We can assist in virtually all business transactions and have developed an expertise in representing farmers, physicians, medical groups, contractors, and startups, including the following:
In addition to preparing your will, trust, and other estate planning documents, we will structure your estate plan to accomplish your business, tax, and planning objectives. We are able to assist with the preparation of simple estate plans using wills, trusts, and powers of attorney, as well as implement planning for large and complex estates to address tax and family succession issues, through the use of family investment entities, life insurance and irrevocable trusts, buy-sell agreements, dynasty trusts, gifting, and other estate planning techniques.
We will work closely with you to design and implement an estate plan which achieves your financial and wealth-planning goals. We also represent executors, trustees, and beneficiaries in probate and trust administration.
We specialize in implementing tax efficient structures for business transactions, capital and equity structures, and estate and gift planning. We can advise and offer guidance on your corporate, partnership, real estate, estate, gift, and generation-skipping tax issues, which tax issues are critical to developing an effective business and corporate structure, to understanding the consequences of a buy-out or purchase of a business, and to developing a fundamentally sound estate plan.
We are your one-stop shop for real estate transaction services. We can assist you at all stages and with virtually all transactional real estate issues, including the following:
5001 E. Commercenter Dr. Suite 250
Bakersfield, CA 93309
Office: (661) 215-4990
Fax: (661) 215-4991
Español: (661) 215-4999
8.00 AM – 5.30 PM
By Appointment Only
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