-Preparation of Estate Planning Documents , including:

• Revocable Living Trusts

• Wills

• Powers of Attorney

• Advance Health Care Directives

• Community Property Agreements

• Certifications of Trust

• Trust Transfer Documents, such as:

-Deeds

-Assignments

-Estate & Gift Tax Planning

Preparation of Documents and Legal Counseling:

• Formation, Operation and Dissolution of California Business Entities

• Business Succession Planning (emphasis on family-owned businesses)

• Purchase and Sales of California Businesses, including:

-Stock Purchase Agreements

-Asset Purchase Agreements

• Buy-Sell Agreements & Cross-Purchase Agreements

• General Business Law Matters

• Federal & California State Income Tax Planning 

(Individuals & Businesses)

Identification of Potential Real Property Tax Issues

-Real Property Tax Planning for Individuals, Families & Businesses, including:

• Parent/Child Transfers (Proposition 19)
• Grandparent(s)/Granchild(ren) Transfers
• Legal Entity Transfers ( Change in Ownership of Legal Entities)
• Change in Ownership (Individuals & Co-Owners)

-Preparation of Real Property and Real Property Tax Documents, including:

• Deeds, Affidavits, Deeds of Trust, Reconveyance Deeds
• Preliminary Change of Ownership Reports
• Parent-Child Exclusion Claim Forms (Proposition 19 and Proposition 58)
• Grandparent/Grandchild Exclusion Claim Forms  (Proposition 19 and Proposition 193)
• CA Board of Equalization Form BOE-100-B (Change in Ownership of Legal Entity)