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Don Sweet, Esq. AEP

Home 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 where he was a member of the Debate Team (CEDA) and coached 4A and 5A state champion teams.  Don 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. 

Don enjoys spending time with family, playing tennis, watching Notre Dame Belmont high school golf, and judging high school mock trial competitions.

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Practice Areas
  • ​Business and Corporate Planning
  • Executive Compensation
    ​and Qualified Planning
  • Transfer and Income Tax Strategies
  • Inter-Generational Wealth Planning
  • Special Needs Planning
  • Estate Litigation​​

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Public Speaking Engagements

  • August 2014 – Annual Convention – Kaosiung Medical University America Alumni Association  
  • October 2014 – California State Controller’s Office and the Financial Literacy Advisory Committee Manage Your Money Week

 

 

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  • Rodnunsky & Associates - Bay Area
  • 303 Twin Dolphin Dr. Suite 600 PMB 6129, Redwood City, CA 94065
  • 650-285-5400

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.

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