LEGAL SERVICES

We provide a wide-range of customized and strategic asset protection plans.

Each of the plans we prepare is tailored to client objectives and circumstances. One objective is to minimize or avoid creditors, where legally feasible.

Preparation and implementation of asset protecting must be carefully planned. Asset Protection Planning law has many intricacies. Having an experienced asset protection, business, tax, trust and estate attorney with a CPA and a CFP who also knows accounting and financial planning is integral to creating an asset protection plan that is feasible and effective.

• Planning
• Strategic Responses to Debt issues
• Second Opinions
• Domestic
• Offshore
• Trusts
• Corporations
• LLCs
• Equity Strips
• Poison Pills

To ensure the success of your business, it is imperative that planning and implementation are appropriate for your circumstances and goals.

We have assisted clients with the formation of a substantial number of C corporations, S corporations, LLCs, partnerships and other business entities. We have also provided numerous business law related services to our clients. These include the following:

• Business Law planning
• Corporate Law
• Business Sales and Mergers
• Intellectual Property analysis and planning services

Developing comprehensive trusts and estate plans which account for the constantly changing circumstances that naturally arise over time requires careful, ongoing evaluation of each client’s financial circumstances and personal goals. We plan using conventional and innovative techniques, where appropriate that integrate each client’s asset, family, needs, business and financial plans with their unique goals, while also leveraging traditional estate planning vehicles and strategies.

Executing a trust might seem simple on its surface—merely a matter of carrying out the wishes of the trustor. However, there are a number of legal rules governing trust administration, and it can be challenging to balance the interests of beneficiaries and other interested parties. That is where experience comes into play.

We have decades of experience in estate planning, probate and trust administration. We have counselled, advised and represented a substantial number of executors and trustees, many with substantial assets owned by the estate, estate and gift tax issues, and other challenges. We take them through the process of administering an estate or trust from start to finish, including the notification of beneficiaries, organization of assets, distributing assets and ultimately winding down the trust and releasing the trustee from liability. Many times we also engage in post death planning for taxes and other matters. Pursuant to this, we provide the following services:

• Trusts
• Wills
• Powers of Attorney
• Living Trust Administration
• Probate
• Trust Administration Services
• Estate & Gift Taxation and Planning
• Post Mortem Tax Planning
• Real Property Tax Planning
• Trust Modification
• Medi-Cal Planning

For many years, we have regularly represented clients small and large, including in multi-million dollar transactions. We strive to be resourceful, creative and pragmatic in offering solutions to the obstacles that threaten to sideline real estate purchases and sales.

Pursuant to this, we provide the following real property services:

• Purchases
• Sales
• Like Kind Exchanges
• Leases
• Other Real Property Matters

We have a substantial tax practice. This includes planning and dispute resolution.

In fact, we have achieved many successes, oftentimes far better than expected, for those who have been audited by or owed taxes to the taxing agencies, IRS and California. We have handled a large number of such cases and have many years of in depth experience.

We provide the following tax services:

• Tax Planning
• Tax Opinions
• Tax Resolution
• Tax Free Transactions
• Tax Litigation
• Tax Appeals
• Tax Preparation
• Tax Rulings
• Tax Return Preparation