• Trust and estate planning / Estate, gift, income tax planning/Domestic & International (as applicable) 


• Charitable giving - strategic planning for efficient wealth transfer to future generations 

• Trust administration – Legal counsel to Trustee(s) as to duties, responsibilities / create legal documentation.
​Legal Counsel to Beneficiaries as to rights/responsibilites.

• Corporate structure – Formation, review and analysis, legal protection and corporate management planning 

• Business succession planning – Corporate consulting, poise company for sale or transition to next generation 


Programs & Services


WHAT WE OFFER . . .


Experience 

  • Legal (19 years)

  • CPA/tax background (31 years)

  • Integrate law, accounting and tax aspects 


Established Law Firm

  • 12 year track record in San Diego County 


Customized Services 

  • Comprehensive estate plans

  • Assistance with implementation

  • Cultivate client’s trusted advisor team 


Value

  • Top shelf quality product(s) and personal service at boutique firm price point 




Indication of need for our services: 


• Individuals and families with higher net worth requiring comprehensive estate planning 

• Small to medium sized businesses requiring assistance with formation, corporate agreements, corporate governance and business succession planning 

• Corporate executives desiring assistance with both of the above 

• Trustees needing legal counsel as to their duties and responsibilities for handling pre and post death trust administration 

​​Call 858.724.2149

Client Options:


We offer receipt of payment for services via LawPay for our clients’ convenience. We accept MC, Visa, Discover and American Express.