Weitzen Phillips Samuth & Sinex LLP renders services in all facets of estate planning, including the preparation of revocable trusts, irrevocable insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, qualified personal residence trusts, intentionally “defective” trusts, family partnerships, and ancillary estate planning documents, as well as the preparation of gift tax returns. The attorneys at Weitzen Phillips Samuth & Sinex LLP tailor each client’s estate plan to the client’s individual circumstances in order to achieve the client’s own goals and objectives, avoid probate and minimize taxes.
Weitzen Phillips Samuth & Sinex LLP attorneys practice in the following areas:
Weitzen Phillips Samuth & Sinex LLP helps family members navigate the process of administering an estate after the death of a loved one. These services include handling probate proceedings, when necessary, as well as administering a trust from date of death until its termination, including the marshalling of the decedent’s assets, the preparation of notices, accountings, and releases, assisting with distributions to beneficiaries, and the preparation of estate tax returns.
Weitzen Phillips Samuth & Sinex LLP engages in the formation of business entities, including corporations, limited liability companies, limited partnerships, general partnerships, and limited liability partnerships. Services also include assisting with the purchase and sale of a business, the dissolution of a business entity, secured or unsecured loans, as well as the preparation of buy-sell agreements among business owners and the review or preparation of other business contracts.
Weitzen Phillips Samuth & Sinex LLP assists its clients with the purchase and sale of real estate, lease review or preparation, and real estate financing transactions. Whether real estate is residential, commercial or industrial, and whether a client is the buyer or seller, the landlord or tenant, or the borrower or lender, the attorneys at Weitzen Phillips Samuth & Sinex LLP can help.
When it comes to planning for your family or business, selecting the right counsel is of paramount importance.
Our attorneys have an unparalleled depth of experience, allowing them to provide competent counsel, with the highest level of compassion, care, professionalism and discretion.Meet Our Attorneys
Weitzen Phillips Samuth & Sinex LLP is proud to provide comprehensive legal services in estate and tax planning, including multi-generational estate and business succession planning, probate, trust and estate administration, formation of business entities, business transactions and real estate transactions. For over 40 years, the attorneys at Weitzen Phillips Samuth & Sinex LLP, the successor to Weitzen & Phillips LLP and the Law Offices of Eric I. Weitzen, have provided trusted legal counsel to families and businesses throughout California.
Built on a foundation of exemplary client service and the highest standards of legal practice, the firm’s greatest strength is its long-term, ongoing relationships with the individuals, families and businesses it serves. Weitzen Phillips Samuth & Sinex LLP continues the vision of serving the community and future generations as a relationship-based and client-focused law firm.