38 Corporate Park, Irvine, CA, 92606

Welcome!

Click on each of our services below for additional information.

Planning for your children

If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.

Estate Planning

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

Special Needs Planning

Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle.

Asset Protection

Divorce, inheritance, health issues, creditors, employee disputes, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners – these are just a few issues that can result in devastating lawsuits for unprepared business owners.

Estate Tax Protection

During your life you pay all kinds of taxes: income taxes, property taxes, sales taxes, and so on. And at the end, the government still wants to tax you on the assets you have left at your death.

This is known as the estate tax, sometimes called the “inheritance tax” or “death tax.”

Probate Process

Probate is a process through the court system to ensure the legal transfer of assets from the deceased’s name to the names of the deceased’s legal heirs or beneficiaries.

Trust Adminstration

We work closely with the deceased’s family members, beneficiaries, and trusted advisors to ensure the deceased’s trust assets are inventoried, debts are paid and the assets are distributed to the named trust beneficiaries.