My primary pratice areas are estate planning and business law. While I have handled hundreds of tax controversy cases over the years (I was an IRS Agent for 10 years), I find that the greatest tax savings are in the estate tax area. The following is a sample of the types of matters that I handle:
Estate Planning Matters: Revocable and Irrevocable Trusts, Dynasty Trusts, Children’s Trusts, Special Needs Trusts, Personal Residence Trusts, and Asset Protection Trusts. Probates and Trust Administration.
Business Matters: Formation, liquidation, and reorganizations of Corporations, Limited Liability Companies (LLC’s), General and Limited Partnerships.
Tax Matters: Represent clients before the IRS and the California FTB, advising attorneys and accounts of the tax consequences of various business matters, and expert witness testimony in trial cases involving tax matters.