Where Law and Tax Meet

The form of the deal is a price term. Why buyers want assets and sellers want stock, what the gap costs by entity type, and the California issues that apply either way.

Since 2021 most parent-to-child transfers of California property are reassessed. How the family home cap works, what happens to rentals, and what families can still do about it.

"Should I put it in an LLC?" is usually the wrong first question. What each way of holding title actually protects, what California charges for an LLC, and the traps in moving a rental into one.

The most consequential decision in an estate plan is usually the least examined one. What the job actually requires, the ways the choice fails, and the provisions that protect a family when it does.

A plan has to be shaped to each family. Trustee selection, the attorney-client conversation, and why plans that are too complex — or too simple — invite discord and litigation.

LLC, S-corp, C-corp, partnership — the "right" entity is never a purely legal question or a purely tax question. Here's why the two have to be decided together.

A will and a trust are only half the picture. The other half is how your plan is taxed — and why the documents and the tax strategy should be built by one team.