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.

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.

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.

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.