AREAS OF PRACTICE

Estate Planning and Family Wealth Transfer Strategies
Basic family estate planning involving living trusts, wills, incapacity and healthcare planning
Creative and advanced strategies and planning for family wealth transfer, considering estate taxes, gift taxes and generation-skipping transfer taxes
Family business succession planning
Charitable giving techniques, including private family foundations

Trust Administration
After-death planning, and administration of family trusts
Advising and representing trustees on fiduciary duties, including tax planning and compliance, financial accounting, asset preservation, investment and management, transfer of assets to beneficiaries, etc.

Tax Planning and Business Planning Strategies and Consulting
Planning and structuring business and personal transactions, both domestic and international, in the most tax efficient manner
Considering federal and state income taxes, real property taxes, sales and use taxes
Representing individuals, business entities (corporations, LLC’s, partnerships, trusts) and charitable organizations

Tax Litigation and Controversy
IRS audits, IRS appeals and IRS collection defense
U.S. Tax Court litigation and federal district court litigation
California Franchise Tax Board (FTB) audits, appeals, collection defense
California State Board of Equalization (SBOE) sales tax/use tax
California Employment Development Department (EDD) payroll tax