Practice Areas

  • Taxation
  • Estate Planning
  • Wills and Trusts
  • Estate Administration
  • Probate
  • Business
  • Real Property

Taxation, Estate Planning, and Business Formation, Real Property Law


Taxation
  • Tax planning and preparation of income tax returns for individuals, corporations, partnerships, limited liability companies, and fiduciary income tax returns for estates and irrevocable trusts
  • Settlement of Internal Revenue Service, Franchise Tax Board, California State Board of Equalization audit and dispute issues; preparation of offers in compromise and installment agreement requests
  • Tax analysis in criminal and civil tax controversies (Federal and State)
  • Tax planning in business and real estate transactions
Estate Planning, Wills and Trusts, Estate Administration, Probate
  • Estate planning, including preparation of wills, living trusts, and life insurance trusts
  • Advanced Health Care Directives
  • Powers of attorney for Medical and Financial Affairs
  • Preparation of Estate and Gift tax returns (Form 706 and Form 709)
  • Trust and Estate Administration
  • Probate Law and Matters
Business Entity Formation and Tax Planning

  • Business entity formation and tax planning, including C-corporations, S-corporations, general and limited liability partnerships (LLPs), and limited liability companies (LLCs)
Real Property Law
  • Preparation of 1031 exchange agreements
  • Parent-Child Exclusions from reassessment regarding sale transfers and upon transfers to children upon the death of parents (Proposition 58 matters)
  • Proposition 60 claims to retain a lower real estate tax base from one property to another where eligible