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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

 

 

 
Taxation
 
Almost every aspect of our client engagements is directly or indirectly tax sensitive. In addition to offering estate and business planning, our scope of services includes representation before federal and California taxing authorities and tax litigation. We have represented clients on tax related matters before the United States Tax Court, Hawaii Supreme Court and California Supreme and appellate courts. We have worked closely with clients in obtaining Internal Revenue Service private letter rulings in complex matters. The potential of transfer tax repeal by Congress will only shift, not eliminate, the need to continue tax planning which will remain a staple of our firm’s services.

 


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