Estate and Tax Planning With a Focus on the Future
Welcome to the legal services page for Oswald & Yap. For more than 25 years, our firm has been helping people and businesses throughout Southern California. Our business, estate and tax planning attorneys help people of all incomes preserve wealth and plan for the future security of their family.
This legal services page is provided as a brief summary of some of the estate planning and tax planning services offered by our firm. To learn more about our legal services, contact our firm in Irvine, California.
Overview of Estate Planning and Tax Planning Services
Some of the estate and tax planning matters we handle include:
- Individual tax planning: Our attorneys help position clients for future wealth for themselves, their families and future generations through creative devices designed to minimize tax exposure.
- Business tax planning: We provide legal services to help family business owners, closely held business owners and other business owners to maximize owner and employee benefit plans and to minimize tax exposures.
- Asset protection: Our firm provides creditor protection services designed to help limit the power of creditors who seek to attack your wealth and assets.
- Estate planning: We provide experienced estate planning services to people of all levels of wealth and financial security. We draft wills, trusts and other estate planning documents to help clients avoid probate and limit exposure to unnecessary taxes.
- Advanced estate planning: Multimillion-dollar estates require the attention of an experienced and highly knowledgeable estate planning lawyer. Our firm has helped clients throughout Southern California with advanced estate planning.
- Business continuity family protection: If you own a family business and need to know more about business succession planning for your family members, loyal employees or interested third parties, we can help.
- Trust administration: We represent trustees, trust beneficiaries and family members in trust disputes.
- Probate avoidance: Probate, which can cost as much as 10% of a probated estate's value, may be avoided in most cases. Contact us to learn more.
- Dispute resolution: We provide dispute resolution services for clients who are involved in an estate-related dispute, including will contests.
Contact Oswald & Yap
To schedule an appointment with a lawyer at our firm, call 888.312.8923, or contact us by e-mail.
