Kevin Courtney has been our family attorney
for over 20 years dealing with trusts and wills.
He is knowledgeable, honest and professional.
I highly recommend him.
What happens to your assets, both personal and business, at the end of your life? To avoid probate, and unwanted disputes, it’s important to have your estate plan in place now.
From simple wills and incapacity planning to complex multi-generational wealth preservation. Kevin Courtney provides the legal services necessary for a smooth transition.
– Probate avoidance
– Tax minimization
– Family protection
– Wealth transfer
– Wealth accumulation and preservation
– Private and charitable gifting
– Asset protection strategies
– Business succession
During your private consultation with Kevin, he will review a range of tools that are appropriate for your circumstances. From revocable living trusts and family partnerships to the alphabet soup mix of QPRTS, GRITS, GRATS, GRUTS, CRT’s, and irrevocable insurance trusts.
He also provides a complete range of post-mortem planning, tax analysis and administrative services.
Lawyer Kevin Courtney currently advises several hundred trust and estate planning clients. His long-term relationships with clients allow him to monitor their circumstances and, over time, make changes to their estate plans to reflect their current needs and wishes.
408.779.5101 • kevin@courtneylawgroup.com