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Trust Service in Palo Alto, California

Gadi Zohar, Esq. photos
Gadi Zohar, Esq., Palo Alto
Palo Alto / California / United States
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When it comes to estate planning, Gadi Zohar has the skills and experience to guide you, explain your options and pursue a legal plan custom-made for you and your family. You want to have control in deciding what happens to your estate. We help you establish a trust, craft a will and can even help settle your estate during the probate process, making sure that all bills and taxes are paid and settling any disputes among heirs. Well-versed in estate planning law, he listens, provides invaluable advice and works alongside you. Estate planning is important and that’s why you need a skilled attorney who can help you come up with a plan that fits you.
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Gadzo Law, P.C. photos
Gadzo Law, P.C., Palo Alto
Palo Alto / California / United States
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Our principal, Alexandra Gadzo, is a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization. She earned her Bachelor of Arts from the University of Chicago in Political Science and her Juris Doctorate from University of California, Hastings College of Law. She also holds an LL.M. in Taxation from Golden Gate University School of Law, from which she graduated with honors. Alexandra is also a licensed real estate broker. Prior to founding her own practice, Alexandra worked as a tax consultant with an accounting firm and as a Trusts and Estates Associate at a prestigious Palo Alto based law firm.
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Boston Private photos
Boston Private, Palo Alto
Palo Alto / California / United States
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Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles, Palm Beach and Naples. Private banking and trust services are provided through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC Registered Investment Adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company. Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit bostonprivate.com Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, an SEC Registered Investment Adviser and wholly owned subsidiary of Boston Private Bank & Trust Company.
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