Case Studies

Estate Planning

The Situation:
One of our clients owned a number of commercial properties as well as his personal residence and numerous interests in other partnerships. While he had done a lot of planning in connection with his commercial properties and his business interests, he believed that his estate plan was complete because he and his wife each had a will.

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Wealth Preservation

The Situation:
Our client was the owner of multiple properties, including her personal residence and two vacation properties as well as multiple interests in various partnerships. The net value of her estate was estimated to be approximately $5,000,000. Due to her poor health, we were asked what we could do to help our client minimize the amount of estate taxes that would be due at her death in order to avoid a liquidation of her assets in order to generate the funds that would be necessary to pay the tax.

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Asset Protection

The Situation:
Our client owned a number of rental properties in a major U.S. city. These rental properties consisted of residential as well as commercial properties. Due to the litigious nature of our society, our client was concerned about becoming a target for a lawsuit if the extent of his real estate holdings were made public.

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TALK TO AN ATTORNEY

We proudly serve clients throughout California. We are pleased to offer free consultations in all the areas of law that we practice. Set up a time to meet with us to learn how we might be able to help you take care of your estate planning, business and asset protection needs.