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Phone: 415-717-9772
Frank Tabacca
Senior Trust Specialist

Professional Profile:

Frank Tabacca has over a decade of Estate Planning experience and has helped to protect well over a thousand individuals and their families.  He believes that every client should have an Estate Plan that brings peace of mind and safeguards their families' legacy.

In addition to his extensive field experience, Frank's ongoing education and certifications assure that our clients receive the highest level of service with the most current information available.

Certifications:

CSA (Certified Senior Advisor) - As a CSA, Frank has completed a rigorous course of instruction in the concerns facing seniors, taught by a nationally recognized panel of experts in social work, law, medicine, gerontology, geriatrics and financial and estate planning.  Some of the subjects include: principles of aging, social aspects of aging, caregiving, financial and estate planning, chronic illnesses in seniors, Medi-Cal planning, and much more.

CEP (Certified Estate Planner) - As a CEP, Frank has completed in depth courses covering Living Trusts, Probate, Federal Estate and Gift Tax, Advanced Medical Directives, Medicare and Medi-Cal, Guardianship, and Insurance Concepts.

CMEP (Certified Master Estate Planner) - As a CMEP, Frank has completed in depth courses in Asset Protection, Advanced Insurance Concepts, Tax Savings Strategies, Advanced Planning Concepts, Family Limited Partnerships, Business Planning, Retirement Benefits, Nursing home Issues, and Ethics of an Estate Planner.

GEPC (Graduate Estate Planning Consultant) - As a GEPC, Frank has completed extensive courses covering such topics as Legal Trusts and Technical Applications of Estate Planning Stategies, Proper Beneficiary Designations in the Estate Planning Process, Charitable Gifting, Trust Administration and Strategies, Stock Options and Strategies for Corporate Employees, Role of CPA and Estate Tax Strategies, Long Term Care, Ethical Wills in the Estate Planning Process, Insurance Planning Techniques, Estate Planning Due Diligence, Capture Personal Trust Investments Assets, The Effective Utilization of Life Insurance in the Estate Planning Process.

Professional Memberships:

  • NIEP (National Institute for Estate Planners)
  • SCSA (Society of Certified Senior Advisors)
  • AACEP (American Academy of Certified Estate Planners)
  • NICEP ( National Institute of Certified Estate Planners)
  • AARP (American Association of Retired People)
  • National Notary Association

All of these organizations are commited to keeping up to date with the latest developments in their areas of specialization, continuing the education of professionals in various fields, with the tools and techniques necessary to meet today's ever changing environment.
Adamont Georgeson
Attorney at Law

Professional Profile:

Adamont Georgeson has been practicing law for over 30 years.  He began Estate Planning for his clients because he felt there was a need to help protect his clients and their assets from unnecessary risks.  He specializes in Trusts and Estates, Probate, Conservatorships, Real Estate and Litigation, and Wealth Preservation, including the proper funding of Trusts.

Background:

Mr. Georgeson received his J.D. from the University of Michigan Law School in Ann Arbor, Michigan, and has served as the Deputy District Attorney of Monterey County, California.

Professional Memberships:

  • State Bar of California
  • Marin County Bar Association
  • American Arbitration Association

Programs and Publications:

  • Co-Author and Panelist, "Asset Protection in California" 
  National Business Institute/CEB, March 2004

  • "Protect Your Clients' Assets in California: Practical Domestic-Based Techniques"
  National Business Institute/CEB, November 2004

  • "Unraveling the Mystery of Asset Protection Vehicles in California"
  National Business Institute/CEB, December 2004

  • Co-Author, "Sophisticated Financial Tools to Protect Assets: Safeguarding your Clients' Wealth in California"
  National Business Institute/CEB, 2005

  • Lecturer: Monterey Peninsula College, "Constitutional Issues of Search and Seizure"