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Estate Planning & Asset Protection

Led by Rod Stern — with the assistance of especially Michelle Generaux and Casey Hannegan — our Estate Planning and Asset Protection Practice Group focuses on protecting and maintaining wealth while minimizing expenses, taxes and family stress.

Our services include counseling regarding estate planning and asset protection; the drafting of wills and trusts; the administration of unsupervised trusts; and representation in formal probate, conservatorship and guardianship proceedings.

 

Estate Planning & Asset Protection

2603 Main Street
9th Floor
Irvine, CA 92614-6232
directions
Phone: (949) 794-4000
Fax: (949) 794-4099