San Diego Taxation, Trust & Estate, and Business Attorney

When selecting an attorney, it is important to seek counsel that is trustworthy, knowledgeable, and understanding.  Here, the client’s needs are always assessed first in order to devise a plan that will best achieve their goals and maximize results while minimizing cost.

Tax Controversies ● Transactional Tax ● Tax Planning

Our tax practice focuses on helping individuals and businesses resolve issues with the Internal Revenue Service (IRS) and California Franchise Tax Board (FTB).  We take a unique approach to each case that focuses on both short-term results and long-term strategic planning, so the client can see immediate results and benefits moving forward.

Estate Planning ● Trust and Estate Litigation ● Trust and Estate Administration ● Probate

Our estate practice runs the full gamut of estate law, from drafting estate planning documents, to representing fiduciaries in trust and estate administration, to fighting for beneficiaries and heirs in estate and trust litigation, to probate of estates.

Business Succession Planning ● Small Business Law ● Business Formation ● Business Operations

We also work with small to medium size businesses, including start-up companies, whether it be a sole proprietorship, partnership, limited liability company (LLC), S Corp, or C Corp.  We take care of the formation phase of each business and see that it is prepared to take the first step in operations through contract drafting and legal compliance, and ultimately setup the succession planning for the business owners.

Please check out the website for more details or by calling (619) 786-4412.