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SLG's Areas of Legal Practice

Tax Planning

Tax-planning advice requires an understanding of a client’s overall personal and business objectives as well as a familiarity with all relevant state, federal and international laws. We guide companies through their formation, ongoing operations and significant business transactions for tax efficiency and compliance. For our individual clients, we advise them on their income, gift and estate planning, business planning, and tax-collection issues. In addition, we assist clients in planning for and in establishing charitable trusts and other tax-exempt organizations.

Business and Real Estate Law

We offer a range of legal services essential to the success of small to mid-sized, growth-oriented businesses. We bring together our experience in tax, business, real estate, and intellectual property law to evaluate our clients’ business formations and potential business transactions. As part of that process, we write and review business agreements including those related to real estate.

At the intersection of tax, business and real estate law, we advise owners, developers, landlords, tenants, lenders and borrowers in real-estate transactions on the tax consequences of their real-estate acquisitions, development, operations and dispositions.

Trust and Estate Planning

In trust and estate planning, we assess and help clients to plan for the control, management and transfer of their assets in the present and future. As examples, clients’ estate plans may include methods of structuring the ownership and transfer of assets through the use of trusts, family limited partnerships, private foundations and other gift-giving programs. We counsel clients on estate-planning techniques to minimize the impact of estate, gift and generation-skipping transfer taxes and to limit what assets are probated in court. Our service extends from the inception of an estate plan through the administration of the estate after death.

© Schwartz Law Group, Inc. All Rights Reserved. 200 Clock Tower Place, Suite E-103 Carmel, CA 93923

P.O. Box 22650, Carmel, California 93922-0650 | Telephone (831) 625-6255.

ATTORNEY ADVERTISING. Results depend on a number of factors unique to each matter. Prior results do not guarantee a similar outcome.