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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.
Irvine households tend to have more moving parts than the average: two professional incomes, equity compensation, a business interest, sometimes property in another country. Those are exactly the situations where an estate decision has a tax consequence and a tax decision has an estate consequence.
The office is in Newport Beach, roughly fifteen minutes from most of Irvine. Most matters never require you to come in at all. Consultations happen by phone and by video as readily as in person.
In practice
What Irvine clients usually come in with
- 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 keep an office in Irvine. It keeps one office, in Newport Beach, and serves clients across the state. That is said plainly here because a page claiming a local presence that does not exist is not worth reading.
Schedule a consultation
Understand your options. Make an informed decision.
Whether you need assistance with estate planning, a tax matter or a bankruptcy question, the office is available to help you understand your options. The first conversation costs nothing.