Professional Activities

• DETAILED LEGAL SERVICES
• Estate Planning:
• Wills
• Revocable Living Trusts
• Disclaimer Trusts
• Qualified Terminable Interest Trusts
• Irrevocable Trusts
• Charitable Remainder Trusts
• Irrevocable Life Insurance Trusts
• Personal Residence Trusts
• Grantor Retained Income Trust
• Family Limited Partnerships
• Durable Power of Attorneys for asset management and health care
• Consulting on charitable tax aspects of tax transactions

• Taxation:
• Consulting on tax planning
• Representing clients before the Internal Revenue Service and Franchise Tax Board
• Taxation of real estate including Section 1031 Like Kind Exchanges
• Consult on sales tax issues

• Real Estate:
• Representing Buyers and Sellers in contractual negotiations
• Preparation of leases
• Mediate disputes
• Determination of favorable business entity for real estate ownership and tax advantage
• Prepare loan documentation for private lenders
• Consulting on foreclosure and distress sales
• Evictions

• Business, Corporate, Partnership and Limited Liability Company Law:
• Formation of Business
• Formation of Corporations
• Securing corporate name,
• Articles of Incorporation
• Bylaws
• Stock issuance
• Formation of Partnerships, Limited and General
• Preparation of agreements and consult on tax structure
• Discount planning
• Formation of Limited Liability Company
• Preparation of filings with the Secretary of State
• Preparation of Operating Agreement
• Buy Sell agreements
• Determination of most favorable form of business structure
• Representing the business