Contact one of our four offices for a free consultation about a new plan or review of your current Estate Plan.

Woodland Hills, CA

Orange, CA

Long Beach, CA

San Mateo, CA

The hiring of an attorney is an important decision which should not be based on advertising.  The information contained on this website is provided for general information purposes only.  It is not, nor is it intended to be, legal advice.  It does not, nor is it intended to, create an attorney-client relationship.  You should consult an attorney regarding your specific individual situation.

We invite you to contact us and welcome your telephone calls, letters, and electronic mail.  However, contacting us does not create an attorney-client relationship.  Please do not send any confidential or time-sensitive information to us until such time as an attorney-client relationship has been established.  Any information sent to us via electronic mail or through this website is not secure and will not be treated as confidential or time-sensitive.

It is our intention to attempt to keep the information contained on this website current; however, laws change frequently and vary from jurisdiction to jurisdiction.  We do not warrant or guarantee that the information is accurate, complete, or up-to-date.  You should not act based upon this information without seeking professional counsel from an attorney admitted to practice in your jurisdiction

If you have substantial assets, R&A is available to recommend strategies that help preserve your estate, including but not limited to:

  • Wealth Transfer and Dynasty Preservation
  • Business Succession
  • Spendthrift and other trusts that protect heirs and preserve income
  • Minimizing tax burdens to heirs, and protecting the inheritances of all generations

We provide options for further protecting your assets such as:

  • Insurance trusts that can be used to pay estate taxes
  • Charitable trusts that can eliminate federal estate taxes
  • Generation-skipping tax planning to reduce or eliminate future federal estate taxes
  • Family limited partnerships (FLPs) and LLCs to streamline family business interests and realize gift and estate tax savings
  • Private foundations that help people realize charitable goals
  • Asset protection trusts that can reduce exposure to future creditors
  • Foreign estate tax planning considerations

Advanced Estate Planning

Wealth Preservation, Dynasty  Planning, Mergers & Acquisitions

Roxanne Jen, Victoria Campbell, Kayla Beyer, Donald Sweet

Woodland Hills Teams

R&A Estate Planning Teams

Peter Richards, Christian Ziegler, Pierre Rodnunsky

What is Advanced Estate Planning?

Complex and advanced planning techniques are tailored to an individual’s situation. We recommend an annual estate plan review, which allows us to suggest new approaches that may have developed since the plan was originally drafted.

Our Advanced Estate Teams specialize in complex planning, preservation of wealth and the diverse legal needs of successful families.

Tal Elfenbein, Connie Lee, Tamara Fong

San Mateo Team

Woodland Hills Long Beach Orange County

San Mateo