Transactional Law

Mergers and Acquisitions

Our business transaction practice includes all aspects of formations, governance, operation and dissolution of all types of entities.  We regularly represent clients which are purchasing or selling businesses or business assets in transactions involving total consideration between $5,000,000 and in excess of $100,000,000.

Business Law

Our business transaction practice includes all aspects of formations, governance, operation and dissolution of all types of entities.  We regularly represent clients which are purchasing or selling businesses or business assets in transactions involving total consideration between $5,000,000 and in excess of $100,000,000.

• Business Transactions and Agreements
• Closely-Held Businesses
• Equity and Debt Financing and Private Placements
• Limited Liability and Partnership Entities (LLCs, LLPs, LPs, and GPs)

Estate Planning

Our estate planning practice includes preparing plans for both small and large estates.  Our group has experience with the most common types of estate planning documents including living trusts, pour-over wills, durable power of attorneys and advanced health care directives.  In addition, our group has experience with estate planning that is specifically designed to reduce or eliminate estate and gift taxes using life insurance trusts, qualified personal residence trusts, charitable remainder trusts, family limited partnerships and other vehicles.

• Business and personal succession planning
• Wills, trusts, and incapacity planning
• Trust and Estate Administration and Conservatorships
• Powers of Attorney
• Intergenerational wealth transfer strategies
• Charitable and not-for-profit entities
• Executive compensation arrangements

Real Estate Transactions

Our real estate practice includes preparing and reviewing leases and assisting in the sale and purchase of real estate

• Commercial Leasing and Licenses
• Construction
• Development
• Land Use and CEQA
• Property Taxes and Claims of Exemption
• Purchase and Sales, Options and Co-Tennancy
• Reak Estate Finance and Loan Documentation
• Tax Deferred Exchanges, Property Taxes and Exemptions
• Title, Title Insurance, Easements and Servitudes
• Wine and Viticulture Industry

Taxation

Our tax controversy practice attorneys, including a tax law specialist and a former IRS attorney, have extensive tax backgrounds, including over thirty-four years of combined experience helping clients against the IRS, and California State taxing authorities.  Our group has represented clients before all levels of the IRS, California Franchise Tax Board, and California Board of Equalizations in income, employment, sales and property tax controversies.  Our group has also represented clients in the United States Tax Court and the United States District Court.  

Tax Controversy

• IRS and Franchise Tax Board Representation
• Tax Audit Rperesentation
• Protesxt and Appeals Representation
• Tax Collections Representation

Tax Litigation

• U.S. Tax Court Litigation
• U.S. District Court Litigation
• Board of Equalization Litigation

Tax Planning

• Opinion Letters
• Private Letter Rulings Requests