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John Reinhold Ronge
Los Angeles, CA Estate Planning Attorney with 41 years of experience
Estate Planning, Probate and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
The law firm of John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses across Los Angeles for over 25 years. The law firm's expertise ranges from income, income tax and accounting, to more in-depth services such as probate estate and planning. The Law Firm of John R. Ronge provides a wide range of legal, tax, and professional services to individuals, businesses in a variety of industries, trusts and estates across Los Angeles, Santa Monica and surrounding areas.
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Matthew Schlau
Laguna Beach, CA Estate Planning Attorney with 11 years of experience
1968 S. Coast Highway
Suite 2498
Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business, IP and Probate
Southwestern Law School
Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.
Matt holds a Bachelor of Arts in...
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Samuel Ford
Torrance, CA Estate Planning Lawyer
Estate Planning, Elder and Probate
University of California, Davis, School of Law
Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation.
?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...
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Lindsay Altamirano
Torrance, CA Estate Planning Lawyer
21250 Hawthorne Boulevard
Suite 500
Torrance, CA 90503
Free ConsultationEstate Planning
University of the Pacific, McGeorge School of Law
Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations.
Although this fulfilled Lindsay’s background in Peace Studies and International...
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Debbie Yeh Joe
Los Angeles, CA Estate Planning Lawyer with 24 years of experience
Estate Planning and Workers' Comp
Loyola Law School, Los Angeles
Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.
A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...
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Bruce Mitchell Givner
Los Angeles, CA Estate Planning Lawyer with 49 years of experience
Estate Planning, Business and Tax
New York University School of Law and Columbia Law School
Listed as a SuperLawyer. Martindale-Hubbell Highest Rating AV Preeminent. Author of 110 articles in professional journals, chapters in professional treatises and books for professional societies. 43 years of practice in (i) ordinary income tax planning; (ii) reducing, deferring and eliminating capital gains taxes; (iii) eliminating estate taxes; (iv) planning for protection from future plaintiffs; and (v) potpourri of international tax, real estate tax, Tax Court, Probate Court, and estate planning.
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Leah L. Dixon
Beaumont, CA Estate Planning Attorney with 21 years of experience
Estate Planning, Business, Elder and Probate
Univ of LaVerne
Leah Larkin has been practicing law since 2004. She practices in the area of Estate Planning, Probate, Trust Administration and Business Law. Leah Larkin is a Certified Specialist in the area of Estate Planning, Probate and Trust Administration, by the State Bar of California Legal Board of Specialization.
Leah grew up in the Pass Area. She is a graduate of Beaumont High School and University of Redlands. Leah attended University of La Verne College of Law on a full tuition scholarship, graduating top of her class as Valedictorian and passing the bar on the first time in 2004. Leah is...
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Galen Gentry
Woodland Hills, CA Estate Planning Lawyer with 34 years of experience
Estate Planning, Divorce and Family
Emory University
Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com.
I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members.
The three most important characteristics of our firm are accessibility of the attorney,...
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Mr. David Lawrence Gibbs
San Clemente, CA Estate Planning Attorney with 31 years of experience
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
California Western School of Law
Since 1974, The Gibbs Law Firm, APC has provided unparalleled service in a variety of legal matters throughout Southern California. Prospective clients can expect the same resources as many large firms, without sacrificing the personalized focus and attention that comes with a modest-sized staff. The Gibbs Law Firm, APC has forged many alliances across its long history, and will use all the tools at its disposal to obtain the results you seek. Whether you have residential, commercial or manufactured housing real estate problems, seek advice on any aspect of business operation, require representation in Bankruptcy proceedings or need assistance with...
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Ann Michael
Los Angeles, CA Estate Planning Attorney with 33 years of experience
Estate Planning, Probate and Tax
Oklahoma City University School of Law
Ann Michael has a broad background across estate planning, estate and trust administration and probate and trust litigation. She applies this knowledge to draft various estate planning documents, including, but not limited to, living trusts, gift trusts, GRATs, QPRTs, and life insurance trusts.
Ann is a member of Phi Delta Phi legal honors fraternity and is admitted to practice law in California, Oklahoma and Illinois (inactive).
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Lisa M. Burkdall
Los Angeles, CA Estate Planning Attorney with 30 years of experience
Estate Planning and Business
University of California College of the Law, San Francisco and UCLA School of Law
Lisa M. Burkdall provides sophisticated wealth transfer services for high net worth individuals and families. She specializes in multi-generational planning designed to preserve the client's values while achieving both tax and non-tax objectives. Adept at drafting complex, integrated estate plans, Lisa coordinates the disposition of assets through revocable trusts, life insurance trusts, customized beneficiary designations for retirement plans and lifetime gifting strategies, such as grantor retained annuity trusts and residence trusts. Her practice also includes the modification and reformation of irrevocable trusts to accommodate the beneficiaries' evolving needs and circumstances, while staying true to the trust creator's intent. Lisa enjoys...
