Planning & Estate and
Trust Administration, including,
the preparation of living trusts, wills, durable powers
of attorney and advanced health care directives, pre-marital
agreements, life insurance trusts, charitable trusts
and private foundations, charitable giving, probate and
trust administrations, conservatorship and guardianship
proceedings, special needs trusts, and federal estate and gift tax planning.
Elder Law, including Medi-Cal planning
and the protection of assets from the high costs of
nursing home care, planning for incapacity, as well
as traditional estate and tax planning uniquely tailored
for the elderly.
Business Planning, and counseling
as to the proper business structure to utilize when
starting or expanding a business, as well as the actual
formation of the business structures to be utilized
such as corporations, limited liability companies (LLC),
general and limited partnerships, and family limited
partnerships. In addition, planning for and structuring
plans for succession of business
ownership from one generation to the next, including
tax planning and the preparation of effective business
buy-sell agreements as well as life insurance planning.
Real Estate Law and representation
in all aspects of real estate ownership, acquisition,
leasing, sales, and transfers, including the preparation
of contracts for sale and purchase of real estate.
Also, planning to minimize the federal income tax,
estate and gift tax, and the county property tax consequences
on transfers of real estate, including the transfers
between family members.