Zachary J. Weitz

Revocable and irrevocable trusts, wills, powers of attorney, and advanced plans (ILITs, SLATs, QPRTs, family LLCs) for California families and business owners. Coordinated with your CPA and financial advisor. Flat-fee estate plans.

Estate tax planning to shrink taxable estates, capital gains planning, and tax structuring for sales of businesses and real estate. I also represent clients before the IRS and California FTB in audits, assessments, and appeals.

LLC and corporation formation, operating agreements, bylaws, buy-sell agreements, and equity plans for entrepreneurs and family businesses. Ongoing outside general counsel, coordinated with each owner's estate plan.

business and contract disputes, trust and fiduciary disputes in probate court, real property claims, and defense of business owners. From demand letters and negotiation through motions, mediation, and trial.