Estate Planning & Wealth Transfer

Our Estate Planning and Wealth Transfer practice is led by Edward Levine, one of California’s leading attorneys in trust and estate law. Our team’s practice emphasizes sophisticated planning relating to trusts, estates, conservatorships, guardianships, nonprofit tax-exempt organizations and estate and gift taxation. Our clients are high net worth individuals, many of whom are connected to the entertainment, venture capital, and financial services communities.

Our trust and estate experts routinely provide consultation, advice, drafting and implementation relating to estate planning techniques and estate plans, including trusts for children and other beneficiaries to provide for management, care and flexibility in tax planning. Our lawyers are experienced in creating and implementing a wide variety of estate planning structures, including: generation-skipping transfer trusts; grantor retained annuity trusts; qualified personal residence trusts; family limited partnerships; life insurance trusts; private foundations; charitable lead trusts; charitable remainder trusts; qualified domestic trusts for non-citizen spouses; and special needs trusts.

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