Business and Corporate Law

• Business Transactions
  Rick’s practice focuses on estate planning, trust and estate administration, and real estate and business transactions. He is a member of the State Bar of California, the Monterey County Bar Association, and the Trust and Estate Sections of the California State and Monterey County Bar Associations. He is rated “AV-Preeminent” by Martindale-Hubbell.

Property Law

• Real Estate Transactions
  Mark’s practice specializes in estate planning, trust and estate administration and post-mortem planning. Mark has extensive experience in the preparation of wills and trusts, administration of decedent’s estates and trusts, and matters concerning wealth transfer, charitable planning, tax planning, family business operations and succession, and real estate transactions. Mark is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is also AV-rated by Martindale-Hubbell and has been recognized as a “Super Lawyer” on the Northern California Super Lawyers® list.

Trusts and Estates

• Estate Planning
  Will was born and raised in Salinas and graduated from Palma High School. He is a member of the California State Bar, the Monterey County Bar Association, and the Trust and Estates Section of the Monterey County Bar Associations. He enjoys playing golf and spending time with his family.
• Wills
• Trusts
  Attorneys of the firm also have significant experience advising trustees, executors and beneficiaries, while working collaboratively with each client’s tax, investment and other professional advisors, in the administration of trusts and estates. These services include all aspects of administration, such as the inventory and valuation of assets, issuance of statutory notices, responding to creditors, reviewing and/or preparing gift and estate tax returns and other tax filings, allocating and distributing assets, and the preparation of accountings and other reports, asset transfer documents, and necessary court filings.
• Power of Attorney
• Probate
  Nick’s practice focuses on estate planning, trust and estate administration, tax planning, and wealth transfer. He has experience in the preparation of wills and trusts, post mortem planning and administration, lifetime gifting and other tax planning strategies, charitable planning, and matters concerning family business operations. Nick is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization, and has served as an Assistant Editor for the California Trusts and Estates Quarterly. He is also AV-rated by Martindale-Hubbell and has been recognized as a “Rising Star” on the Northern California Super Lawyers® list.

Finance Law

• Tax Law
  JF&K attorneys offer substantial expertise in the development of plans for the transfer of wealth, during life and at death, in a manner designed to respect and implement the client’s personal objectives while also addressing federal and state transfer tax issues.