legal counsel

We want to take a moment to thank you for trusting us as your legal counsel and share a few more details about our diverse practice areas. We know you have a choice and we take pride in representing each and every client who comes through our door to manage their estate planning or litigation needs.

We’re Diverse and We’re Collaborative

With over 90 years collective experience our firm is, by design, diverse in legal expertise because we believe in a collaborative approach to help our clients meet their goals. We work as a cohesive team and collaborate not only with our clients, but with their financial advisors and consultants, providing unparalleled legal expertise in the following areas:


LITIGATION MATTERS
Inheritance Disputes with Family Trusts and Wills
Claims of Elder Abuse
Business Disputes with Corporate Entities and Partnerships
Probate Litigation
Premises and Product Liability Litigation


ESTATE PLANNING NEEDS
Estate Planning
Tax Planning
Business Planning
Trust Administration
Probate Administration

LITIGATION MATTERS

At Law & Stein, our trusted litigation attorneys devote thoughtful and meticulous attention to the needs of each client and become your tenacious advocates who fight for your rights. Our clients include:

  • Families involved in Inheritance Disputes
  • Large Corporations
  • Prominent, High Wealth Individuals
  • Family-owned Businesses
  • World-wide Nonprofit Organizations
  • Corporate Executives

Regardless of the size of the project, we take pride in providing the same level of commitment, diligence and ingenuity to every client.

Inheritance Disputes – When family inheritance disputes arise, our trust and estate litigation attorneys are there for your protection. Inheritance disputes can occur when a loved has passed and there is a dispute involving a:

  • Trust
  • Will
  • Conservatorship
  • Guardianship

Our team understands the emotional exhaustion that comes with being involved in an inheritance dispute with family. We want to listen to you and understand your goals. We then break down the litigation process for you, explaining in clear terms what to expect, possibilities for resolution before trial and the risks and rewards of proceeding to trial.


In the event a matter cannot be resolved informally, we vigorously represent our clients at trial and beyond.

Elder Abuse – We understand it often becomes necessary to appoint a guardian, agent or fiduciary to help manage your various assets and finances. Unfortunately, these assets can become advertently or inadvertently mismanaged and our litigation attorneys have experience to ensure your assets and finances are protected and your interests are preserved. Claims of elder abuse can include:

  • Unauthorized appropriation, sale, or transfer of an elder’s property by the agent or guardian
  • Wasting, embezzling, or intentionally mismanaging the elder’s assets
  • Misappropriating, misusing, or transferring without authorization money from an elder’s
  • account
  • Failing to properly use an elder’s assets for their support and maintenance

Business Disputes – Our experience covers small businesses and large corporations who are often faced with complex disputes involving:

  • Partner dispute
  • Other businesses
  • Government entity
  • Customer dispute
  • Company’s shareholders dispute

Law & Stein is a strong believer in alternative dispute resolution and we practice it wherever appropriate in order to save all parties the costs of protracted litigation. However, in the event that a matter cannot be resolved informally, we have successfully litigated numerous court trials with rewarding results.

Probate Litigation – When issues arise due to the contest of a will, our attorneys are well versed in the complexities of probate litigation and have vast amounts of experience in the field. We understand how stressful it can be and are prepared to handle the complications to get our clients through the probate process with the utmost efficacy in both time and cost.

Premises and Product Liability Litigation – Our litigation attorneys have aggressively defended against premises liability claims brought against owners, operators and managers of companies and commercial properties, protecting businesses and their financial interests.

ESTATE PLANNING NEEDS

With over 90 years collective experience, our trust administration and estate planning attorneys empower our clients with the legal resources and choices they need to make the most informed and strategic decisions.

Whether you are looking for a will, power of attorney, or health care proxy, or require more sophisticated planning involving the use of living trusts, we are here to advise, plan, and help you realize your personal and financial goals.

Estate Plan – Tasks involved in estate planning include:

  • Creating a Will or Living Trust
  • Naming an Executor of the Estate
  • Establishing Guardians for Dependents, if necessary
  • Setting up Durable Power of Attorney for Financial and Medical decisions
  • Creating a Healthcare Directive
  • Naming of Beneficiaries on Insurance Policies


Tax Planning for Your Business and Estate – Our tax planning attorneys constantly evaluate your estate plan and apply cutting-edge strategies to potentially save you money and minimize adverse tax consequences for wealth preservation and protection. Our goal is to develop an approach which best serves your needs in a cost-effective manner, including minimizing state and federal tax burdens to assure that assets pass to the intended beneficiaries.


Some common ways to minimize tax liability include:

  • Tax-efficient Mutual Funds
  • Irrevocable Trusts
  • Charitable Funds
  • Municipal Bonds
  • Traditional/Roth IRA’s

At Law & Stein we work closely with our clients and their financial advisors in order to provide judicious tax planning with the most cost-efficient solutions. Tax laws can be complicated and are estate tax attorneys are experienced in taking the following into consideration when devising a tax plan:

  • Short and Long-term Financial Goals
  • Choice of Investments for Retirement Plans
  • Cost Benefit of Your Tax Planning Options
  • Filing Status (Deductions & Exemptions)
  • Maintaining Tax Compliance

Probate – Probate is the court proceeding that proves the validity of a will and through which an estate is administered. All of our attorneys have expertise in both state and federal laws and can provide our clients with legal advice and services throughout every step of probate including:

  • Filing Petition with Court
  • Appointing Executor or Administrator if no will
  • Written Notice to Creditors
  • Inventory of Estate
  • All of the Estate and Funeral Expenses, debts and Taxes are Paid from the Estate
  • Legal Title Property Transfers

Trust Administration – Trust administration usually begins upon the death of the settlor and can be a complicated process. The role takes its toll emotionally and can have adverse legal ramifications if not administered in a timely and strategic manner. We have the legal experience to understand all of the ramifications, and the empathy to help you make the best choices.

Because we are also well versed in tax and estate planning, we can explain how each portion of the trust operates, and what your options are.

We Look Forward to Serving You and Wish You the Best

Contact us directly to speak with someone who can help and answer your questions:
(949) 501-4800
Or send us a private email at the link below and we will respond promptly:
info@lawandstein.com

The Law & Stein Newsletter is a monthly publication to share useful information with our clients in matters of estate planning, tax planning inheritance dispute litigation, elder abuse, probate and business litigation, and premises and product liability defense.

Written by Shawn C. Winkler, Law & Stein LLP

See this link for a printable version of our November 2019 newsletter >

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