Our Practice Areas
Working with business owners on all aspects of business formations, contract negotiations and drafting, operations, compliance, employment matters, strategic and tax planning, buy-sell arrangements, mergers and acquisitions, succession, dispute resolution, and business closures
Handling the purchase, sale, lease, finance, title review, gifting, and management of real estate, working with clients on due diligence matters including environmental, inspection, engineering, and appraisal matters, dispute resolution, and representing real property owners regarding property tax reassessments and exclusion planning.
Preparing revocable and irrevocable trusts, insurance trusts, wills, powers of attorney, health care directives, Medicare and MediCal planning, drafting premarital agreements, transfer of assets to fund trusts, gifting, and providing advice and assisting fiduciaries with compliance requirements.
Performing tax planning for businesses and individuals, represent clients in tax disputes and audits, and work with CPAs and financial advisors on comprehensive income and estate tax planning.
Probate & Trust Administration
Advising trustees and fiduciaries on administering trust and probate estates, preparing accountings, represent clients in court on trust and probate matters, assist with administering estate assets after death, and management of all sizes of estates from large and complicated estates to small estates, including by sometimes serving as trustee or administrator.