The Law Office of Chip Allen, based in Sonoma, California, is an estate planning, estate administration, and small business planning law firm committed to meeting the legal planning needs of individuals, families, and small business owners. Through caring and compassionate counseling, and creative, solution-based legal services, Chip strives for a process that results in an exceptional experience and peace of mind for his clients.
Estate planning ranges from foundational planning for those with uncomplicated family situations and basic assets, to advanced planning for those with high net worth, more complex family issues, and charitable giving wishes. Chip counsels and educates clients on estate planning tools, such as Revocable Living Trusts and wills, as well as other types of trusts for asset protection, legacy planning, and reducing federal estate taxes. He will tailor a comprehensive plan to best suit the client's needs and hopes.
Estate administration is critical when a loved one passes away. Chip is there to help with the trust administration , or if there was no trust in place, the probate process.
Small business owners can protect their investment, through business entity selection and formation. Chip will help you to decide what is best for the business, for asset protection and for tax advantages. If the business is already well established he will help develop a business succession plan , for a planned, or unexpected, exit from the business.
Chip believes in a personalized approach, taking the time to understand each client's unique situation. In this complex world we live in, it is impossible to predict the future, but we can plan for it. Chip is able to provide his clients with plans that protect them and the ones they love, whether it is providing for a child with special needs or positioning the family business for transition to the next generation.
You are invited to contact our firm for a complimentary, no-obligation consultation, to discover how Chip can help you plan for yourself, your family, and your charities in this ever-changing world.