Our tax & estate planning attorneys are nationally recognized for our depth of knowledge, experience, and analysis. This approach is supported by a level of care and attention to detail that is unmatched in California or elsewhere.
As tax and regulatory agencies increase budgets and aggressively target individuals, families, and organizations, the estate planning industry has become overreliant on a commodified approach that lacks the depth of knowledge and experience to truly serve clients.
Areas of Expertise
Foundational Estate Planning
Foundational Estate Planning
Provide for your loved ones and/or charity in a meaningful and productive way
Ultra-High-Net-Worth Planning
Ultra-High-Net-Worth Planning
Identify priorities and seize unique opportunities through collaborative analysis
Trust and Estate Administration
Trust and Estate Administration
Untangle a complex and difficult process with counsel that is aligned with your goals
Federal & State Income Tax Audits & Appeals
Federal & State Income Tax Audits & Appeals
Plan for and protect against potential audits by California or federal collectors
Business Succession Planning
Business Succession Planning
Prepare an operational plan and tax-efficient structure for your exit
Foundational Estate Planning
For many, a foundational estate plan constitutes the largest transaction of their lifetime, effectively transferring most everything they own to their loved ones or charity.
We take great care in thoroughly analyzing each client’s unique circumstances to produce results that protect intentions and offer a sense of peace.
Ultra-High-Net-Worth Planning
While no two individuals, families, or businesses are the same, successful wealth creation often creates a cross-section of business, tax, trust, estate, and charitable issues.
Our attorneys help California’s most successful individuals, families, entrepreneurs, and business owners identify and prioritize needs and goals while seizing unique opportunities.
Trust and Estate Administration
The estate administration process can be overwhelming, and clients should be able to rely on experience and in-depth knowledge of complicated estate administration issues during this difficult time.
We provide complete legal and tax advice to trustees, executors, and personal representatives. Our tax & estate planning attorneys also counsel surviving spouses and other beneficiaries on estate planning and business succession strategies.
Federal & State Income Tax Audits & Appeals
As IRS and FTB audit budgets have increased, fiscal and political pressure have caused both agencies to target high-net-worth individuals for audits and interpretations that result in the highest tax.
Our attorneys have successfully resolved complex, high-dollar federal and state tax challenges for clients for decades, including civil tax controversies and disputes.
