Tax-Smart Planning, End to End
Comprehensive legal solutions designed to protect your family, preserve your assets, and ensure your wishes are honored; whether in California and across borders.
Estate Planning and Planning for Incapacity
The core of every California estate plan is a properly designed, drafted, and funded revocable trust. We prepare the essential documents, review and re-title your real estate, and give you detailed funding instructions.
Learn More →Probate & Estate Administration
What probate involves, California statutory fees, the 9-to-18-month process, trust administration, and the complexities of probating assets of non-US citizens.
Learn More →International Estate Planning
Coordinated wills, trusts, and asset structures that hold up in every country where your family and assets reside, with U.S. and foreign tax considerations aligned.
Learn More →Choice of Entity, Tax Optimization & Business Exit Planning
Exit planning begins with the choice of entity. Tax-efficient restructuring and transaction structuring designed years before a sale.
Learn More →Entrepreneur-Focused Estate Planning
Business succession, buy-sell agreements, trust ownership of business interests, and asset protection. A comprehensive strategy to optimize all aspects of your wealth.
Learn More →Not Sure Where to Start?
Tell us about your family, your assets, and your goals, and we will design the engagement around you.
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