Estate Planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. The nature and scope of legal services required depends on the circumstances of the estate. If the decedent died. Executive and other employment/severance agreements, Commercial and personal service agreements.
Beneficiary representation involves having an attorney or law firm act as your advocate to protect your rights and. Definition: A means by which governments finance their expenditure by imposing charges on citizens.
Beneficiary representation involves having an attorney or law firm act as your advocate to protect your rights and. Definition: A means by which governments finance their expenditure by imposing charges on citizens.
Services
With an advanced, legal master's degree in taxation, Mr. Kurtz has led our firm to focus on tax-related practice areas, particularly estate planning, estate administration, and business formation and transactions. We have over three decades of experience providing estate planning for clients with common, non-tax related goals.
The firm consists of three attorneys and experienced and professional support staff to provide clients with the highest degree of legal services. Our professionals are readily accessible for prompt action in response to the daily needs of our clientele. We are conveniently located off of the 241 toll road in Foothill Ranch, in Orange County, California.
Design, draft, and execute estate plans of all kinds, from simple wills to complex trusts. Help clients minimize expenses and delays involved in transferring assets upon death, including probate avoidance and income, estate and property tax minimization. Maintain ongoing contact in order to ensure the "funding" of trusts and to address changes in client circumstances, tax laws, and estate planning laws.
Assist clients with the selection and formation of business entities, including corporations, limited liability companies, general and limited partnerships, and non-profit organizations. Assist with the annual maintenance of the clients' corporation by preparing annual director and shareholder minutes and filing Statements of Incorporation with the Secretary of State.
Gregory J. Anderson was born and raised in Portland, Oregon. After obtaining his Bachelor's Degree in Business Administration from Biola University in 1989, he returned to Oregon and completed law school in 1992 with a Doctor of Jurisprudence degree from the University of Oregon. Mr. Anderson was admitted to the California State Bar in 1992, and the Oregon State Bar in 1993.
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