Randall Klotz

Attorney Advertising: Experienced Corporate, Business, Real Estate, Land Use, Environmental, Estate Planning, and Planned Giving Counsel, representing nonprofits, foundations, and high net worth families and individuals, with focus on family business, trusts & estate planning, business succession, and overall wealth management. Accomplished Virtual Corporate Counsel, with focus on advice to CEO's and directors, entity formation, employee issues, real estate, and wealth management. Superior knowledge in all areas of estate and financial planning, fiduciary administration, investment management, income and estate taxes, and regulatory requirements and compliance. Extensive background in the legal review and analysis of trust documents, risk management, trust litigation, and real estate asset management. Worked with a fortune 500 company, several top-tier financial institutions, and a national law firm. Licensed CA attorney with highest national attorney rating (AV-Preeminent 5.0 Rating - see Martindale.com) and CA real estate broker. Professional Fiduciary: Act as Trustee, Conservator, and Guardian for seniors, disabled persons, children, and trust beneficiaries. Also act as agent under durable powers of attorney. Manage matters for clients, such as daily care, housing, medical needs, and financial management services, ranging from basic bill paying to estate and investment management.