Services
Estate Planning
Estate planning is the process of putting a plan in place to protect yourself, your loved ones, and the things you've worked hard to build. It allows you to decide how your assets and property will be managed if you become unable to do so yourself, and how they will be distributed to the people and causes you care about after your passing.
Estate Tax Planning
For individuals and families with larger or more complex estates, thoughtful tax planning can help preserve more of your wealth for future generations. Estate tax planning focuses on minimizing potential estate, gift, generation-skipping transfer, and property taxes through customized strategies designed to meet your family's unique goals.
Property Tax Planning
California's property tax laws are complex, and transferring real estate without proper planning can result in a significant increase in annual property taxes. Whether you're transferring property to a trust, passing real estate to the next generation, or restructuring ownership of investment property or business entities, careful planning can help avoid unintended tax consequences.
Business Owner Estate Planning
Your business is more than just an asset—it's something you've invested years of hard work, time, and dedication to build. A thoughtful estate plan helps ensure that your business is protected, your family is provided for, and your wishes are carried out if you become incapacitated or pass away.
Trust Administration
Losing a loved one is never easy, and administering a trust can feel overwhelming during an already difficult time. Our attorneys guide trustees and beneficiaries through the trust administration process, helping ensure that legal requirements are met while carrying out the wishes of the person who created the trust.
Probate and Estate Administration
The loss of a loved one is never easy. If you've been named as an executor or administrator, or if your loved one passed without a will, you may suddenly find yourself responsible for navigating the probate process while grieving the loss of a family member or friend. Our attorneys are here to guide you through every step, providing clear advice, practical solutions, and experienced legal representation along the way.
Trust and Estate Disputes (Pre Litigation)
Not every trust or estate disagreement needs to end up in court. Many disputes can be resolved through thoughtful legal guidance, open communication, and practical solutions before litigation becomes necessary.