Business | Real Estate | Trusts and Estates

BUSINESS / EMPLOYEE BENEFITS

The firm advises and serves its clients on a wide variety of business and employee benefit matters that include the following:

BUSINESS

  • Formation of business entities (for example, corporations, partnerships and limited liability companies)
  • General business operations.
  • Tax planning with respect to the formation and operations of a business
  • Company mergers, acquisitions and reorganizations
  • Tax-deferred exchanges
  • Business secured loans
  • Retirement plans and other employee benefits
  • Preparation of appropriate business transactional documents

HEALTH CARE LAW

  • Professional Corporations - Physicians and other professionals
  • Business Transactions
  • General Health Law
  • Fraud and Abuse
  • Management Service Organizations

RETIREMENT PLANS AND EMPLOYEE BENEFITS

  • Pension and Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • ERISA
  • Executive Compensation
  • Deferred Compensation
  • Stock Options
  • Health Benefits
  • Cafeteria Benefits

NON PROFIT ORGANIZATION

  • Formation
  • Tax Issues
  • Exemption Issues

REAL ESTATE

The firm advises and represents business entities, trusts and individuals on diverse real estate matters. Our representation of clients may include contract negotiations, the preparation of contracts and other documents, and the assistance of our clients in working with financial institutions and other business entities. The real estate matters on which we represent our clients include, but are not limited to, the following:

  • Real property sales, acquisitions and leases
  • Real property secured loans
  • Real estate broker, title insurance and escrow issues
  • Preparation of appropriate real property transactional documents

TRUSTS AND ESTATES

The firm's trust and estate attorneys have substantial experience helping clients plan to minimize and, if necessary, resolve during audits, gift, estate and generation skipping transfer taxes and income taxes relating to trusts and estates. The firm's trust and estate's lawyers advise clients and prepare all necessary documents in connection with estate planning and estate and trust settlement matters and related tax and legal proceedings including the following:

ESTATE PLANNING

  • Wills
  • Revocable Trusts
  • Life Insurance including Irrevocable Life Insurance Trusts
  • Special Trusts including GRAT'S and QPRT'S
  • Charitable Gift Planning including charitable remainder and lead trusts
  • Premarital, Postnuptial and Cohabitation Agreements
  • Strategies for Asset Ownership including family limited partnerships and limited liability companies
  • Business Succession Planning
  • Business Valuation Issues
  • Planning for Distributions from Qualified Retirement Plans
  • Gift Programs including Crummey and Minor's Trusts
  • Transfer Tax Minimization Planning
  • Durable Powers of Attorney, health and legal

ESTATES AND TRUSTS SETTLEMENTS AND LEGAL PROCEEDINGS

  • Probates
  • Trust Administration
  • Preparing, filing and handling audits of Federal and State Estate Tax Returns
  • Will Contests
  • Trust Litigation

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180 Broadway, Suite 1350, San Diego, CA 92101
(619) 236-1323 | FAX (619) 238-0465
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