Trust & Estates

Prudent estate, business & tax planning to protect loved ones & treasure.

Disciplined approach to complex issues, assets and families located domestically and abroad.

Experienced litigator & trial attorney representing fiduciaries, beneficiaries & creditors.

• Trust planning including revocable, irrevocable, special needs, grantor, non-grantor, & intentionally defective;

• Real property issues including commercial & residential; 

• Complex tax issues including capital gain, income tax, estate tax, gift tax, generation skipping transfer tax, California property tax; 

• Complex life insurance issues in both personal and corporate arrangements; 

• Corporate, LLC, and partnership planning, formation & maintenance, compensation planning, phantom stock planning, inter-generational planning.