Estate Planning in Beverly Hills

The firm is a boutique shop, offering highly attentive and individualized service designed to make the client experience exceptional.? ?

Clientele are mostly business owners, professionals, and high net worth individuals. Areas of practice include business transactions, real estate transactions (purchase and leasing), estate planning, probate and trust administration and asset protection. ?

Business owners have ongoing legal needs. Many require, but cannot afford, an in-house attorney.? Brian provides ongoing General Counsel services, serving in the role of in-house counsel from the outside, in a manner that is more affordable. Knowledgeable about all aspects of business, Brian also provides business counseling and assistance with the development of business plans and exit strategies. ?

Planning is designed to result in the more efficient operation of businesses. Attention is paid to both legal and non-legal issues affecting profitability, allowing business owners to increase both sales and recurring income, as well to maximize equity at the time of sale. The firm?s counsel is designed with this in mind.

As our society become more regulated and litigious, minimizing taxes and liability to others becomes more and more important. Strategic planning can help people comply with the onerous regulatory burden many face. Such planning, incorporating asset protection strategies during life to estate planning in the event of disability and death, can serve to save taxes and fees, while protecting wealth for future generations. The firm can help accomplish these goals.

All About Strategic Tax Planning for Businesses explains the appropriate ways for businesses to minimize liabilities, and shows how people can protect their assets.

For more information, or to make an appointment, call Brian? today!