Practice Areas

In California the primary asset is commercial lease real estate. When representing real estate operators or investors in real estate transactions, an attorney in California must understand the tax and estate planning ramifications of the deal they are putting together. Likewise, when advising families in California on estate planning strategies, the advisor must understand the ins and outs of how real estate transactions work in order to offer accurate advice. A great real estate attorney must also be a good estate planning attorney and a great estate planning attorney must also be a good real estate attorney when working with California clients.

Our Specialties

Real Estate

– Acquisition and Disposition
– Property Tax Reassessment Exemptions
– Property Tax Abatement
– Development and entitlements
– Property Management Agreement and Issues
– Title and Survey
– Easement and Lot Line Adjustment
– Commercial Lease

   – NNN
    – Gross
    – Master Lease
    – Ground Lease
    – Sublease
   – Commercial Lease
   – Lender Representation
    – Borrower Representation
    – Fannie Mae and Freddie Mac agency multi-family mortgage
    – CMBS mortgage
    – Loan opinion letters
 – Negotiate Investments for Investment Funds, Developers, Syndicators,
   Operators and Investors
– Limited Partnership
– Limited Liability Company
– Tenants-in-Common
– Real Estate Investment Trust
    – Mutli-family
    – Retail
    – Mall
    – Big Box and Power Center
    – Strip mall
    – Restaurant
    – Hotel and Resort
    – Office
    – Industrial
    – Warehouse and Distribution Center
    – Oil and Gas
    – Agricultural
    – Renewable Energy
    – Production Track Housing
    – Nonprofit and Educational Institutions
    – Religious  
    – Affordable Housing
    – Commercial Lease
Child Custody, Adoption And Surrogacy

Estate Planning & Probate

– Revocable Family Trust
– Will
– Deed, Assignment and Trust
     Funding
– Power of Attorney
– Advance Health Care Directive
– Post-Mortem Trust Administration
– Probate
– Letters Testamentary
– Heggstad Petition
– Spousal Property Petition
– Trustee Services
– Family Limited Partnership
– Grantor Retained Annuity
  Trust
– Self Canceling Installment Note
– Charitable Remainder Trust
– Charitable Lead Trust
– Planned Giving
– Spousal Lifetime Access Trust
– Irrevocable Life Insurance Trust
– Intentionally Defective Grantor
   Trust
– Qualified Domestic Trust
– Trust Dispute Mediation 

Nonprofits

– Nonprofit Corporation (Public and Private), Nonprofit Limited Liability Company
  and Nonprofit Supporting Organization Creation and Qualification
– Corporate Governance and Legal Compliance

– Fundraising Consulting
– Assist nonprofits in maximizing estate gifts and recovering misappropriated or
  delayed funds
– Assist in financing and real estate matters

    – Charitable Remainder Trust
    – Charitable Lead Trust
    – Charitable Gift Annuity
    – Bargain Sale
    – Gift of Real Estate
    – Gift of Closely Held Businesses
    – Bequests

Businesses & Corporations

– Merger and Acquisition
– Corporate Governance
– Start Up
– Investment Fund
– Financing
– Non Disclosure Agreement
– Buy Sell Agreement
– Split Dollar Plan
– Succession Planning
– Commercial Lease

    – S-Corp.
    – C-Corp.
    – Professional Corporation
    – Limited Partnership
    – Limited Liability Partnership
    – Limited Liability Company
    – Nonprofit Corporation

Contact us

Let Our Experience Be Your Guide 

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