• Payment
  • Contact
  • Events
  • Resources
  • New Client Questionnaire
  • Home
  • Send Us A Message
  • Calendar
ProtectionCounsel.comProtectionCounsel.com
  • Home
  • Events
  • Resources
  • Contact
  • Payment

Team

September 3, 2015 Posted by Don Sweet, Esq. AEP General
Don Sweet, Esq. AEP

Don Sweet, Esq. AEP

Attorney

Don Sweet heads the San Francisco office of Rodnunsky & Associates. Don Sweet serves clients through counsel and advocacy.

View Profile

 

 

Share
0

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

Workshop: Sept 21 Wed 6:30 Protecting Aging Family 1 of 3 – Protecting aging family from the “System of Aging in America”

Sep 17, 2016

  Powered by Eventbrite

Copyright 2014 Don Sweet, Esq.
Strategy is key - Don Sweet, Esq.

Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules

Nov 21, 2014

Based upon recent IRS guidance, Grantor Trust status is a[...]

November 2016 Newsletter

November 2016 Newsletter

Nov 24, 2016

Contact Us

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

Send Message

© 2014-2016 Don Sweet, Esq.

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