Services

Estate and Business Planning

We handle California estate planning for our clients, and the work also covers trust and estate administration.  Representative matters that we handle include:

  • Wills
  • Revocable trusts
  • Power of attorney for financial matters
  • Health care decision planning
  • Irrevocable trusts, such as life insurance trusts, trusts for minors, grantor retained interest trusts, charitable remainder trusts, special needs trust, and surviving-spouse-credit qualified domestic trust (QDOT)
  • Inter vivos gifts, such as outright gifts, gifts in trusts, gifts benefiting minors, and inter spousal gifts
  • Estate and gift tax issues
  • Gift and estate tax return preparation
  • California real property tax issues
  • International and non citizen transactions
  • Employee benefits and IRAs
  • Executive compensation and stock options
  • Charitable giving
  • Asset protection

Our business planning services include forming and advising the operation of CA limited liability companies, advising CA partnerships, and advising clients on decisions about the form and structure of their businesses. We also handle buy-sell agreements dealing with the transfer of business interests due to death, retirement or other contingencies.