BEACH
CALIFORNIA
Estate, wealth & business planning
Secure your legacy.
Plan with purpose.
Trusted legal guidance for high-net-worth individuals and families—protecting wealth, businesses, and legacies across generations.
COUNSEL FOR WHAT MATTERS MOST
Complex decisions.
Clear direction.
We advise families, fiduciaries, and business owners on the choices that shape wealth, succession, and legacy.
OUR PRACTICE
Planning across generations.
Estate Planning
Coordinate wills, trusts, powers of attorney, health care directives, and other tools around your wishes.
Business Planning
Plan for structure, ownership, succession, continuity, and legal risk.
Trust Administration
Guidance for trustees carrying out fiduciary duties and trust terms.
Revocable Living Trusts
Flexible trust plans shaped around your family, assets, and objectives.
Asset Protection
Evaluate lawful strategies for managing exposure and structuring assets.
Real Property Tax Issues
Counsel on assessments, reassessments, appeals, exemptions, and related planning.
HOW WE WORK
A thoughtful path
from question to plan.
- 01Listen
Understand your family, assets, business, and priorities.
- 02Shape
Explain options, tradeoffs, and a tailored strategy.
- 03Put it in place
Prepare, coordinate, and guide implementation.
THE PEOPLE BEHIND THE PLAN
Experienced counsel. Attentive support.
THE FIRM
Built on trust.
Guided by purpose.
For more than 40 years, the firm has helped Newport Beach and Southern California families navigate estate, wealth, tax, and business planning.
Our approach01What is estate planning, and why does it matter?
Estate planning documents your wishes and arranges for the management and transfer of assets. It can identify trusted decision-makers, give your family clearer direction, and—depending on your circumstances—help reduce the need for probate.
02When should I begin estate planning?
Begin whenever you have decisions you want documented or people and property you want to plan for. Your plan can change as your family, assets, business, or goals evolve.
BEGIN A CONVERSATION
Tell us what brings you here.
Share a brief note. Our office will help with next steps.
CONSULTATION INQUIRY