Galen Griepp is a State Bar Certified specialist, offering services in estate planning and related areas. He has been in practice for 40 years and is proud to note that most of the firm's new clients are the result of referrals from long-term satisfied clients.
"Our clients tell us that they are concerned about everything they own and everyone they love. Our mission is to translate that love and concern into an estate plan that reflects your values, attitudes and the uniqueness of your family, relationships, and life circumstances.
We help you create a loving link between your hopes, dreams, needs and goals, and a one-of-a-kind plans for you, your loved ones, and your business. Customized estate planning is NOT a luxury; it's a necessity.
We embrace a professional team approach to estate planning. As part of our ongoing commitment to client service, we strive to build and maintain contacts with our clients' other professional advisors, so that our work affirms and enhances each client's goals and plans, both short- and long-term.
One-shot service is not our style. We work hard to build and retain client relationships.
We recognize an obligation to the consumer, not to 'sell' an idea or service, because we know that when intelligent people are given access to valuable information, they will make sound decisions."
Estate Planning for families, singles, and partners
Trust Administration Business Succession Planning Charitable Tax-Advantaged Planning Probate Administration Maintenance and Update Program for personal estate planning and small businesses
Singles, couples or partners who:
own real estate or other property; or are responsible for minor children; or have moderate to high net worth; or have needs in the following areas: non-U.S. residency blended families special needs child or adult small business ownership structured charitable gifts family foundations.
Trustees and administrators of estates of others.
There is no industry that we do not serve.
Information Not Available
Social Clubs
(See LinkedIn profile for full C.V.)
Charities
Go For Broke Foundation Casa de Las Amigas Hillsides Home
Graduate Degrees
J.D. Loyola Law School M.S.Tax Golden Gate University
College Degrees
B.A., Claremont McKenna College
Speaking/Teaching
Experience
Nat'l Network EP Attys CA Dept of Ins. Contg Educ Provider
Organizations
State Bar Trust & Estates WealthCounsel,LLC. Advisors Forum
