Estate Planning | Trust Admin & Probate | Tax Planning | Trust & Estate Litigation
I counsel clients through all phases of estate planning with an emphasis on educating clients and guiding decision making with simple, practical and cost-effective solutions. I also prepare all related documents including wills and trusts
TRUST & ESTATE LITIGATION
I counsel clients on key concepts and decisions when faced with trusts and estates disputes
I help clients effectively administer wills and trusts when the time comes
I carefully review client assets and implement legal strategies to minimize taxation and maximize distributions to… read more beneficiaries
I counsel clients through all phases of the probate process
- Tax Planning
- Other Tax Matter
- Business Formation Consults
- Corporate Dissolution
- Corporate Formation
- Operating Agreement
"My sister and I were named as the trustees of our mom's trust and we saw Marc when our mom passed away. We really didn't know what we needed to do or how we could collect our mom's bank accounts and pay bills and eventually sell the house. There were some complicated family issues to deal with too. Marc made everything so simple and easy. He explained exactly what we needed to do and how to do it, and he was key to getting the whole family on the same page. In no time we were able to collect the accounts, pay my mom's last bills, and make cash distributions to everyone - at a fixed fee! We knew EXACTLY how much the whole thing was going to cost. Marc even helped us make important strategic tax decisions that ultimately saved my siblings and i A TON of income and capital gains taxes that would have been payable by my mom's estate, which MORE than covered his legal fees. His services were demonstrably valuable! We are very pleased to have found Marc, and my sister and I would recommend him to everyone!"
"My wife and I saw Marc to help us do our estate planning and he's a fantastic attorney. Marc explained everything from the standpoint of an actual trust administration - what really happens when we pass away and the trust goes into effect. We'd read a little bit about trusts and why they're important, and we watched some videos on how they work, but Marc explained how the actual administration of the trust will really happen when one of us passes away, which we had never heard before. We really didn't understand that process. That perspective really helped us make practical and cost-efficient decisions, and he talked us out of making some overly-complicated provisions which would have made the administration unnecessarily expensive and difficult. He's responsive, very smart, and he actually seems to care about us as people. He wasn't trying to sell us anything - he just presented the options and explained why he thought a particular approach was best for our situation. I would recommend Marc to anyone."
Gaw Van Male, LLP
Jul 2015 - Present
I counsel clients in all areas of basic and advanced estate planning with an emphasis on practical, cost-effective and plain language advice. I help educate clients on key concepts to inform their decision making.
TRUST ADMINISTRATION & PROBATE
I counsel clients on all areas of trust administration and probate, including asset collection, accounting, notices, and distributions.
Law Offices of Machiavelli Chao
Jun 2005 - Jun 2011
Assist with all phases of estate planning and business formation, maintenance, governance, formalities and dissolution.