The future favors the prepared

Attorneys With Solutions For What Comes Next
We provide caring service, deep expertise, and innovative solutions while embracing that life is more than wealth.
Dedicated to building long-term relationships based on an integrated approach to business and personal planning

Practice Areas

Entrepreneurs, business owners, and philanthropists trust us for secure futures and seamless transactions

Mergers & Acquisitions

Navigate the complexities of selling or acquiring a business

Business & Tax Planning

Maximize your tax benefits and reduce payouts in every transaction

Business Representation

Get knowledgeable, collaborative legal support from formation to exit

Business Succession Planning

Prepare an operational plan and tax-efficient structure for your exit

Real Estate Transactions

Protect your purchases, sales, financing and leases with skilled counsel

Philanthropist Representation

Bring your philanthropic goals to life with effective tax strategies

Religious Institutions

Stay focused on your mission with outside general counsel to navigate your unique challenges

Nonprofit Organizations

Maximize your impact with solutions from creative and pragmatic attorneys

Educational Institutions

Expert guidance and counsel to schools and institutions of higher education

 

Foundational Estate Planning

Provide for your loved ones and/or charity in a meaningful and productive way

Ultra-High-Net-Worth Planning

Identify priorities and seize unique opportunities through collaborative analysis

Trust & Estate Administration

Untangle a complex and difficult process with counsel that is aligned with your goals

Federal & State Income Tax Audits & Appeals

Plan for and protect against potential audits by California or federal collectors

Business Succession Planning

Prepare an operational plan and tax-efficient structure for your exit

attorney recognition

Events & Educational Resources

We are committed to sharing actionable knowledge with legal professionals, businesses, and charitable organizations. 

Click below to join an upcoming event or visit our Resources page.

No upcoming events at this time.

Community Involvement

We partner with local, national, and international organizations to give back and change lives for the better. Many of these intentional relationships have flourished over several years. 

We are proud members and supporters of many organizations, which include: