In addition to the practice, Mr. Klamm serves as Chairman and Chief Financial Officer for Walnut Creek Youth Athletic Association, a non-profit organization promoting youth sports.
Mr. Klamm specializes in preparing wills and revocable living trusts, probating estates and advising trustees on the administration of trusts. Mr. Klamm provides advice and expertise on the implementation of a wide variety of tax sensitive strategies including: formation of family limited partnerships and limited liability companies; establishment of trusts for children and irrevocable trusts of all types. He also advises clients regarding guardianships, conservatorships and financial elder abuse.
Prior to founding his estate-planning practice in 1986, Mr. Klamm supervised tax professionals in the accounting firm of Coopers & Lybrand in San Francisco, California.
Steven F. Klamm is certified by the California State Bar Board of Legal Specialists as a specialist in Estate Planning, Trust and Probate Law. Less than 1% of all attorneys practicing in Contra Costa County are certified in this specialty.
Admissions
· United States Tax Court, 1988
· United States District Court, 1982
· California Certified Legal Specialist in Estate Planning, Trust and Probate Law, 2012
Professional Associations and Memberships
· Member of the State Bar since 1982
· Member of the California State Bar, Trusts and Estates Section
· Member, Estate Planning Council of Diablo Valley
Author/Publications
· Contributed as a legal authority in a multi-volume tax treatise published by Matthew Bender
· Co-authored the book Orderly Affairs - Pathways to Financial Freedom for Everyone, which was written for non-attorneys
Educator
Mr. Klamm has taught continuing education courses to Chartered Life Underwriters and Chartered Financial Consultants
· Estate Planning for the Owner of a Family Business
· An Introduction to Charitable Giving: Tax and Insurance Applications
· Income Tax Planning
· Estate and Gift Tax Planning
· Planning for Business Owners and Professionals
Education
Golden Gate University School of Law, 1982
J.D. with honors
Golden Gate University, 1983
M.B.A in Taxation with honors
University of California, Davis, 1979
B.S. in Biochemistry
Steven F. Klamm
Attorney At Law
1670 Riviera Avenue
Suite #210
Walnut Creek, CA, 94596
Telephone: 925-934-7300 Facsimile: 925-934-7303
Serving the Bay Area for over 30 years
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