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At a glance

Discipline
Attorney
Designations
Firm
Thompson Welch Soroko & Gilbert
Located
San Rafael

Joseph Ferrucci

Attorney

Thompson Welch Soroko & Gilbert — San Rafael

Practice

I have been practicing estates and trusts law exclusively since 2008. Please see my online profile for more information: https://www.rimonlaw.com/team/joseph‑ferrucci

Areas of work

  • Administering estates and trusts
  • Analyzing existing life insurance coverage for continuing relevance to the estate plan
  • Analyzing proposed transactions for estate and gift tax implications
  • Charitable gift planning
  • Designing estate plans
  • Developing strategies to minimize potential estate and gift taxes
  • Developing plans to conserve assets during lifetime and at death
  • Drafting estate planning documents
  • Preparing estate and gift tax returns
  • Preparing fiduciary accountings
  • Probating wills and administering estates
  • Proposing life insurance solutions consistent with estate plans
  • Retirement distribution planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.