

Trust Administration

Hales & George attorneys have assisted thousands 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.

Estate Planning

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

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.

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 trusts to reduce an estate for purposes of federal estate tax.

Hales & George attorneys continuously monitor changes 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 businesses are sheltered, managed and ultimately distributed in accordance with your wishes.

AREAS OF EXPERTISE

Estate Planning

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

Trust Administration

Hales & George attorneys have assisted thousands of trustees to simplify the trust administration process and represent and protect the trustees during a difficult time. We are confident we can reduce the complications of the trust administration process while avoiding probate, reducing 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 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 exclusions, discounting, and irrevocable trusts to reduce an estate for purposes of federal estate tax.

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 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 businesses are sheltered, managed, and ultimately distributed in accordance with your wishes.

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