Wealth Preservation & Estate Planning Advisory

Wealth Preservation & Estate Planning Advisory

The lawyers and advisors in our Wealth Preservation and Estate Planning Advisory Practice understand that coming to grip with the fact one may become mentally incapacitated or face eventual death is not easy. The role of our lawyers and advisors is to assist our clients with getting their affairs in order and to make sure that their wishes are carried out.  Advising and assisting our clients on end-of-life or estate planning doesn’t begin and end with the legal task of preparing a will. Our team takes a holistic approach to understanding what the clients want for themselves or their family members and in this process, our lawyers and advisors closely with our clients and their loved ones to ensure that their interests are protected.

Our lawyers and advisors have substantial experience and expertise in assisting and advising clients with wealth preservation and estate planning matters, including trust establishment, estate tax mitigation, generational estate planning, patient rights and health care directives, and avoidance of guardianship and conservatorship. More importantly, however, we want to help our clients plan ahead and give our clients the peace of mind that things will go exactly, and their loved ones cared for, as they truly intended.

We have represented many clients in incompetency proceedings, estate probate and administration proceedings, will contest proceedings, accountings and other Surrogate Court matters and litigation.

Our team works with clients from various backgrounds, including new immigrants to the U.S., and we help them to understand the complicities of the probate and estate regime in the U.S., as well as the tax implications related thereto.  We are also able to advise and support U.S. taxpayers living abroad with estate planning involving assets inside and outside of the U.S.  Our lawyers will advise and provide guidance to the clients on the following subject matters:

Dying with Dignity
Estate Planning
Foreign Grantors & Gifts
Medical Treatment Directive and Patient’s rights
Power of Attorney / Guardianship / Conservatorship
Trust Administration & Management
Wills & Trusts

Practice Head

Ian Liao
(949) 754-2862

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