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Edlin Martin
Century City, CA Estate Planning Lawyer with 7 years of experience
(310) 622-4403
1801 Century Park East, Suite 2500
Century City, CA 90067
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Southwestern Law School
Edlin Martin is a founding partner of MacKay & Martin, LLP. Her practice focuses on family law and estate planning. Prior to founding her own practice, Ms. Martin was a senior family law associate attorney, where she specialized in litigation of high-conflict family law issues such as domestic violence restraining orders, move-away cases, and child custody and visitation arrangements.
Ms. Martin has devoted much of her career to helping children and other victims of violence in family law and related immigration matters. Ms. Martin is particularly proud of her contribution to the drafting of California bill AB-1678, which was signed...
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Andrew G. Smith
Los Angeles, CA Estate Planning Attorney with 16 years of experience
Estate Planning, Probate and Products Liability
Georgetown University
Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.
Before joining Weinstock Manion, Andrew began his career as an associate in the Litigation Department at Winston & Strawn LLP, where he represented corporations engaged in various types of complex commercial litigation, including trade secret, product liability, trademark and maritime disputes. He joined Weinstock Manion to specialize in estate...
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Amir Abbas Abdizadeh
Glendale, CA Estate Planning Attorney with 11 years of experience
Free ConsultationEstate Planning, Elder, Employment and Personal Injury
Loyola Law School, Los Angeles
Amir graduated from Loyola Law School in 2013 and received his Bachelors of Science at UC Irvine in 2009. During his tenure at Loyola Law School, Amir externed at various law firms to get real world legal experience and learned how to effectively represent clients. After graduating law school, Amir worked at a business litigation firm in Century City and was part of an integral team handling complex litigation disputes. After experiencing the litigation side, Amir decided to expand his legal experience and took up an opportunity to work at an estate planning and business law firm where he learned...
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Joann Robin Deutch
Los Angeles, CA Estate Planning Attorney with 42 years of experience
Estate Planning, Business, Consumer and Immigration
New York Law School
Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case.
I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement.
I advise individuals and companies in SMALL CLAIMS...
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Albert Lum
Pasadena, CA Estate Planning Attorney with 62 years of experience
Estate Planning, Business, Immigration and Tax
USC Law School
As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.
Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
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Joshua R. Driskell
Pasadena, CA Estate Planning Attorney with 14 years of experience
Estate Planning, Elder, Probate and Tax
University of Toledo
Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...
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Rebecca Sommer
Anaheim, CA Estate Planning Lawyer
Free ConsultationEstate Planning
Loyola Law School, Los Angeles
Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School.
She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...
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Julie Ho
Orange, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Family
Southwestern University School of Law
An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...
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Kate Kelso
Tustin, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, Elder and Tax
Georgetown University Law Center
Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso.
Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...
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Jack Chammas
Glendale, CA Estate Planning Attorney with 29 years of experience
Estate Planning, Business, Landlord Tenant and Real Estate
Western State Univ COL
Jack Chammas is the Managing Attorney at the Chammas Law Office, APLC. Practicing since 1996, his experience ranges from Business and Transactional Law, Real Estate Law and Civil Litigation. Two years into his practice, he joined a California Based Corporation as its in-house General Counsel. What started out as a small business venture eventually became the experience of his lifetime. Within ten years, the company grew exponentially to a multi-million dollar institution operating in 50 States. As General Counsel, Jack handled all aspects of running a multi-state multi-million dollar operation including working with law firms nationwide, participated in litigation at...
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Stephen Marc Drucker
Glendale, CA Estate Planning Lawyer with 47 years of experience
Estate Planning, Divorce, Family and Probate
Western State Univ
Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.
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Phillip Selio
Los Angeles, CA Estate Planning Attorney
Free ConsultationEstate Planning and Business
California Western School of Law and University of California - Riverside
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Zakiya J. McCullough
Beverly Hills, CA Estate Planning Lawyer with 14 years of experience
Estate Planning and Elder
University of the Pacific, McGeorge School of Law
Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.
Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....
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Jill S. Gregory
Newport Beach, CA Estate Planning Lawyer with 28 years of experience
(949) 514-8842
620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Free ConsultationEstate Planning, Elder and Probate
Pepperdine University School of Law
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us.
I look forward to learning how we can serve you and your family.
Contact us today...
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Noelle Renee Minto
Tustin, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
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Richard Erroll Young
Lake Forest, CA Estate Planning Lawyer with 50 years of experience
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
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Aida Susana Macedo
Whittier, CA Estate Planning Lawyer with 11 years of experience
Free ConsultationEstate Planning, Administrative and Employment
University of California - Davis
Ms. Macedo practices estate planning, provides general counsel services, and is a consultant working on policy issues. Her interests include supporting local municipalities, small businesses, and community nonprofits.
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Darlynn Campbell Morgan
Newport Beach, CA Estate Planning Lawyer with 29 years of experience
Free ConsultationEstate Planning and Probate
Loyola Law School
Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County.
Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association.
Darlynn...
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Aastha Madaan
Long Beach, CA Estate Planning Attorney with 12 years of experience
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
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Rajesh Wadhwani
Los Angeles, CA Estate Planning Lawyer with 28 years of experience
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
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Victoria Herrick
Apple Valley, CA Estate Planning Attorney
Estate Planning
Abraham Lincoln University School of Law
Victoria Martin (formerly Victoria Herrick) is a licensed attorney practicing law in the State of California. She graduated with her J.D. from Abraham Lincoln University School of Law in Los Angeles, California. She works in the area of Estate Planning, offering advice regarding Living Trusts, Wills, and Powers of Attorney. Proper Estate Planning will ensure that your wishes are followed in the most tax-effective, cost-effective and efficient way possible.
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Yelena Gurevich
Studio City, CA Estate Planning Lawyer with 15 years of experience
(213) 534-7769
3940 Laurel Canyon Blvd.
Suite 800
Studio City, CA 91604
Free ConsultationEstate Planning, Arbitration & Mediation, Bankruptcy and Collections
Thomas Jefferson School of Law
I am the principal attorney at YG Legal Firm. I am a graduate of the University of Southern California with a Bachelors in Philosophy as well as a Minor in History and Communications and obtained my Juris Doctorate from Thomas Jefferson School of Law.
I have been a licensed California attorney since 2010 and am licensed to practice in the Central, Eastern, Northern and Southern California federal courts.
As an active member of CAALA and NACA, I partner with other attorneys that fight for the rights of every consumer to help achieve the best results possible for my clients.
I offer free...
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Eric F. Bergman
Los Angeles, CA Estate Planning Attorney with 12 years of experience
Estate Planning, Business and Tax
UCLA School of Law
I am a dedicated Estate and Tax Law Attorney at Weinstock Manion. My current practice focuses on Estate Planning, Wealth Transfer and Business Succession Planning. I provide comprehensive and creative estate, gift tax and business succession plans for individuals and families. I am committed to excellence, integrity, innovation, and personal attention to meet your legal needs and goals.
I received my B.A. in History from the University of California Los Angeles. In 2013, I earned my J.D. from UCLA School of Law. I am a member of the State Bar of California, Beverly Hills Bar Association, and American Bar Association.
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Rochelle H. Schultz
Los Angeles, CA Estate Planning Attorney with 11 years of experience
Estate Planning, Probate and Tax
University of Southern California Gould School of Law
Rochelle H. Schultz applies a broad background in estate planning and business litigation to develop comprehensive estate and wealth transfer plans for high-net-worth individuals and families. With a background in litigation, Rochelle is particularly adept at identifying and addressing potential obstacles to clients' financial and personal goals. Clients appreciate Rochelle's genuine efforts to get to know them, their families, business dealings and concerns in order to better advise them during the estate planning process.
Rochelle began her career in dispute resolution and litigation, and has represented clients in commercial and entertainment contract disputes, intellectual property actions, employment actions, as well as...
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Amy K. Saechao
Los Angeles, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, IP and Trademarks
Golden Gate University School of Law and Chapman University Fowler School of Law
Next Level Legal aims to reimagine the legal experience by disrupting the way that law firms have traditionally delivered services. We believe that everyone should be able to access an attorney when they need it and continue to establish solutions to make that access possible, including the utilization of technology, transparent pricing, flexible payment options, legal subscription memberships, and options for virtual representation.
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Jennifer L. Long
Los Angeles, CA Estate Planning Attorney with 38 years of experience
(310) 785-5397
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of California, Berkeley School of Law
Jennifer Long's practice includes estate and gift tax planning, trust and probate estate administration, income tax and state and local (including property) tax work, as well as basic corporate work necessitated by the tax planning (LLC and corporate formation and maintenance, buy sell agreements, etc.).
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Vatche Zetjian
Los Angeles, CA Estate Planning Attorney
(310) 201-3552
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Probate
Loyola Law School, Los Angeles
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Anthony Salvador Perez
Los Angeles, CA Estate Planning Lawyer
(310) 785-5380
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of California, Irvine School of Law and University of California, Irvine School of Law
I am an associate in Jeffer Mangels Butler & Mitchell LLP's Taxation, Trusts & Estates Department, where I focus my practice on estate planning.
During my time in law school, I had the privilege of serving as a judicial extern for the Hon. Kim M. Wardlaw on the US Court of Appeals for the Ninth Circuit and for the Hon. Rozella A. Oliver of the Central District of California. I was actively involved in academic publishing as a staff editor for the UCI Law Journal of International, Transnational, and Comparative Law. Additionally, I held the position of Vice President of Outlaw,...
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Sara Baird
Los Angeles, CA Estate Planning Lawyer
(310) 785-5385
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law and Loyola Law School, Los Angeles
I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues.
In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum.
Originally from Iowa, I now enjoy the California lifestyle,...