Chambers Review
Provided by Chambers
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 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.
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.
Notable practitioners
Patrick McCabe is a highly regarded attorney for his tax, estate and business planning expertise.
I would recommend Patrick to everyone who needs estate planning work.
Patrick is a really smart guy and very, very capable.
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 great attorney and a leading expert on the California taxation of generation-skipping trusts.
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.
Danielle Zaragoza represents high net worth individuals in estate planning, trusts and estate administration and probate litigation.
Danielle is measured, responsive and careful.
Danielle has always been about delivering the right advice for the client.
Danielle is an excellent attorney. She is highly-skilled, personable, and able to penetrate complex issues and find the right solution for the client.
Florence Jao acts as estate and family wealth planning counsel for families and individuals.
Florence is a very good lawyer.
Florence is up to speed, engaged and becomes aware of client personalities and differences very quickly. She is a pleasure to work with.