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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.