Costa Mesa, CA
Trusts Lawyer at Costa Mesa, CA
Practice Areas: Trusts, Estate Planning ... +2 more
OUTCOME: A couple with young children, a house and husband's retirement plan came to see me. They needed a very simple plan that made things easy for the surviving spouse and put the right people in place to take care of the kids if the need arose.
OUTCOME: Using a variety of advanced estate tax planning techniques, we reduced family's estate tax exposure from $60 million to less than $10 million.
OUTCOME: We established a private foundation to help a family achieve its objectives of supporting education for students in financial need.
OUTCOME: By petitioning the local probate court, we resolved a disagreement between siblings over the terms of their parents' trust.
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