A Future for Pets

Creating a brighter future for dogs and cats through legacy planning

Tuesday, May 7, 2019
6:30 pm
Valley Humane Society, Pleasanton

You care about animals, and you want your donations to make a lasting difference for homeless and rescued dogs and cats. You may even have wondered about your own pet’s future should something happen to you. Yet there are so many options, it’s hard to know which is the right one for you.

Join Valley Humane Society and Nick Tooliatos of Randick, O’Dea & Tooliatos, LLP for an informative, FREE presentation on the best way to achieve your philanthropic goals.

Learn about relevant topics such as:

  • Current Estate/Gift Tax Law Updates
  • Charitable Planning Strategies to Reduce/Eliminate Estate Taxes
  • Estate Planning for Pet Owners

Reserve your place in A Future for Pets, Tuesday, May 7, 2019 at 6:30 pm at Valley Humane Society, 3670 Nevada Street, Pleasanton.


About Nick Tooliatos:

Nick started his career as a Tax Attorney with Touche Ross & Company (now Deloitte), a major international accounting and consulting firm. He did extensive individual, corporate, and estate tax planning for owners and key executives in start-up high-tech companies. Since joining Randick, O’Dea & Tooliatos LLP in 1987, his practice has emphasized individual, partnership, and corporate taxation, estate planning, probate and business law and planning.

He is a Certified Specialist in Probate, Estate Planning and Trust Law. He has worked extensively with emerging closely-held businesses in the Silicon Valley, dealing with matters ranging from choice of business form, compensation and capitalization to the intricacies of tax planning. He has extensive experience in real estate transactions, including acquisitions, exchanges and leases. Nick limits his litigation to complex civil and criminal tax matters and probate and trust issues. Over the past thirty years, he has tried and settled several cases saving taxpayers in excess of $30 million.

University of Santa Clara School of Law (J.D., 1983)

United States Army War College (Master’s Degree, Strategic Studies, 2002)

University of Santa Clara (B.S., cum laude, 1980)

Nick was admitted to practice law in 1983, and to the U.S. Tax Court in 1984. He is a member of the Contra Costa County Bar Association, a Past President and Director of the Tri-Valley Estate Planning Council, and has been listed in Who’s Who in American Law, 6th ed. He was a Major General in the United States Army Reserve where he last commanded the 63d Regional Support Command. He was mobilized three times since 9/11, including deployments to Iraq, Afghanistan, and Kuwait.