Protect What You've Built
Comprehensive planning for California families with significant assets, complex situations, and multi-generational wealth transfer goals.
When Your Estate Requires More Than Basic Planning
Most estate planning attorneys focus on basic wills and trusts. That's fine for straightforward situations.
But when you own a business, hold multiple properties, support adult children, care for aging parents, manage a blended family, or simply want to preserve wealth for future generations—basic planning isn't enough.
Wealth preservation planning addresses the unique challenges that come with success: protecting assets from creditors and predators, minimizing estate taxes, coordinating business succession, managing real estate portfolios, balancing competing family interests, and ensuring your legacy lasts beyond your lifetime.
These situations require a California State Bar Certified Specialist—not a general practitioner.
Wealth Preservation Services
Specialized planning for complex situations
Multi-Generational Planning
Pass wealth across generations while minimizing taxes, protecting assets, and ensuring your values endure.
Business Succession Planning
Protect your business value, ensure smooth transition, and minimize tax impact when you exit.
Real Estate Portfolio Planning
Coordinate multiple properties—primary residence, vacation homes, rentals, and commercial real estate.
Blended Family Wealth Planning
Balance the interests of current spouse and children from prior relationships without creating conflict.
Charitable Giving & Legacy
Combine tax efficiency with philanthropic goals while providing for family.
Is Wealth Preservation Planning Right for You?
Consider wealth preservation planning if you:
- ✓Own a business or professional practice worth $1M+
- ✓Have a combined estate (real estate, investments, business) exceeding $3M
- ✓Own multiple properties (primary residence, vacation home, rentals, etc.)
- ✓Have a blended family with complex inheritance considerations
- ✓Want to protect assets from creditors, lawsuits, or divorcing spouses
- ✓Are concerned about estate tax exposure (estates over $15M)
- ✓Want to pass wealth to grandchildren or future generations
- ✓Have philanthropic goals and want tax-efficient charitable giving
Why California State Bar Certification Matters
Less than 1% of California attorneys are State Bar Certified Specialists in Estate Planning, Trust & Probate Law.
- ✓Rigorous Examination: Must pass comprehensive written exam on estate planning and probate law
- ✓Substantial Experience: Minimum 5 years practice with 60% focused on estate planning
- ✓Peer Review: Evaluated by other certified specialists and judges
- ✓Ongoing Education: Required continuing education to maintain certification
For high-net-worth estates and complex situations, working with a certified specialist isn't a luxury—it's a necessity.
Ready to Discuss Your Wealth Preservation Goals?
Schedule a confidential consultation to discuss your specific situation and goals.