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Serving Irvine, California
Irvine estate planning, tax and bankruptcy.
Estate planning, tax and bankruptcy advice for Irvine families and business owners, from an office about fifteen minutes away on MacArthur Boulevard.
An Irvine household might have two professional incomes, equity compensation, a business interest, or property in another country. In those cases an estate decision often has a tax consequence, and the reverse is true too.
The office is in Newport Beach, roughly fifteen minutes from most of Irvine. Consultations can be by phone or video, so you may not need to come in at all.
In practice
Matters that often come up in Irvine
- 01
Business owners asking how to structure or eventually sell the company, and what that does to their estate plan.
- 02
Families with a house that has appreciated substantially, asking how to pass it on without handing their children a property tax reassessment.
- 03
People with foreign accounts, pensions or an inheritance abroad, who have discovered that the reporting obligation exists whether or not any tax is owed.
The firm does not have an office in Irvine. Its one office is in Newport Beach, and it serves clients across the state.
Schedule a consultation
Get advice on your situation before you decide.
Call or write about an estate plan, a tax problem or a bankruptcy question. The first conversation costs nothing.