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Preserving Your Wealth for Future Generations

A Law Firm Serving the Greater San Francisco Bay Area

Our Valued Reputation

No matter how daunting your situation, we have a reputation for calming your fears.

Businesses

Ensuring the proper formation, management, and transfer of your business

At BETA, our team is experienced in handling the details of establishing, running, or selling a business. We can also support you with business succession planning.

Families

Protect your assets for your loved ones through estate and trust planning

Estate planning and trust planning is not just for the wealthy. Let the team at BETA protect your interests and your wealth through estate planning tools like wills and living trusts.

Are you prepared for the future?

Don’t worry, we’ve got you covered.

When your business or life brings challenges great or small, BETA delivers answers with assurance.

More Questions?
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ABOUT US

We partner with our clients to resolve their prospective and actual controversies.

Whether we are helping to plan your estate or protecting you in court, we are experienced in representing clients in all aspects of tax, trust, and estate law. Find out what it’s like to work with a lawyer who takes your business personally.

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THE BLOG

Stay up to date on our latest news stories and tips

Our blog posts provide helpful information on taxes, estate planning, trust, and the latest developments in the law.

estate-planningEstate PlanningResource
May 13, 2020

How Often Do I Need an Estate Plan Checkup?

The When, Why, and How of Estate Planning Checkups Keeping your estate plan up-to-date is an important consideration and responsibility. While lots of people make an effort to create an…
GRAT-white-paperEstate PlanningResourceWhite Paper
May 13, 2020

The Complete Guide to Grantor Retained Annuity Trusts

Sophisticated Estate Planning with GRATs Grantor retained annuity trusts (GRATs) provide a solid foundation for long-term estate and legacy planning. This financial instrument is a great way to minimize wealth…
estate-family-planningEstate PlanningResource
May 13, 2020

What Every Family Needs To Know About Estate Planning

Does Your Family Need an Estate Plan? When you’re young and healthy, death is not something most people think about. In fact, many avoid thinking about it at all. That’s…

We're here to help.

We are here to help you with your individual or business tax planning, tax dispute resolution and tax litigation, contact us today.