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Areas of Practice
Please select a practice area:
 
Estate Planning
Probate & Trust
Administration
Business Planning
Probate & Trust Litigation
Non-Profit Planning
Taxation
 
 

 
 
Office Location
231 Second Avenue
P.O Box 371
San Mateo, CA 94401
650.292.2900
650.292.2901

 

 

 
Business Planning & Non-Profit
 

We provide advice and analysis regarding: choice of business entity and entity formation, tax planning and counseling, contract negotiation and drafting, mergers and acquisitions, purchases and dispositions of real and personal property.

Our clients typically represent the major interest holders of their business entities. We often coordinate business planning with estate planning goals and objectives. This takes a thorough understanding of corporate and business law complexities, the ability to adapt to the desires and needs of our clients, as well as identifying early in the process the proper exit strategy.

 


ESTATE PLANNING RESOURCES
» Estate Tax Calculator
» Understanding Funding
» Life Insurance Trusts
» Setup Corporate Trustees
» Duties & Responsibilities of a Trustee
BUSINESS RESOURCES
» Internal Revenue Service
» United States Tax Court
» Employment Developement Dept.
» California Franchise Tax Board
» California State Board of Equalization