Falk Barrot & Associates, LLP is a distinguished estate planning law firm dedicated to providing clarity, comfort, and peace of mind to individuals and families planning for their future. With a focus on personalized and attentive service, the firm stands out for its commitment to addressing the specific needs of each client through comprehensive and thoughtful legal strategies.
Leveraging more than 25 years of experience, the team specializes in wealth preservation and succession planning, offering customized solutions that align with client goals. Their approach is built on a foundation of deep expertise in estate and tax law, ensuring that every plan is both effective and tailored to protect clients’ legacies. They serve a diverse clientele, including families, business owners, seniors, and members of the LGBTQ community.
Services Offered
- Estate Planning
- Asset Protection & Business Planning
- Estate and Gift Tax Planning
- Family-Owned Business Planning
- Incapacity Planning
- IRA & Retirement Planning
- Legacy Planning
- LGBTQ Estate Planning
- Pet Planning
- Special Needs Planning
- Trust Administration & Probate
- Senior Resource Guidance
- SECURE Act Planning
- Advanced Estate Planning
- Basic Estate Planning
- Estate Planning for Niches
The firm is a member of The American Academy of Estate Planning Attorneys, underscoring its commitment to excellence and ongoing education in the field. They are based in San Carlos, California, and provide resources and support tailored to both consumers and professionals.
