Top Estate planning attorney in Costa Mesa
AMO LAW Legacy Planning
1901 Newport Blvd #350, Costa Mesa, CA 92627, United States
Cecilia is extremely knowledgeable and gave us high quality education in regards to estate planning. Now that Ive created my trust with her, I feel safe knowing that everything is in order, should the worst happen. I look forward to working with her as my family grows and our lives unfold.
Roshele I Snyder Attor...
950 S Coast Dr #245, Costa Mesa, CA 92626, United States
I Think shes a great Attorney. I have had no problems getting a hold of them. If I call, and leav...
RMO LLP
3200 Park Center Dr UNIT 270, Costa Mesa, CA 92626, United States
Scott and the nice folks at RMO were helpful in determining heirship for my late uncle’s estate. I would highly recommend them.
Reef Point, LLC
3525 Hyland Ave Ste 145, Costa Mesa, CA 92626, United States
Reef Point, LLC serves as one of the leading Trustees among a handfull of approved Trustees in the country for the Deferred Sales Trust, or DST. The DST is an IRS reviewed and approved strategy that allows Sellers of appreciated assets such as real estate or a business to sell that asset, defer the capital gains upon sale and reinvest the tax deferred proceeds for income or other needs. If you are considering selling an appreciated assets that would otherwise result in the up front payment of at least $80,000 in taxes, the DST and working with Reef Point, LLC is strongly worth considering.