BUSINESS
We seek to fully understand the diverse legal issues your business faces so we can support your current goals and long-term objectives. We start by immersing ourselves in your business so we can anticipate and mitigate risks that may be on the horizon.
TAX
The cornerstone of every successful estate plan is understanding the most advantageous way to protect your legacy. We utilize a series of multifaceted strategies to minimize taxes and maintain your wealth where it was earned first: in the family.
We work with all types of businesses, including sole proprietorships, joint ventures, corporations, limited liability companies, general and limited partnerships, non-profits and tax-exempt organizations. Our attorneys expertly draft organizational documents, including articles of incorporation, bylaws, shareholder and operating agreements, and minutes. We participate in annual meetings, buy-outs, recapitalizations and intra-family transfers.
We are also highly skilled at crafting personalized succession plans. Through proper planning, we can ensure a harmonious transition while protecting your assets and your business’ legacy.
Our experienced attorneys specialize in managing complex, multifaceted plans and provide a full range of tax services, including consultation on individual gifting through irrevocable trusts and charitable vehicles, business succession planning, retirement planning, life insurance planning and the tax aspects of corporations, partnerships and limited liability companies. We also prepare gift and estate tax returns and represent clients in negotiations with the IRS.
Contact an estate planning tax attorney on our team today.
Serving Southern California, including Pasadena, La Canada, Glendale, Burbank, Calabasas, Westlake Village, Thousand Oaks, Simi Valley, Camarillo and beyond.
