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What I Do

I focus on personal wealth.  It is all I do.  Your assets and situation are unique and you need a knowledgeable partner who can provide custom and personalized advice and representation. My goal is to solve your problems quickly and efficiently and prevent new problems before you see them coming. Whether you are dealing with a simple will or a complex trust or multi-jurisdictional tax issues, let my experience serve your needs. 


Estate Planning

Sometimes a simple will is the perfect tool to plan your estate, while other situations call for complex trusts. Whatever your financial and family situation let me help you craft the right plan to meet your goals and provide peace of mind that your plan will be followed.  But an estate plan goes beyond just the documents, so you can be sure that I will explain your rights, protect your interests and provide the sound advice you require.


Probate and Trust Administration

Whether a will or a trust, or neither, administering an estate is often a lengthy, complex, and overwhelming process.  I provide experienced professional assistance which will make the process less painful and I have the training and experience to deal with complicated tax issues and take advantage of tax elections and benefits only available in the administration period.


Sometimes disputes arise during the administration of an estate, and intra-family disputes are often fueled by emotion quickly leading to distrust and expensive litigation.  A knowledgeable and sensitive hand is useful to cut through the years of family history and resolve the matter before it can snowball into months or years of litigation.


Tax and Business Planning

Personal wealth is often intertwined with buinsess ventures and taxes, so I have obtained expirence with a number of business and tax issues including:

  • Estate (Death) Tax

  • Generation Skipping Transfer Tax

  • LLP, LLC, S-Corp formation

  • State and Local Tax

  • Audit Representation

  • Gift Tax

  • Charitable Giving and Governance 

  • Proposition 13 (California Property Tax)

  • Offers in Compromise with IRS or FTB

  • Partnership Accountings

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