Alma Soongi Beck
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|What We Do: Provide personalized service for individuals and families with an approach that is easy to understand, thorough and effective.
Areas We Serve: Our main office is located in San Francisco, near the Glen Park BART station, right off of the 280 and 101 Freeways. We have clients based in San Francisco and Los Angeles Counties as well as surrounding counties, including Alameda, Contra Costa, Fresno, Marin, Orange, Sacramento, San Mateo, Santa Clara, Sonoma and Yolo Counties.
Services We Provide:
- Drafting of wills, Trusts, Powers of Attorney
- Property Tax Planning issues for Unmarried and Same-sex Couples
- Asset and Creditor Protection Planning
- Federal gift, estate and generation-skipping transfer tax issues for individuals, couples and families
- Charitable Planning; Charitable Remainder and Lead Trusts
- Probate Administration
- Trust and Estate Administration
Domestic Partnership – Registration; Federal Tax Issues
- Information and counsel about California State and local domestic partnership registries
- Information and counsel on rights and responsibilities under same sex marriage
Property Co-Ownership Issues
- Property Co-ownership and Co-tenancy Agreements
- Issues relating to Formation and Dissolution of Unmarried and Same-Sex Relationships
- Property titling issues for unmarried and same sex couples purchasing or refinancing property