A "good" estate plan will combine different characteristics. It will always take into account the tax consequences of particular estate planning choices along with the goals of the client. It will plan for the ultimate disposition of the client's assets after death in a way that will ensure that the client's wishes are respected while taking into account income and transfer tax issues, gift and death taxation, and business entity taxation.
We appreciate your unique goals, financial, business and personal legal needs. We represent clients with their personal business holdings, estate planning succession strategies, asset transfers, and elder care matters. Every solution is uniquely crafted for each client.
We work with teams across multiple practice areas as well as CPAs and financial advisors to provide the most effective solutions for high net worth individuals and families.
We make it a priority to understand each client's unique goals for corporate transactions. Our clients include emerging and established companies from California to Washington, D.C. We serve as general counsel to several organizations, which enables us to work closely with their directors and internal management to develop their unique legal solutions.
We counsel in the following areas:
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11440 W. Bernardo Court, Ste 300, San Diego, CA 92127
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