James P. Cashman

Mr. Cashman represents a wide variety of families and individuals in estate planning matters, including wills, living trusts, insurance trusts, complex trusts, educational trusts, charitable trusts, family partnerships, foundations and probate and estate administration matters. From 2008 through 2016, Mr. Cashman was recognized as a Northern California Super Lawyer in Estate Planning and Probate.

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Beau C. Correia

Mr. Correia’s primary area of specialization is Estate and Business Succession Planning with special focus on agriculture and closely held family businesses.  He strives to create an orderly and cost effective means to transfer his client’s wealth to the next generations with as little tax impact as possible.  He also counsels his clients with administering and…

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Anthony DeJager

Mr. DeJager began working at Berliner Cohen LLP in 2015.  Mr. DeJager’s primary focus is in estate planning matters, including wills, living trusts, insurance trusts, complex trusts, charitable trusts, family partnerships, and other estate administration areas.  Mr. DeJager is closely tied to the local agribusiness community through family, clientele and personal passion; he cares deeply…

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Kimberly G. Flores

Ms. Flores represents various individuals and businesses in general civil litigation matters.  She has a broad range of litigation experience, including real estate disputes, business and contractual disputes, large scale construction defect matters, personal injury and property damage claims, and trust and estate litigation.  In addition, Ms. Flores routinely represents employers in state and federal…

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Kevin F. Kelley

Mr. Kelley has over 30 years of experience in representing a variety of clients from closely held family businesses to large venture funds, investing in real estate, as well as publicly traded companies. This representation has included succession planning for family businesses, formation of all different types of closely held entities, 1031 exchanges, purchases and…

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Brandon L. Rebboah

Mr. Rebboah is an associate in Berliner Cohen’s Estate Planning Group. Mr. Rebboah counsels individuals and families on estate planning, estate administration, and probate administration matters. Additionally, Mr. Rebboah’s practice focuses on sophisticated wealth transfer strategies.

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Charles W. Volpe

Mr. Volpe represents a wide variety of clients in tax law matters, including estate planning and probate, family partnerships, private foundations, limited liability companies and partnerships, and tax planning for sales and exchanges.

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Sandra G. Sepúlveda

Ms. Sepúlveda is a member of the Firm’s Estate Planning Group.  She advises clients on estate planning issues and develops comprehensive plans to address their business and personal needs.  In addition to preparation of living trusts, trust administration and handling of probate matters, Ms. Sepúlveda’s practice focuses on sophisticated wealth transfer strategies, including the preparation…

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Brian L. Shetler

Responsiveness to clients is important to Mr. Shetler.  He takes his clients’ calls directly and strives to respond quickly.  Mr. Shetler’s trust and estate practice is focused on tax and estate administration issues. He works with corporate fiduciaries as well as families and individuals in establishing and carrying out plans to preserve and build legacies…

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Hiring Caregivers: Legal and Financial Considerations (Updated 2015)

Introduction “There’s no place like home.” That time-honored adage summarizes the motivations of people who want their children cared for at home as well as people who want to face advancing age, illness or infirmity in familiar surroundings. In either circumstance, in-home help may be necessary. These materials provide guidelines for those who are hiring…

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Estate Planning: Protection of Assets and Other Trends for 2014

While tax laws continue to affect estate plans, protection of assets has become an increasing priority as baby boomers age.  “There’s been a lot more conversation in the last five years about asset protection, not just about the client’s assets, but also about protecting the assets the children will eventually inherit,” says James P. Cashman,…

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Estate, Gift, Income and Planning Trends for 2014

As we approach the end of 2013, we thought it a good idea to summarize some of the significant tax law changes affecting our clients and give some insight as to the different estate planning trends we are seeing among our clients. Topics covered in this article: Estate, Income and Gift Tax Law Changes Defense…

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SCU Kasner Institute Presents Estate Planning Symposium

Berliner Cohen is pleased to be a sponsor of the Santa Clara University’s 6th Annual Jerry A. Kasner Estate Planning Symposium, Wednesday, September 29, 2010, 8:00 a.m. to 5:00 p.m., at the Doubletree Hotel, San Jose. This one-day estate planning seminar is for attorneys, accountants, certified life underwriters, bank trust and investment officers, financial advisers,…

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