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Advanced Planning

We prepare advanced estate planning documents designed to minimize wealth transfer taxes including entity formations in connection with a gifting strategy and a variety of irrevocable trusts such as life insurance trusts, defective grantor trusts, spousal access trusts, generation-skipping trusts, education trusts, grantor trusts, grantor retained annuity trusts and qualified personal residence trusts.  Many of our clients are interested in charitable giving for tax and philanthropic purposes including the education of younger generations in determining charitable goals and satisfying them.  We advise clients on creating charitable remainder and charitable lead trusts, qualified public charities, private foundations and donor-advised funds based on their individual needs and what is best suited for their end goals.


We advise clients on a variety of income tax, estate tax, gift tax and property tax reassessment matters.  Such services include the preparation of tax returns and the handling audits.  We have an amicable relationship with the IRS and FTB, and have been extremely successful in resolving audits of high worth individuals and their estates.   


We advise clients on a variety of business succession matters including the implementation of buy-sell agreements.  We also advise clients on a variery of  asset protection planning matters including the implementation of marital agreements, business entities and trust arrangements. 

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