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We provide creative and comprehensive representation in all areas of private client services, including personal tax-driven estate planning, business succession and charitable planning, probate, complex estate and trust administration, estate and trust litigation, pre-residency planning, and charitable organization representation.
We prepare wills and trusts that help clients avoid probate, appoint guardians for their minor children, protect assets from creditors, manage wealth for beneficiaries to ensure that children and grandchildren inherit property in a manner that is consistent with the clients' wishes, and minimize the taxes incurred when transferring wealth to successive generations.
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Chat withState: California
Acquired: 1997
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25 East Anapamu, Santa Barbara, CA, 93101
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