Practice areas
Estate Planning
Putting off estate planning can expose your family to unnecessary delay, expense, and court involvement. We work closely with each client to ensure every asset is properly identified, coordinated, and strategically structured — allowing you to pass your entire estate outside of probate, in the most tax-efficient manner possible, through comprehensive trust and estate planning strategies.
For many Bay Area families, avoiding probate can mean avoiding significant statutory fees. For example, if you own a $1 million home in California it can generate approximately $46,000 in probate fees — costs that can be easily prevented with proper planning.
A thoughtfully designed estate plan not only protects what you’ve built — it preserves it for your loved ones.
Tax Controversy
You received a letter from the IRS or Franchise Tax Board, and the panic is setting in. As a shareholder of a CPA practice specializing in estate planning, I understand your tax situation in its entirety. I represent my clients in front of the IRS, California Franchise Tax Board, and US Tax Court, and can help you achieve the best possible result for your audit, appeal, or other tax controversy matter, including matters related to trusts and estates.