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We are deeply committed to building lifelong relationships with our clients and helping them make smart and practical decisions about preserving wealth and maintaining harmony with their loved ones. We bring to our clients the experience and skill of larger, more expensive firms in a personable and cost effective manner.

Our planning services include the preparation and implementation of:

  • Living trusts;

  • Wills;

  • Special needs trusts;

  • Irrevocable life insurance trusts;

  • Charitable trusts;

  • Private foundations;

  • Asset protection trusts and entities;

  • Durable powers of attorney;

  • Review and updating of existing estate planning documents; and

  • Business formation and succession planning.

We also represent individuals and corporate trustees in trust administration matters. Our services in this area include:

  • Assisting trustees in managing and settling trusts;

  • Allocating assets between sub-trusts;

  • Preparing estate and gift tax returns;

  • Handling estate tax audits; and

  • Modifying irrevocable trusts.

In addition, we represent beneficiaries of trusts and estates in order to help them protect their rights. Our practical approach to resolving matters is designed to avoid costly litigation and preserve relationships, while obtaining most favorable results for our clients.

With offices in Los Angeles and Riverside Counties, we provide convenient access to our services.

We invite you to take a tour of our website and acquaint yourself with our firm. Please don’t hesitate to contact us with any questions.