Robert James Owen

Robert James Owen's Legal Cases (3)

Redondo Beach, CA

Estate planning Lawyer at Redondo Beach, CA

Practice Areas: Estate Planning, Real Estate ... +2 more

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Estate planning

Complex Estate Planning Matter

N/A

OUTCOME:

Worked on a complex matter involving titling of assets into legal entities, property tax reassessments, and qualification for Medi-Cal benefits. Assisted with drafting and execution of corporate entity ... documentation.

Tax

Property Tax Reassessment Appeal

N/A

OUTCOME: Pending

Drafted and submitted property tax reassessment appeal on behalf of a client who had incorrectly been denied a Proposition 58 exclusion.

Estate planning

Complex Estate Planning Matter

N/A

OUTCOME: Pending

Managed a complex estate planning matter involving disinheritance, protection of assets, and gift/estate tax concerns for a high net worth client.

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