2152 Dupont Drive
Irvine, CA 92612-1315
Fax (949) 442 7349
"Our clients are the
cornerstone of our
While CPA firms
can be diligent in enlightening clients on the need for thorough
estate planning, most of them turn the challenge of finding
solutions and drafting plans of action over to the legal profession.
Our position is the minority
one, believing that the CPA, because of the close ongoing relationship
in tax planning, business decision-making, accounting, and family-related
issues, is in the best position to develop and integrate the
client's overall estate plan and transfer tax strategies.
We not only help clients achieve
effective gift and estate planning objectives, but also help
the families minimize the confusion, costs, and burdens when
death occurs through intelligent postmortem planning.
Our firm has established itself
in the forefront of estate tax reduction and tax funding strategies,
Revocable Family Trust Planning
Qualified Personal Residence Trusts
Irrevocable Life Insurance Trusts
Charitable Remainder Trusts
Family Limited Partnerships
Limited Liability Companies
Our strategic alliance with law
firms and insurance professionals allows us to take each element
of a gift or estate plan through the final stages of implementation,
completing the necessary documentation and funding steps.