The estate and trust area is a complex one presenting many opportunities for planning. We have extensive knowledge in thie field assisting our clients in planning and administering their estate and trust needs in a personalized and efficient manner.

Our services include the constant interaction with your attorney to assist in the planning of your estate and the drafting of the necessary documents to implement the estate plan. Once the estate plan is in place we assist our clients with the implementation of the plan which includes the preparation of the proper accountings, required tax returns and estate plan revisions as the need arises.

Areas of experience include:

• Wills and trusts
• Assessment of life insurance needs
• Buy / Sell Agreements
• Federal and California estate and trust income tax returns
• Federal and California estate returns
• Representation and negotiation with taxing authorities
• Analysis for division of assets
• Preparation of court accountings