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Estate Planning

Estate Planning

Including trusts, wills, irrevocable trusts, charitable giving, family wealth transfer planning involving estate tax avoidance, asset-protection planning, and family business succession planning and transfers; sophisticated charitable giving (CRT’s and other techniques); conservatorships for the elderly who cannot handle their own affairs; elder law and MediCal counseling.
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Office Location
  • Irvine Office
    5440 Trabuco Road
    Irvine, California 92660-5783
    Phone: 866-403-1396