Tali Z. Klapach Q&A

1. What type of clients do you represent?

I represent high net worth families as well as families and individuals with more modest estates. I tailor each estate plan to my client’s specific needs in order to reduce unnecessary taxes and to preserve wealth, protect loved ones, and avoid probate, conservatorship, and the loss of government benefits.

2. What is it about the practice of law that you most enjoy?

It is immensely satisfying to help clients create a plan that provides for and protects their families and to serve as a trusted advisor. I enjoy the long-term relationships I cultivate with my clients and their families.

3. Please describe your approach to lawyering.

Our firm provides high-touch concierge service. Our goal is to be accessible, responsive, and proactive. I strive to cultivate long-term relationships with clients so that they and their children look to me as an ongoing source of assistance, advice, and guidance.

4. What are your personal interests?

I enjoy travel, reading, hiking with my dog, and spending time with my husband and children. I am also a big fan of Shiatsu and ladies’ nights out.


Estate Planning for a Lifetime®.


Download a PDF version of this page