Estate and Tax Planning in California

Borton Petrini, LLP, offers years of experience handling estate and tax planning in California.

Our expert tax and estate planning attorneys are schooled in every phase of estate and tax planning, including wills and trusts, along with the management of personal assets, such as real estate, employee benefits, corporations, and tax laws.

We also are experienced in other aspects of estate and tax planning in California, such as providing estate planning services like preparing wills, trusts, property, durable powers of attorney for health care, and living wills.

We provide counseling in retirement planning, charitable gifts, and family businesses, as well as assist trustees in probate estate administration, charitable beneficiaries, estate dispute resolution, and establishment of foundations. Our Borton Petrini, LLP, team also sponsors several free yearly seminars on estate planning and administration.

If you need representation regarding any aspect of estate and tax planning in California, reach out to our team to determine next steps.