Etchebehere Law Group

For individuals, families, and high-net-worth clients in Burlingame, California, and the broader San Francisco Bay Area, Etchebehere Law Group stands as a dedicated legal resource within the "Lawyers Near Me" category. Located at 1350 Old Bayshore Hwy Ste. 520, Burlingame, CA 94010, USA, the firm specializes in safeguarding legacies and providing peace of mind through comprehensive legal strategies.

The office environment at 1350 Old Bayshore Hwy Ste. 520 suggests a professional and accessible setting. Situated within a commercial building, the suite number indicates a dedicated office space designed for client consultations. While specific details about the interior aesthetic are not publicly detailed, one can expect a comfortable and confidential atmosphere conducive to discussing sensitive financial and personal matters. The firm maintains additional office locations in Marin and San Francisco, demonstrating a broad reach across the Bay Area. They also offer flexible consultation options, including phone and video calls, highlighting a modern and client-convenient approach to legal services.

Etchebehere Law Group provides personalized and comprehensive legal services with a focus on preserving and protecting clients' legacies into the future. They cater to a wide spectrum of clients, ranging from simple, modestly-sized estates to high-net-worth individuals, recognizing that no two situations are the same and offering customized planning tools. The firm is led by attorneys Patrick Etchebehere and Allie Etchebehere, who bring specialized expertise to their practice. Their core practice areas include:

• Estate and Trust Planning and Administration: This is a cornerstone of their practice. They assist clients in creating tailored estate plans, including wills and various types of trusts (e.g., simple living trusts, complex irrevocable trusts). They also provide guidance through the probate and trust administration processes, ensuring the proper handling of assets and fulfillment of the deceased's wishes.
• Asset Protection: Advising clients on strategies to protect their assets from potential creditors, lawsuits, or other risks, safeguarding accumulated wealth for future generations.
• Business Succession Planning: Helping business owners plan for the smooth transition of their businesses, ensuring continuity and the preservation of value for successors. This often involves integrating business assets into a broader estate plan.
• Tax Planning: Providing expert guidance on various tax implications, including estate, gift, generation-skipping, charitable, and income tax planning. They aim to minimize tax burdens and optimize wealth transfer strategies. Patrick Etchebehere holds an LL.M. in taxation, which further enhances the firm's capabilities in this complex area.
• Fiduciary (Trustee) and Beneficiary Representation and Counseling: Representing and advising both fiduciaries (such as trustees or executors) and beneficiaries in trust and estate matters, helping them understand their rights and responsibilities and resolving potential disputes.
• Entity Formation: Assisting clients with the formation of various entities, including businesses, foundations, and tax-exempt (non-profit) organizations, providing legal structure for their ventures and philanthropic efforts.
• Private Wealth Advising: Offering counsel on broader private wealth management strategies, often collaborating with clients' financial advisors and accountants to create integrated plans.
• Outside Counsel for Wealth Advisors: Providing specialized legal support to financial and wealth advisors, assisting them with complex legal aspects of their clients' financial planning.

The firm's website emphasizes their goal to "simplify the legal experience by providing services tailored not only to your legal needs, but also to your lifestyle." They highlight a "streamlined, dynamic approach to the practice of law" in a rapidly changing world.

Key features that distinguish Etchebehere Law Group, based on their self-description and available client feedback, include:

• Specialized Expertise in Wealth and Legacy Preservation: The firm's exclusive focus on estate planning, asset protection, and tax-related matters provides a deep level of expertise crucial for high-net-worth individuals and complex estates. Their attorneys possess advanced qualifications, such as an LL.M. in taxation, which is a significant differentiator.
• Customized and Comprehensive Solutions: They emphasize creating "truly customized solutions" and "tailored legal strategies" rather than a one-size-fits-all approach. This involves understanding each client's unique goals and financial picture to design a plan that provides "peace of mind."
• Client-Centric and Holistic Approach: The firm aims to make clients "feel confident with their life's financial picture." They take a "holistic approach" that is constantly evolving to meet client needs, suggesting a proactive and adaptive service model.
• Depth of Knowledge: A client testimonial praises their "depth of knowledge on all the issues surrounding my family's plan for the future," underscoring their comprehensive understanding of complex estate and tax laws.
• Professionalism and Efficiency: While direct client reviews are limited, the firm's structured approach to providing comprehensive legal services, combined with their emphasis on simplifying the legal experience, suggests a professional and efficient operation. Their ability to handle complex matters from simple trusts to intricate tax planning implies a streamlined and organized process.
• Accessibility and Modern Convenience: Offering in-person, phone, and video consultations, along with multiple office locations, demonstrates their commitment to client accessibility and modern legal service delivery.

In terms of promotional information, Etchebehere Law Group encourages prospective clients to "Book a consultation" to get started. They provide a direct phone number, (650) 288-0122, which also serves as their mobile contact (+1 650-288-0122). Their website is a primary promotional tool, detailing their practice areas and emphasizing their mission to protect clients' legacies. The firm highlights testimonials, such as one from a client who stated that "This type of counseling should be part of everyone's basic financial strategy," which serves as strong social proof. Their self-description as providing "personalized and comprehensive legal services" for both simple and high-net-worth estates is a key promotional message. The firm's focus on simplifying the legal experience and providing peace of mind through customized planning tools are central to their value proposition. The advanced qualifications of their attorneys, particularly in taxation, are also implicitly promoted as a mark of their specialized expertise. By offering comprehensive planning for asset protection, business succession, and tax minimization, they appeal to clients looking for proactive and thorough legal foresight.