Estate And Trust Services

Our Estate and Trust practice provides a wide range of services from sophisticated estate planning to the nitty gritty compliance. Above all else, we work hard to understand and implement your goals whether they involve the minimization of estate taxes, transition of a family business, establishment of a trust, or the creation of a private foundation.

Our services include:
• Strategies to maximize the transfer of wealth from generation to generation
• Business succession planning
• Review of estate planning documents
• Executor/trustee assistance
• Post-mortem planning, including funding of subtrusts
• Preparation of estate, gift, fiduciary and private foundation tax returns
• Court required accountings
• Family limited partnerships

For more information please contact:
Newport Beach
Scott Burack
Alec Abbott
Ron Williamson

San Diego
David W. Cortney