Capitola Estate Planning Lawyers

I am an East Bay native with my own law practice since 2009. I am focused on helping my clients create custom plans for passing on their wealth and giving care-takers (future and current) the legal tools they need.

It all starts with a conversation, and it's best to have those conversations when it isn't "crisis mode." I prefer work with clients that understand the value and importance of having a plan; I don't need to spend my time convincing someone that they should have a plan (and there are plenty of attorneys that have thriving practices built on serving...

I have been licensed attorney for 33 years in general practice. I am licensed in three states specifically, Illinois , Colorado and California. I am married with three grown children. I primarily practice out of my San Ramon law office however all three licenses are active.

Please see the Camp Rousseau Montgomery, LLP web site at www.crmlegal.net/pc/

Charmian D. Tunney specializes in tax law and estate planning. Ms. Tunney's experience includes representation of individuals in connection with their family wealth and succession planning, including advice regarding gift and estate tax matters. She brings to the planning process a sensitivity to the personal and family issues involved. In addition, Ms. Tunney assists clients with various transactional planning matters. Her experience includes representation of corporations, individuals, and estates before the Internal Revenue Service, Franchise Tax Board and the United States Tax Court. She has also represented a variety of clients in corporate matters...