Friedemann Goldberg Wargo Hess LLP

estate planning

Friedemann Goldberg Wargo Hess LLP’s estate planning attorneys are viewed in the highest regard by their peers, have frequent speaking engagements, and are authors of articles and book chapters on family limited partnerships, generation-skipping transfer tax, business succession, and domestic partnerships.  Our team’s experience spans the full spectrum of Estate matters.

We have extensive experience in drafting estate plans for clients with wide-ranging needs – from the high net worth to those with more traditional needs – with the same level of care and courtesy as we would expect for ourselves. We strive to relieve our clients’ concerns and ensure the maximum level of asset security through decreased tax liability and thoughtful generational wealth transfers. We strive to relieve our clients’ concerns and to handle matters with the same level of care and courtesy that we would expect for ourselves and our families. 

Our high quality product and results are derived from our high quality team which is led by partners Steven M. Goldberg, Ronald P. Wargo, Stephanie Barber Hess, and Mia R. Bowler. Both Mr. Goldberg and Mr. Wargo are Certified Specialists in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization.  Mr. Goldberg is a three-time winner of Worth Magazines “100 Best Estate Planning Attorneys in the Nation.”

wills

trusts

Drafting a legally sound will is a critical component of estate planning. Our experienced attorneys work closely with clients to create wills that accurately reflect their intentions regarding asset distribution, guardianship of minor children, and other important matters. We guide you through the process with clarity and attention to detail, ensuring that your wishes are clearly articulated and legally enforceable.

Our firm assists clients in preparing various trusts, both revocable and irrevocable.  These trusts often benefit family members, charities, or both.  The trusts are designed to minimize estate, gift, generation-skipping, income taxes, and property taxes.  We are licensed in several jurisdictions, including California, Oregon, Washington, Nevada, and Texas.