What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have
Trust & Estate, Probate & Business
Serving communities and businesses from the South Bay to Newport Beach
We apply over 86 years of combined professional experience to ensure unsurpassed service and legal representation. We have clients worth more than one hundred million dollars and clients worth less than a million dollars. All clients receive the same high level of service and value.
Combined Experience
Clients Represented
Assets Protected
Latest Estate & Trust Cases
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
During multiple day trial, successfully defeated TRO over a 25 million dollar estate against international law firm.
During a five day trial, successfully defended trustee against 2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against beneficiary bringing claim.
The firm prepared estate plans for six separate families after assisting them with the sale of their family business for approximately 40 million dollars.
The firm recently advised the executors during probate proceedings in several mid-seven figure probates.
Your Team of Lawyers
Scott R. Magee, Esq.
Eric R. Adler, Esq.
Jacqueline Magee Huber, Esq.
Julie Levering, Esq.
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Note: this communication does not automatically create an attorney-client relationship and is not privileged. Someone from our office will contact you to set up an appointment.
Estate Planning Questionnaire
In order to make our first meeting as productive as possible, we ask that you complete a questionnaire that provides us with relevant personal and financial information. The information which you provide to us is held in complete confidence, and is used for the sole purpose of analyzing your estate planning needs and designing your estate planning documents.