Paul D. Cass, Attorney at Law

The Rushmore Private Client Group, established in 1981, specializes in diagnostic services aimed at identifying tax and liability risks within the legal and financial documents of high net worth individuals and families. With a focus on preserving family wealth, their clientele primarily includes owners of privately held companies and large real estate portfolios in California and Nevada. Their signature offering, the Rushmore BluePrint Diagnostic, provides clients with a comprehensive visual representation of their estate planning and financial structures, enabling better understanding and retention of crucial information. This innovative approach seeks to enhance clarity and engagement, ensuring that clients are equipped to manage their estates effectively and avoid potential pitfalls. Generated from the website

The California Probate Referees' Association offers resources and support for individuals navigating the probate process in California. With a network of over 120 referees across 58 counties, they provide professional appraisals and valuations that are accurate, impartial, and widely accepted by courts and the IRS. Probate Referees, appointed by the California State Controller, are highly trained professionals who are required to pass a rigorous state-administered test and participate in annual continuing education. Their expertise extends beyond probate matters, assisting trustees with non-probate trust valuations, thereby minimizing potential conflicts of interest and liability for errors. Generated from the website