Robert E. Williams, Attorney at Law is a distinguished legal practice based in Monterey, CA, specializing in estate planning, probate, special needs law, and non-profit organizations. With nearly 50 years of experience serving the Monterey Peninsula, the firm stands out for its personalized, compassionate approach to helping clients navigate important life and legacy decisions.
Attorney Bob Williams focuses on building meaningful relationships with clients and their families to develop tailored plans that align with their unique desires and needs. Now operating remotely after retiring from his downtown Monterey office in August 2023, he continues to offer dedicated legal guidance with an emphasis on clarity, efficiency, and minimizing emotional and financial strain during sensitive times.
Services Offered
- Estate Planning
- Wills
- Probate
- Revocable Living Trusts
- Powers of Attorney (financial and health care)
- Lifetime giving to family or loved ones
- Charitable giving
- Charitable trusts
- Trust administration and termination
- Special Needs Trusts
- Non-profit organization formation
- Obtaining tax-exempt status from the IRS and California Franchise Tax Board
- Advising non-profit organizations
The firm primarily serves individuals and families throughout Monterey and the surrounding peninsula, with a focus on those seeking to protect assets, provide for loved ones, establish charitable legacies, or form non-profit entities. Services are available in English.
