We provide personalized estate planning services for families by recognizing the unique needs and objectives of our clients. Our estate and tax planning services are designed to protect you and your family during your lifetime and to transfer wealth to your loved ones upon your death.
We represent trustees, fiduciaries, and beneficiaries when someone passes away. We help our clients navigate the trust administration process by understanding the decedent’s family dynamics and asset pool to protect our clients’ interests and limit their personal liability.
We represent clients in probate matters including court-supervised estate administrations and any other proceeding before the Probate Court in the State of California. We help our clients find cost-effective solutions to any matter requiring court approval or supervision including matters requiring dispute resolution.
We provide tax planning services to minimize any estate, gift, GST, property, and income tax liabilities, achieve liability and creditor protection, and incorporate charitable giving and life insurance planning.
We represent trustees, beneficiaries, heirs, and fiduciaries in estate and trust disputes. We understand the sensitive issues involved in trust and estate disputes and that family members often do not agree, particularly when substantial estates are involved. We resolve claims and disputes by utilizing cost-effective solutions such as settlement negotiations and mediation.
We help our clients structure real estate transfers to avoid property tax reassessments. We also represent property owners with issues surrounding property and real estate taxes.
Certificates of Independent Review
We provide Certificates of Independent Review for California estate plans to affirm the client’s wishes and certify that the plan is not the product of fraud or undue influence by another person. This process becomes part of the client’s existing estate plan to provide peace of mind today and prospectively defend against litigation post-mortem.
Business Succession Planning
We represent businesses as they plan for ownership and management succession. We prepare buy-sell agreements for businesses and assets you own with others to ensure a smooth transition at a business owner’s death, disability, retirement or withdrawal.
We implement plans to create liability and creditor protection for both our clients’ assets and the inheritance that our clients’ beneficiaries will receive.