We'd like to introduce our particular areas of expertise to you. It's worth noting here that we intentionally focus on only the following practice areas. The reason is simple, and much to your advantage-focusing on specific practice areas allows us to give you the highest-quality, best-informed legal counsel.
Business Law
including:
- entity selection and formation
- executive compensation
- partnership and LLC agreements
- incorporations
- dissolutions
- succession planning
Estate Planning/Taxation
Estate Planning , including the planning, structuring and drafting of wills and living trusts. Other estate-related issues include succession planning for business owners, family partnerships, LLC’s, fiduciary and trustee liability, charitable trusts, trust and estate administration, life insurance planning, and post-death tax planning.
Tax Matters , including counseling and representation before the Internal Revenue Service, Franchise Tax Board and Tax Court.
CPA Firm Practice Enhancement
Including continuing education, marketing and strategic planning support, systems assistance for more effective estate planning practice, estate and gift tax review, and consultations. (See the “ CPA Corner ”.)
