Jeffrey Stephens

Business Name: GVM Law LLP
Certifications/accreditations:
J.D. – Licensed in California
Business Structure: LLP
Number of Employees: 25
Year Founded: 1972
Services Offered: Tax and Estate Planning; Trust Administration and Probate; Business and Corporate; Civil Litigation

 

 

Contact Information
Mailing Address: 3009 Douglas Blvd. # 150, Roseville CA 95661
Office: 916-789-3900
Mobile: 916-505-7437
Email Address: jstephens@gvmlaw.com
Website: www.gvmlaw.com

Business Category
o Legal

Social Media
LinkedIn: GVM Law, LLP

Geographic Region Served
o  Sacramento Region
o  Northern California
o  Western US

Industry Sectors Served

o  Agriculture/Viticulture
o  Construction
o  Manufacturing
o  Professional Services
o  Real Estate
o  Other: Clients from all industries who need legal counsel for tax, estate planning, or business matters.

Insights

Describe your ideal client:
Tax clients are families and business owners who hope to transfer wealth or specific assets to children or employees.

Trust and Estates work covers all types of individuals and families.

Clients with $6M+ who may need to plan for estate taxes or business succession

What situation or circumstances might lead a prospective client to your services?  

Death in family, incapacity or illness, increase in wealth, change in family circumstance, change in business conditions

What’s the best way for colleagues to refer prospective clients to you?

Whatever is best for the client and colleague.

How does a typical engagement begin? 

Introduction from colleague followed by consultation.