Marchi Smith & Levin - Richmond, CA

Comprehensive Estate Planning and Fiduciary Services in Richmond

Preserving family wealth, executing complex estate plans, and ensuring continuous personal care for vulnerable loved ones requires a delicate combination of legal mastery and compassionate oversight. Operating from 1160 Brickyard Cove Road in Point Richmond, California, Marchi Smith and Levin delivers seasoned trusts and estates counsel and professional fiduciary management throughout Contra Costa, Alameda, Marin, and San Francisco counties. Led by principal attorney David Levin, an active member of the California State Bar since 1991 with an advanced Master of Laws in Taxation, the practice assists individuals, families, and trust beneficiaries who need a trusted legal authority to administer estates, manage financial accounts, and protect family legacies.

Dedicated Estate, Trust, and Fiduciary Practice Areas

The practice concentrates on the intersection of estate administration, probate law, and independent fiduciary responsibilities. When you need to hire an estate planning lawyer or appoint a neutral professional trustee, Marchi Smith and Levin offers focused legal guidance across essential practice areas:

• Trust Administration and Management: Serving as independent trustee or successor trustee to manage assets, ensure statutory compliance, resolve beneficiary conflicts, and execute trust distributions in accordance with the grantor wishes.
• Probate Administration: Acting as court-appointed personal representative or administrator under the California Probate Code, conducting asset appraisals, settling creditor claims, and finalizing formal court accountings.
• Comprehensive Estate Planning: Drafting customized revocable living trusts, pour-over wills, durable financial powers of attorney, and advance healthcare directives designed to avoid costly court interventions.
• Fiduciary Support for Family Trustees: Assisting non-professional family trustees with asset inventorying, annual accountings, tax preparation coordination, bill paying, and communication with government agencies.
• Special Needs Trusts and Conservatorships: Administering supplemental needs trusts for individuals with disabilities, ensuring protected benefits eligibility and structured financial oversight.
• Personal Care Management: Developing and overseeing comprehensive care plans for elderly clients, monitoring caregiving staff, and ensuring medical and domestic safety needs are consistently fulfilled.

Distinguished Legal Leadership and Fiduciary Credentials

Attorney David Levin brings exceptional academic and professional credentials to the practice. A graduate of the University of California, Berkeley, and the University of San Francisco School of Law, he earned his LL.M. in Taxation from Golden Gate University. He previously served as an adjunct professor teaching wills and trusts at John F. Kennedy School of Law, co-authored the California Continuing Education of the Bar (CEB) practice guide on decedent estate practice, and served as President of the East Bay Estate Planning Council and Chair of the Trust and Estate Administration subcommittee of the Alameda County Bar Association. Together with licensed professional fiduciaries on the team, the firm maintains an impeccable reputation for ethical integrity.

Dedicated Client Support and Strategic Consultations

When family disputes threaten trust assets or when an aging parent requires immediate fiduciary intervention, timely legal counsel is essential. If you need a lawyer urgently to step in as a neutral trustee, navigate a complex probate matter, or protect an estate against depletion, Marchi Smith and Levin provides accessible guidance. With a transparent fee schedule and a 24/7 answering service for emergencies, the firm delivers responsive and dependable representation. Contact the Richmond office today to find an estate planning attorney and fiduciary specialist dedicated to protecting your family future.