Private Wealth Law - California: Northern
What the Team is Known For
Shartsis Friese covers a broad range of trusts and estate planning and administration issues.
Strengths
"Shartsis Friese has a very strong base of knowledge in the law and is very good at thinking of creative solutions to problems."
"Shartsis Friese are very good at finding ways to communicate priority issues to clients, and patiently explain technical tax issues with examples so clients could understand the impact of decisions."
"Shartsis Friese have a great team of attorneys that are knowledgeable in a variety of legal matters. It is fantastic how many specialty groups and how much technical knowledge they have at one firm."
Notable Practitioners
Patrick McCabe is a highly regarded attorney for his tax, estate and business planning expertise. "Patrick is a really smart guy and very, very capable." "I would recommend Patrick to everyone who needs estate planning work."
Richard Kinyon has a solid reputation for handling estate and tax planning for high net worth individuals. He is revered by market commentators. "Dick is a leader in the field. He remains very attentive to clients and an active problem-solver. It is hard to beat his tax and estate planning knowledge and wealth of experience." "Dick has time and again surpassed expectations on providing timely advice on complicated trust matters." "Dick is a great attorney and a leading expert on the California taxation of generation-skipping trusts."
Danielle Zaragoza represents high net worth individuals in estate planning, trusts and estate administration and probate litigation. "Danielle is an excellent attorney. She is highly-skilled, personable, and able to penetrate complex issues and find the right solution for the client." "Danielle is measured, responsive and careful." "Danielle has always been about delivering the right advice for the client."
Florence Jao acts as estate and family wealth planning counsel for families and individuals. "Florence is up to speed, engaged and becomes aware of client personalities and differences very quickly. She is a pleasure to work with." "Florence is a very good lawyer."
