Practice Areas

Empowering businesses, nonprofits, entrepreneurs, and high-net-worth individuals to achieve complex goals

Building Success on Strong Foundations & Strategic Planning

Maximizing opportunities while mitigating risk requires strategic, expert guidance in today’s complex legal landscape.

Our attorneys are trusted legal partners for businesses, entrepreneurs, nonprofit organizations and religious institutions throughout Southern California and beyond for goals that range from philanthropic giving to succession planning. 

Learn more about some of our solutions below.

Strategic legal guidance and deep expertise for privately-held companies currently located in California

Mergers & Acquisitions

Mergers & Acquisitions

Navigate the complexities of selling or acquiring a business
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Business Tax Planning

Business Tax Planning

Maximize your tax benefits and reduce payouts in every transaction

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Business Representation

Business Representation

Get knowledgeable, collaborative legal support from formation to exit
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Real Estate Transactions

Real Estate Transactions

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

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Business Succession Planning

Business Succession Planning

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

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Comprehensive legal and tax counsel for private foundations, public charities, and religious institutions

Philanthropist Representation

Philanthropist Representation

Bring your philanthropic goals to life with effective tax strategies
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Religious Institutions

Religious Institutions

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

Nonprofit Organizations

Maximize your impact with solutions from creative and pragmatic attorneys
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Educational Institutions

Educational Institutions

Expert guidance and counsel to schools and institutions of higher education

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Personalized service and nationally-recognized expertise to safeguard clients’ assets and legacy

Foundational Estate Planning

Foundational Estate Planning

Provide for your loved ones and/or charity in a meaningful and productive way
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Ultra-High-Net-Worth Planning

Ultra-High-Net-Worth Planning

Identify priorities and seize unique opportunities through collaborative analysis

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Trust and Estate Administration

Trust and Estate Administration

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

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Federal & State Income Tax Audits & Appeals

Federal & State Income Tax Audits & Appeals

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

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Business Succession Planning

Business Succession Planning

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

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Hear From Our Clients