Although a native of the Sacramento area, Colin received his undergraduate degree from the University of Pennsylvania, Juris Doctorate from Thomas Jefferson School of Law in San Diego, earning the Trustees Scholarship for Outstanding Academic Achievement, and Masters of Law Degree (LL.M.) in Taxation from Boston University.
Prior to opening his own firm, Colin worked for years at a local estate planning firm as the senior associate where he counseled clients on the importance of proper estate planning, estate administration, special needs planning, Medi-Cal planning, and business and business succession planning.
Colin has drafted over 1,000 estate plans including the preparation of Durable Powers of Attorney, Advance Health Care Directives, Wills, Living Trusts, Irrevocable Trusts, Irrevocable Grantor Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, Charitable Trusts, Family Limited Partnerships and Private Foundations.
Colin is a member of the Sacramento Estate Planning Council, Sacramento Philanthropic Advisors Forum of Greater Sacramento, and serves on the Board of Directors for Sacramento Active 20/30.
When not in the office, Colin can be found running his dog around East Sacramento or trying to convince his fiance, Kate, to go eat at the latest hamburger spot in Sacramento.
The initial estate planning meeting with my clients usually lasts about an hour. After that, I have enough information to get started on the plan. Typically my clients come back in 3 to 4 weeks to sign the final documents. So, from start to finish, I am usually able to have a fully executed estate plan in your hands within 3 to 4 weeks.
In emergency situations, I can get the plan done in as quickly as one day. Creating an estate plan should not be an overwhelming experience and my goal is to make the process painless and as smooth as possible.
Planning is bringing the future into the present so that you can do something about it now. - Alan Lakein