Trust/Estate Planning, Operation and Compliance

The Firm represents high net-worth individuals who often require advice and counsel to minimize estate and gift taxes and planning for the transfer of wealth to future generations. Our estate and gift team specializes in constructing trusts and other estate planning instruments to be used for such purposes, and also is frequently called upon to advise banks, trust companies and other corporate fiduciaries in connection with their administration of such vehicles. The Firm’s trust and estate lawyers are highly familiar with California probate law, not only the tax aspects, but also as it pertains to the administration of estate plans.