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Specialties
Our service offerings include:
o Essential Estate Planning
o Parents’ Protection Planning
o Asset Protection Planning
o Advanced Estate Tax Planning
o Family Business Planning
o Priceless Conversations
o Charitable Planning
o Dealing With Death
Meet the Business Owner
Thea E.
Business Owner
Thea Beatie Eliot, J.D., LL.M. has practiced in the areas of trusts & estates, tax and charitable planning since 1995. She began her practice at a boutique estate planning law firm in downtown San Francisco, working with one of the most innovative estate planners at that time. When that firm formed a joint venture with what is now the largest regional accounting firm in the Bay Area, Thea was asked to head up the new firm’s estate planning arm. There, she created holistic estate and financial plans for affluent clients, including Fortune 500 CEOs and officers. By age 28 she was an equity partner, and by age 31 she was president of the company. Prior to opening her Larkspur practice in 2006, Thea was a name partner at a law firm in Oakland comprised mostly of attorneys from large law firms.