About

Kathleen Lawler Bodmer is a legal professional based totally in Santa Cruz, California, with a focus on property making plans, agree with administration, and commercial enterprise transaction law. She has been practising regulation due to the fact that 1994 and serves a numerous purchaser base ranging from younger couples to people with multi-million greenback estates. Kathleen is licensed to practice regulation in both California and Massachusetts, and he or she opened her very own regulation exercise in Santa Cruz in 2003. Kathleen Lawler Bodmer has been practising law seeing that 1994, focusing on estate planning, consider administration, and commercial enterprise transaction law. Her property planning clients include younger couples just starting out as well as those with multi-million greenback estates requiring tax, present, and charitable planning. She additionally works with clients in later stages of existence to make certain clean transitions. In terms of business exercise, Kathleen assists smaller agencies with entity formation, settlement negotiation, employee topics, and the acquisition and sale of organizations along the Central Coast and through Santa Clara County. Kathleen Lawler Bodmer is a member of the Santa Cruz County Estate Planning Council and serves on the Board of Directors for Bay Federal Credit Union and Le Tip International, Capitola Chapter. In her unfastened time, Kathleen enjoys spending time together with her circle of relatives, exercise, outside activities, reading, and baking.

Legal Issues

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Business Law

Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes

Certificates

No Certifications

Languages

• English: Spoken, Written

Accepted Jurisdictions

Experience

Education

Associations

Costs

• Free Consultancy Service
  Up to a 30 minute call or in person meeting to discuss the various types of estate planning documents, difference between a will and trust, overview of the process, as well as my background, etc., for estate planning clients. For business clients, a similar option to discuss entity types and how each type of entity works to provide liability protection or business planning is also available, as well as to discuss your prospective business transaction, such as purchase / selling your business, review of contracts, etc.

Location