Estate Planning

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Need a will, trust, power of attorney, or other estate planning documents prepared? We draft comprehensive, specifically tailored estate plans for individuals and couples. Have an existing estate plan that needs to be updated or reviewed? We will review your existing estate planning documents and provide you with a written evaluation report.

Trust Administration

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Are you a trustee who needs advice, guidance, or assistance in fulfilling your responsibilities? We offer a full range of trust administration services to our trustee clients, from ensuring that trust beneficiaries receive all notices required under the California Probate Code to preparing trust accountings and tax returns. Unlike many estate planning firms, our services include trust and probate litigation.

Tax & Other Related Matters

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We work with our individual, business, and fiduciary clients to identify appropriate tax planning goals and objectives, comply with their tax reporting and payment obligations, and develop workable tax plans and strategies. Our business law services include business entity formations, business succession planning, and just about everything in between.