estate planning and trust administration services

exceptional services for families and individuals in the san francisco bay area

Lauren was attentive to each and every detail. She is very kind, thoughtful and thorough and went above and beyond to make our experience stress free.
— The Dubasik Family
 Lauren Cappelloni Estate Planning Attorney San Francisco Bay Area

Cappelloni Law PC is committed to protecting you and your family during your lifetime and after your death, with regards to both financial matters and personal decisions.

Estate planning is the process of documenting your wishes regarding the management and disposition of your property interests upon your incapacity or death. This includes strategies to minimize potential estate and transfer taxes, planning for the disposition of your home, investments, business interests, life insurance and employee benefits and strategies regarding the management of your estate and the care of your person in the event of your disability.

Lauren’s approach to estate planning involves understanding the circumstances of your family and your lifetime and testamentary objectives.  When appropriate, she recommends and executes sophisticated techniques to reduce transfer and inheritance taxes.

As part of an estate planning package, you may receive:

  • Testamentary wills or a living trust with accompanying pour-over wills 
  • Beneficiary designations forms for retirement benefits (such as 401K plans and IRAs) and life insurance policies

  • Financial power of attorney documents 

  • Health care power of attorney documents

  • Burial or cremation instructions
  • A tangible personal property memorandum

  • An assignment for a living trust

  • Trust funding instructions

  • A deed and accompanying transfer documents for any residence for recording

Being able to apply the proper estate planning techniques and customize your plan based on your circumstances, values and beliefs is a function of experience and judgment that Lauren has developed over a decade. 

Exclusively focused on all aspects of estate planning, Lauren is adept at counseling clients through potentially challenging issues, such as difficult decisions regarding guardians and trustees, blended family situations, and planning for incapacity.  As a result, she creates the best plan for your estate with the least amount of difficulty and expense upon death.

Lauren is well versed in advanced estate planning techniques used to reduce or avoid estate tax and in assisting individuals with complex circumstances.  These include:

  • Advice regarding and the establishment of a variety of irrevocable trusts and other sophisticated planning techniques including life insurance trusts, special needs trusts, charitable trusts, grantor retained annuity trusts and trusts with generation-skipping transfer ("GST") tax provisions

  • Counsel on business planning matters including establishing limited liability companies for asset protection or succession purposes as well as general business succession planning to keep ownership of a business under an individual or family’s control

  • Establishing special needs trusts to allow individuals to continue to receive government benefits to continue without an asset distribution jeopardizing their eligibilty

  • Advise and implement gifting strategies allowing individuals to give annual exclusion amount gifts during their lifetimes to reduce their taxable estates, including the preparation of trusts for minors designed to receive such funds

Estate planning is important for everyone, but especially for families with children.

 Lauren Cappelloni Estate Planning Attorney San Francisco Bay Area

A comprehensive estate plan includes designating a guardian for minor children in the event the appointment of a guardian is necessary. This may include specification regarding persons that you do not wish to act as guardian.

In addition, our estate planning documents include carefully drafted provisions regarding the manner in which property is to be distributed to children and more remote descendants. 

These provisions reflect our discussions regarding a variety of options to segregate property for children or allow the distribution of property to children at staggered ages.

We help trustees navigate the trust administration process to ensure they properly administer estates.

Trust administration is the process of managing a trust that is carried out by the successor trustee after the trustors have become incapacitated or passed away and the trust has become irrevocable. When an individual or corporate entity is named as a successor trustee and it becomes time to act, we advise on how to execute and fulfill their duties as trustee.  We counsel on all stages of the trust administration process including the preparation and filing of any court documents, the gathering and distribution of trust and non-trust property, accountings, and tax filings.  We also represent and advise trust and estate beneficiaries regarding their rights and entitlements to trust property. 

Let's work together to put your affairs in order.

After a complimentary phone consultation and your decision that Cappelloni Law PC is the right fit for you, we will meet in person at our office in the San Francisco financial district or in your home.  At our initial in person meeting we will review the various property interests that comprise your estate as provided in a firm questionnaire that you complete, and we will review your planning objectives.  We will then discuss a range of options to achieve your intent and provide legal advice and counseling based on years of experience in estate planning and administering both simple and highly complex trusts. 

Once we have decided on a plan you will have the opportunity to review draft documents that have been carefully prepared and tailored to your circumstances.  Following your opportunity to further discuss any matters, we will meet again to have your documents properly executed.  During this process you may take all the time you need to further reflect on your options and ask additional questions.  

Cappelloni Law PC offers flat fee arrangements for estate plan packages that are competitively priced and depend on the complexity of the plan to be established, taking into account both personal and tax planning objectives.  Trust administration services are provided on an hourly basis. 

Meet Lauren

Lauren Cappelloni distinguishes herself based on the depth of her knowledge of estate planning and trust administration, from the initial drafting stage through the administration of estates.

After a year practicing litigation at Nixon Peabody, a prestigious international law firm, Lauren joined Botto Law Group LLP, a boutique estate planning and administration firm, in 2008 in order to focus exclusively on the area of law in which she is most interested.  Six years later, she was named a partner.  In 2018, after ten years of practice dedicated exclusively to estate planning and administration, including drafting plans for clients that became dear friends and then helping their relatives and friends administer their estates once they passed, Lauren decided to open Cappelloni Law PC as her own firm to further tailor her practice and allow for greater flexibility in servicing her clients.

 Lauren Cappelloni Estate Planning Attorney San Francisco Bay Area

Lauren is a dedicated San Franciscan and was born and raised in the Bay Area.  She graduated summa cum laude from the University of Pennsylvania and established roots in San Francisco during law school at Hastings College of the Law, where she a member Hastings Law Journal.  Lauren and her partner, two children, and German Shepherd rescue dog all love living in the Bay Area and can often be found walking on Ocean Beach, in Golden Gate Park and spending time with family and friends.  Lauren also volunteers in her children's schools and in the Hastings Alumni Mentor program.

Contact us to schedule your complimentary consultation.

Office:
351 California St. Suite 600
San Francisco, CA 94104

Phone:
415-876-4359

Email:
lauren@cappellonilaw.com

 
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