Harry counsels predominately high net-worth families and closely held businesses in a broad range of matters, including areas of taxation (state, national and international), real estate, and estate and business succession planning.
Harry advises clients on structuring transactions in a tax efficient manner. Harry has an acute understanding of the real estate and agricultural sector and helps clients meet their business objectives. Harry regularly advises corporations, partnerships, and individuals on a broad range of domestic offshore and cross-border transactions often focusing on complex and innovative structures to transfer wealth and business holdings. Harry’s experience includes acquisitions, dispositions (including like-kind exchanges), sophisticated financing, easements, and other asset management matters that add post-tax value to the respective client.
Harry also helps individuals and families with sophisticated wealth planning and wealth preservation and multi-generational planning which minimizes income, estate, gift and generation-skipping transfer taxes.
Understanding the desire to preserve wealth and closely held business enterprises, Harry ensures a client’s legacy is persevered while navigating potentially sensitive family dynamics. As part of legacy planning, Harry regularly counsels his clients in respect to charitable giving and has been involved with establishing private foundations, charitable lead and remainder trusts, and other not-for-profit entities.
|Award name||Grantor||Date granted|
|10 Best in California for Estate Planning||American Institute of Legal Counsel||2018|
|Attorney||HBG Law, a California Professional Law Corporation||2018 - Present|
|Private Client Tax||Berliner Cohen||2017 - 2018|
|Private Client Tax||Withers Bergman LLP||2015 - 2017|
|Association name||Position name||Duration|
|Stanislaus County Bar Association||Member||N/A|
|Estate Planning Council||Member||N/A|
|National Association of Realtors||Member||N/A|
|California Association of Realtors||Member||N/A|
|Nevada Bar Foundation||Member||N/A|
|American Bar Association||Member||N/A|
|Society of Trust and Estate Practitioners||Associate Member||N/A|
|State Bar of California, Taxation Section||Member||N/A|
|State Bar of California, Real Property Law Section||Member||N/A|
|State Bar of California, Trusts and Estates Section||Member||N/A|
|Loyola Law School, Loyola Marymount University||LL.M||2014|
|Univ of Iowa COL||JD - Juris Doctor||2013|
|Univ of California at Los Angeles||B.A||2010|
|Society of Trust and Estate Practitioners||Demystifying Crypto-Currencies||2018|
Posted by anonymous
Thu Mar 26 2015
Posted by anonymous
Thu Nov 20 2014