ESTATE PLANNING, PROBATE, AND TAX

The firm works closely with clients to understand their personal needs, family objectives, and financial considerations, emphasizing the tax consequences of estate planning.

• Wills, including wills creating testamentary trusts or containing pourover provisions
• Trusts, including living (or inter vivos) and charitable remainder trusts
• Representation of trustees, executors and administrators
• Living wills
• Nonprobate transfers of real and personal property
• Probate, including all documents and distribution of assets
• Probate litigation, including will contests, determination of undue influence, fraud and misrepresentation, and representation of beneficiaries
• Tax planning
• Estate tax return planning and preparation
• Audits and administrative appeals
• Tax litigation

500 North Brand Boulevard
  20th Floor
  Glendale, CA 91203
  Phone: (818) 547-5000 or (323) 245-9400
  Fax: (818) 547-5329