Trust & Estate

·      Accounting disputes

·      Will and trust contests

·      Trust interpretation, modification, and reformation

·      Breach of fiduciary duties

·      Removal of trustee or personal representative

·      Trust and estate ownership disputes

·      Financial elder abuse

·      Estate tax planning for potentially taxable estates

·      Complex trust administration

Taxation

·      Income tax planning

·      Estate, gift, and generation skipping transfer tax planning

·      Criminal tax investigations

·      Audits

·      Administrative appeals and protests

·      United States Tax Court actions

·      Claims for refund and suits for refund

·      Income, estate, gift, and employment taxes

·      Internal Revenue Service, Franchise Tax Board, Employment Development Department, and State Board of Equalization

Retirement Plans & Deferred Compensation

·      Deferred compensation planning

·      IRS and EBSA audits and investigations

·      ERISA and other retirement plan disputes

·      Qualified Domestic Relations Order (QDRO) disputes

·      Non-qualified domestic relations order preparation and disputes

Business Litigation

Disputes occur, it is a fact of business and life.  Our attorneys understand that litigation is a business tool that needs to be properly managed so that our clients can both afford to enforce their rights and to defend against challenges to them.  This includes:

·      Enforcement of personal and business rights

·      Representing businesses, trusts and fiduciaries

·      Representing families on taxes, estate planning, finance, lending, investment management, restructuring and insolvency, regulatory and litigation transactions

·      Preserving value in family estates for this and future generations

Intellectual Property

Our attorneys have been trained by the very best in Intellectual Property and have focused on  patent, trademark, copyright, advertising, and/or trade secrets law for over 35 years.  Our highly-specialized attorneys offer comprehensive guidance on:

·      Developing, creating and vetting your brand identify

·      Defining your rights

·      Federal and State registrations

·      Licensing transactional services

·      Litigation defense and enforcement

Outside General Counsel

We are experienced in advising executive, senior management and board members on managing the organization's legal matters including:

• Navigating the complexities of corporate governance

• Establishing and maintain sophisticated employee compensation and benefits plans

• Developing appropriate vehicles for financing in real estate markets, prepare securities offerings

• Developing appropriate vehicles for financing in real estate markets, prepare securities offerings

• Managing State and Federal litigation

• Strategically anticipate and develop proactive solutions to eliminate or mitigate risks