ESTATE PLANNING, TRUST, PROBATE AND CONSERVATORSHIPS

Alperstein, Simon, Farkas, Gillin & Scott, LLP encourages the creative use of revocable living Trusts to satisfy family and personal objectives, including the avoidance of probate and probate expenses, the elimination or substantial reduction of federal estate taxes and the avoidance of conservatorship proceedings.

   The firm has extensive experience in the areas of estate, gift and post mortem tax planning including marital deduction and generation skipping planning, sophisticated gift planning, the use of so-called "estate freeze" techniques, including the use of family limited partnerships, limited liability companies, grantor retained income trusts ("GRITS"), charitable remainder and charitable lead trusts, and irrevocable gift trusts (including so-called "crummey" trusts, generation skipping trusts and life insurance trusts). The firm is also experienced in handling probate, testamentary trusts and LPS and probate conservatorships.

FEDERAL AND CALIFORNIA INCOME, GIFT, ESTATE AND
BUSINESS TAX AUDITS AND LITIGATION

   Alperstein, Simon, Farkas, Gillin & Scott, LLP provides a complete range of counseling, representation and tax compliance assistance in matters involving federal and state estate, gift, generation skipping, post mortem tax, and real property tax matters, including audit, appeal and tax court litigation relating thereto.

CORPORATE, PARTNERSHIP AND BUSINESS LAW

   Alperstein, Simon, Farkas, Gillin & Scott, LLP provides quality representation concerning all forms of business organizations, including corporations, limited liability companies, general and limited partnerships, limited liability partnerships, joint ventures and sole proprietorships. Respecting such representations, the estate, gift and generation skipping planning programs developed for each client are taken into account and recommendations are made that take into account the overall tax impact relating thereto.

   The firm possesses expertise in the purchase and sale of real estate and business interests, represents clients in the formation, reorganization, merger, liquidation of businesses, and all commercial aspects of daily business operations.

   The firm also conducts scheduled annual reviews of corporate and business activities, preparing pertinent updated legal documentation such as minutes and "buy/sell" agreement updates.

REAL ESTATE

   Alperstein, Simon, Farkas, Gillin & Scott, LLP counsels clients in all phases of real estate including the acquisition, exchange, development, disposition, financing, and utilization of commercial, industrial and residential real property. The firm has considerable expertise in applying advantageous tax planning techniques in the negotiation of real estate transactions and the preparation of supporting legal documentation.

   The firm also is experienced in the negotiation and preparation of complex leases and the resolution of landlord/tenant disputes.

BUSINESS AND REAL ESTATE LITIGATION

   Alperstein, Simon, Farkas, Gillin & Scott, LLP maintains a litigation department staffed by an attorney and litigation paralegal with extensive trial experience in State and Federal Courts. Its practice embraces every area of commercial and contract litigation, corporate shareholder and partnership disputes, employer/employee relations, unfair competition claims, including appropriate restraining orders and preliminary injunctions.

   While the focus of the firm's litigation work is necessarily on preparing and trying cases, its litigation attorney works closely with clients and opposing counsel in attempting to resolve disputes out of court.

Fees

   The highest quality professional service is provided on an hourly fee basis, or in certain prearranged circumstances upon an agreed fixed fee basis. Fees are based upon the time expended by the firm's legal, paralegal and secretarial staff, each of whom has a prescribed hourly rate for such person's services. The assigned hourly rate of each billing person (based upon that person's qualifications, experience, and many other performance assessments) are available upon request. Every effort is made to ensure that the fees are fair and equitable given the highest quality of practice with which the firm prides itself.

   Itemized statements for services rendered and expenses incurred are issued monthly.

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