• Payment
  • Contact
  • Events
  • Resources
  • New Client Questionnaire
  • Home
  • Send Us A Message
  • Calendar

Call us toll free 650-285-5400

Find us on Map
Login

Login
ProtectionCounsel.comProtectionCounsel.com
  • Home
  • Events
  • Resources
  • Contact
  • Payment

New Client Questionnaire

Home FormsNew Client Questionnaire

New Client Questionnaire

September 24, 2014 Posted by Don Sweet, Esq. AEP Forms
New Client Questionnaire

New Client Questionnaire

 

Share
1

About Don Sweet, Esq. AEP

Don Sweet heads the San Francisco office of Rodnunsky & Associates. Don Sweet serves clients through counsel and advocacy. Whether planning an inter-generational wealth transfer strategy, adminstering the details of a trust or defending the rights of a beneficiary, Don’s efforts and focus are client centered. He is determined in pursuing client rights. Understanding the importance of value in professional service relationships, Mr. Sweet delivers creative, realistic and cost-effective solutions. With a deep and varied planning background, he works with those who seek protection of family and wealth in all areas of estate planning. Mr. Sweet holds the Accredited Estate Planner? (AEP) designation from the National Association of Estate Planning Councils. He earned his undergraduate degree from Arizona State University and earned his law degree from Whittier College of Law where he was a member of Law Review. He externed for the Honorable John Ryan, a Federal Bankruptcy Judge and Chief Judge of the U.S. Bankruptcy Appellate Panel for the 9th Circuit. Mr. Sweet has worked with private clients since 1997 and joined the California Bar in 2005.

You also might be interested in

Protection Planning is like a Seatbelt – Just CLICK IT.

Protection Planning is like a Seatbelt – Just CLICK IT.

Sep 21, 2014

When we get into a car, we are required by[...]

Team

Sep 3, 2015

Don Sweet, Esq. AEP Attorney Don Sweet heads the San[...]

LLC Growth Drives Tax Discussions

Nov 13, 2017

https://www.bloomberg.com/view/articles/2017-11-13/a-gift-from-republicans-to-all-those-llcs-and-lps   A great discussion of the history and subsequent[...]

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Call today for a complimentary conversation about your protection concerns. Contact Here

Follow us on Google+

 

Search

Rodnunsky & Associates – Los Angeles Office

Rodnunsky & Associates - Los Angeles

Pages

  • Home
  • Contact
  • Resources
  • Send Us A Message
  • Team
  • Oompa Loompa Protection Strategies
  • EP401
  • Calendar
  • Payment

Newsletter Sign Up

Contact Info

  • Rodnunsky & Associates - Bay Area
  • 2000 Alameda De Las Pulgas Suite 154, San Mateo, CA 94403
  • 650-285-5400
  • don.sweet@rodnunskylaw.com

Important Disclaimer

This website is informational in nature only. It does not constitute, nor it may be relied upon, as legal or tax advice; nor does it establish an attorney client relationship which may only be established by a signed agreement between client and attorney. Always consult qualified counsel.

© 2014-2016 Don Sweet, Esq.

  • Home
  • Events
  • Resources
  • Contact
  • Payment
Prev Next