Tax Planning

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.

Dispute Resolution

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.

Property Taxes

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.

Asset Protection

We implement plans to create liability and creditor protection for both our clients’ assets and the inheritance that our clients’ beneficiaries will receive.

CONTACT US

Please feel free to contact us regarding your estate planning needs or upon the death of a loved one.

Phone: (323) 843-7100

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