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I offer a broad range of tax and legal services. Please call me to discuss how my tax and legal expertise can help you.
I provide a variety of legal services to individuals with a concentration on areas involving taxation matters.
I review and draft estate planning documents (trusts, wills) and related (health care directives, financial powers of attorney). I also assist in carrying out estate plans by preparing necessary implementation paperwork (transfers of title to trusts as necessary, etc.). Everyone, no matter the age, should consider the advantages of estate planning. With the proper planning, you can reduce your tax burden, probate costs, and specifically direct the handling of your assets and wealth.
I also have experience in dissolution of marriage proceedings in California and the associated tax issues and filing requirements. Working with divorce attorneys, I can review and analyze marital settlements to determine tax repurcussions to a particular spouse.
Additionally, I can handle various other routine legal matters on your behalf saving you the time and effort of seeking out an unfamilar attorney. If required, I can provide referrals to other attorneys to address specialized areas of the law.