Carl assists individuals and organizations in solving the complex business and legal... more
Carl assists individuals and organizations in solving the complex business and legal issues they face. He prides himself on being a clear thinker, good communicator, and problem solver. Carl’s work involves helping individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also focuses on estate, gift, and incom... view profile
Mark concentrates his practice in the areas of estate planning, business succession... more
Mark concentrates his practice in the areas of estate planning, business succession planning and family wealth counseling and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges. Mark has experience in the p... view profile
Attorney Joseph Cohen earned his law degree and MBA at UCLA. While in school, he... more
Attorney Joseph Cohen earned his law degree and MBA at UCLA. While in school, he worked for PIMCO, a leading investment management company. Upon graduation, Joseph worked as an attorney at Paul Hastings, one of the largest law firms in the world. In his second year at Paul Hastings, Joseph left to start Cohen Counsel. “Working for a traditional firm was a great experience, but from the client... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.