OUR AREAS OF PRACTICE.
We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients' needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to "keep it in the family" where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.
- Business Planning
- Charitable Giving
- Employment Law
- Estate & Trust Litigation
- Estate Administration
- Estate Planning
- Guardianships & Conservatorships
- International Law - Estate Planning and Business Issues
- Organization & Operation of Closely Held Businesses
- Organization & Operation of Support Funds, Supporting Organizations & Nonprofit Organizations
- Owner, Operator, Shareholder Dispute Resolution & Litigation
- Real Estate
International Law - Estate Planning and Business Issues
More and more of our clients are acquiring homes in places like Mexico, Canada, and South America. If you have property abroad, you may be wondering how to hold title, whether your children will be able to use the home, or whether the home will be subject to an estate tax. Or perhaps, you are a Mexican or Canadian National who has acquired a home in the Valley or launched a business venture in the US. How should you acquire title to these properties? You may also be wondering how you will be subject to taxation in the US and how you could escape multiple taxes on a single venture.
Our firm can help you designate the proper owner for domestic or foreign investments in addition to designing a plan that minimizes overall taxation, all while simplifying your family's access to the property or business investment in the event of your death or disability.