Areas of Practice

Asset Protection

Estate Planning & Wealth Transfer

Tax Planning

Business Formation & Transactions

Family Office Services

Trust Administration & Probate

We work with individuals, families, and business owners whose wealth calls for more than a standard will or LLC filing. Each service below is part of a single, coordinated strategy.

When you first bought investment property or started a business, you may not have thought about shielding your personal assets. As your wealth grows, so does your exposure. We structure your holdings using entities, trusts, and ownership strategies to separate personal and business risk, reduce vulnerability to creditors and lawsuits, and keep your plan compliant with California law.
Ideal for: real estate investors, business owners, professionals in high-liability fields.

An estate plan should do more than name beneficiaries. We design trusts and transfer strategies that minimize estate and income taxes, avoid probate, protect heirs from their own creditors or life changes, and keep family businesses and property portfolios intact across generations. Already have a plan? We review and update existing plans to reflect current law and your current assets.

Led by an attorney with an LL.M. in Taxation who is admitted to the US Tax Court, we advise individuals, businesses, and tax-exempt organizations, including international entities subject to tax in multiple countries. We plan proactively to reduce tax exposure while working to saving you money on your tax liability.

The right entity structure affects your taxes, your liability, and your ability to grow or sell. We help you choose and form the right structure, then support you through contracts, purchase agreements, mergers, and divisional sales, with ongoing guidance to keep you compliant with state and federal requirements.

For families with significant or complex wealth, we coordinate the legal, tax, and accounting pieces that are usually handled by separate advisors. Through our in-house team and our affiliate, California Tax Professionals, LLC, we provide entity management, tax preparation and planning, bookkeeping, and ongoing estate plan maintenance, so your strategy stays aligned as your wealth and family change.

When a loved one passes, we guide executors, trustees, and beneficiaries through trust administration and court-supervised probate, including estate tax returns, with clear communication at every step.