Wealth Management

Our attorneys have considerable experience handling wealth management through effective estate planning and trust and estate administration. We have experience with virtually all techniques currently being applied in the estate planning area. Our implementation of these techniques reflect our commitment and ability to achieve our clients’ individual goals.

Areas of Expertise

• Living trusts, which provide for the disposition of a client's assets in a tax-efficient and probate-free manner and also the management of property during the client's lifetime in case of disability
• Wills, testamentary trusts and similar arrangements, which provide security for the client's heirs, minimizing income taxes and maximizing administrative efficiency
• Family partnerships, joint ventures and limited liability companies to develop and operate real estate or other business projects, reducing the family's potential estate and income tax while preserving control
• Support and educational trusts for children and other family members designed to minimize income tax as well as providing the assurance that resources will be available to beneficiaries for estate purposes
• The creation of business structures to maximize the deferral of estate taxes and implementation of "buy-out" agreements and insurance programs to insure that sufficient liquid assets will be available to pay taxes
• Estate tax returns, which includes planning, audit of estate tax returns, representation of fiduciaries, and administrative matters
• Representation of clients in dealings with Internal Revenue Service and the California Franchise Tax Board before the Tax Court and State Board of Equalization