Estates and Personal

From the inception of your business to exit planning, we will guide you through the complexity of the Internal Revenue Code and will formulate a plan that will minimize your tax liability to the fullest extent of the law. We will meet with your accountants and financial planners in order to prepare a long-term tax strategy.

Our estate planning practice group handles small, medium to large estates. Our services include – Trust planning, creating private foundations, family business transitions, creation of joint ventures, family partnerships and property holding vehicles.

Additionally, we prepare estate plans in California and Nevada - with an emphasis on asset protection for larger estates. Our goal is to protect your legacy.