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Estate Planning

As a Certified Legal Specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization), Mr. Asher performs estate planning for all size estates to conserve and transfer wealth, to preserve businesses, real estate and other assets, and to achieve the lifetime and testamentary goals of each client while minimizing administrative costs and taxes. Estate planning techniques vary as the tax laws change. Closely monitoring these changes, we tailor clients’ estate plans with care, always keeping their particular goals in mind. We also handle all aspects of the estate and trust administration, including, when appropriate, opportunities for “post–mortem” estate planning utilizing disclaimers, asset allocation decisions, intra-family sales, tax elections and other techniques to achieve optimal tax results and implement family needs and goals. Mr. Asher represents clients in the administration of decedent’s estates (probate), and representation in audits with the Internal Revenue Service in estate and gift tax matters.

Expertise List

Mr. Asher’s expertise in this area includes the following: