Gerald Kane

LAW OFFICES OF GERALD L. KANE
http://www.estplan.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Gerald Kane

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Gerald Kane

Hi. I’m Gerry Kane and I have devoted over 27 years as an Attorney to helping families achieve their goals of growing, protecting, and preserving their wealth. I became a Personal Family Lawyer because I’m passionate about helping families and businesses create stress-free and happy futures while living richer lives today.

In my practice, I focus on Family and Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strategies for individuals with disabilities and qualifying for government benefits such as Medicaid and Veteran’s benefits.

Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

I graduated from University of Laverne in 1994 and received the highest grade in my Wills and Trusts class. I have become a Certified Specialist in Estate Planning, Trust and Probate Law and an Accredited Attorney with the Veterans Administration. Also, for the past three years (2020, 2021, 2022, and now 2023) I have achieved the status of a California Superlawyer; in the top 5% of Attorneys.

I deeply enjoy educating my community and I have recently appeared on the show “Meet the Petes” as a financial expert. I have served on hospital boards and the board of the Southern California National Academy of Elder Law Attorneys. I frequently give presentations to Bar Associations, the Alzheimer’s Association, and The Parkinson’s Association on a variety of family wealth planning topics.

I am happily married and proud father of Hailey and Taylor and 8 kitties.

Testimonials

Neil & Stacy: Gerald took the time to learn about our estate planning needs and he helped us provide for our family’s future. He made the process easy. I have since referred others to him.

Lisa P: I am grateful to Mr. Kane for his diligence, his patience and his compassionate professionalism…Clearly, my first estate planning experience allowed me to appreciate Mr. Kane’s work even more than I would otherwise have because it gave me a source from which to compare…I wish that I had met Mr. Kane first. I would have saved that extra $1200 fee that I paid the previous law firm.

Robert & Marilyn: Our initial consultation with Gerald was everything we had hoped for in locating a knowledgeable attorney for setting up trusts and estate planning. We were confused as to what was best for our individual needs and Gerald took the time and effort to advise us on what was best for us. He explained everything thoroughly so we could understand the process. Not only is Gerald an excellent estate planning attorney, but he is also courteous and kind. Also, his staff are equally courteous and helpful. We highly recommend Gerald to anyone with estate planning in mind.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.