Attorney at Law
Attorney at Law
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 with respect to:
-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
-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 58)
-Grandparent/Grandchild Exclusion Claim Forms (Proposition 193)
-CA Board of Equalization Form BOE-100-B
(Change in Ownership of Legal Entity)