Wildomar Business Lawyers

Jamie Marie Frenzel
Claimed Lawyer Profile
Canyon Lake, CA Business Law Attorney
(951) 244-6633 31630 Railroad Canyon Road Ste10
Canyon Lake, CA 92587
Business, Estate Planning, Probate and Real Estate
John A. Messina Jr.
Claimed Lawyer ProfileSocial Media
Murrieta, CA Business Law Attorney with 26 years experience
(951) 894-7332 24910 Las Brisas Rd.
Suite 102
Murrieta, CA 92562
Business, Employment, Native American and Real Estate
Southwestern University School of Law
John Messina maintains his reputation as one of Southern California’s top rated lawyers and has been lauded by his peers, earning Martindale-Hubbell's highest rating and its prestigious "Preeminent" distinction award. John heads the Firm’s Temecula Valley Office and is a litigation attorney with top executive-level, hands-on experience as a broker, real estate developer, and mortgage banker. Along with being a published author, John has a lengthy record litigating convoluted and difficult cases and is adept at constructing complex business and real estate transactions. John’s recent victory in the 9th Circuit Court of Appeals demonstrate the level at which he practices...
Nasir Khan Esq.
Claimed Lawyer ProfileQ&ASocial Media
Murrieta, CA Business Law Lawyer with 6 years experience
(951) 290-3737 29970 Technology Drive, Suite 221
Murrieta, CA 92563
Business, Immigration, International and Probate
American University Washington College of Law
Attorney Nasir "Nas" Khan is the founder and Lead Attorney for the Khan Law Firm, Inc. Half Hispanic and half Middle Eastern, Attorney Khan was raised all over the United States as the son of a United States Air Force officer, an upbringing which has played an influential role in his decision to practice business, international, and immigration law. Education: After receiving a bachelor's degrees in Political Science and Classical Civilizations from UC Berkeley, Attorney Khan went on to earn a law degree from American University's Washington College of Law, where his legal studies...
Abe Chaballout
Claimed Lawyer ProfileResponsive Law
Murrieta, CA Business Law Attorney with 1 year experience
(626) 222-4579 25240 Hancock Ave.
Suite 315
Murrieta, CA 92562
Free ConsultationBusiness and Estate Planning
University of California, Berkeley School of Law
Abe's practice areas include corporate transactions and estate planning. He is an associate within the Private Clients Group at Lobb & Plewe, which provides legal services for high-net-worth entrepreneurs, their businesses, and their families.

Abe's work includes corporate formations, mergers and acquisitions, contract review, corporate governance, and financing transactions, including venture capital. His work includes asset protection, complex estate planning, tax optimization, and succession planning.

Abe also has experience advising technology startups and healthcare companies. While in the Bay Area, Abe provided pro bono work to local startups through Berkeley Law's New Business Practicum.

Beyond the practice of law, Abe founded several...
Michael Dennis Iverson
Claimed Lawyer ProfileSocial Media
Murrieta, CA Business Law Attorney with 13 years experience
(951) 418-2770 38975 Sky Canyon Drive
Suite 207
Murrieta, CA 92563
Business, Divorce, Domestic Violence and Family
California Southern Law School
As the founder of the Law Offices of Michael D. Iverson, APC, Attorney Michael D. Iverson provides knowledgeable and compassionate representation to his clients in family law, estate planning, and business and civil litigation matters. He has been named a 10 Best Attorney: Client Satisfaction by the American Institute of Family Law Attorneys™ in 2017 and 2018. Before entering law school, Mr. Iverson amassed extensive experience in varied fields. He worked as a dental technician, earned a paralegal certificate, climbed the ladder as a paralegal at a large personal injury firm in Salt Lake City, and obtained a real estate...
Eric Jerome Gold
Claimed Lawyer ProfileSocial Media
Menifee, CA Business Law Lawyer with 20 years experience
(888) 561-5590 27186 Newport Road, #2
Menifee, CA 92584
Free ConsultationBusiness, Collections, Estate Planning and Probate
University of La Verne College of Law
California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today
Norma Duenas
Claimed Lawyer ProfileQ&ABlawg SearchSocial Media
Temecula, CA Business Law Attorney with 12 years experience
(951) 294-5471 41690 Enterprise Cir N
#202
Temecula, CA 92590
Business, Bankruptcy, Foreclosure Defense and Immigration
University of San Diego School of Law
Consumer bankruptcy attorney representing clients in Southern California.
Jeremiah Raxter
Claimed Lawyer Profile
Menifee, CA Business Law Lawyer with 9 years experience
(951) 226-5294 27186 Newport Rd
Menifee, CA 92584
Business, Animal, Bankruptcy and Collections
University of Southern California Gould School of Law
Jeremiah Raxter, is the founder and principal attorney of RAXTER LAW, P.A. Admitted to both the California State Bar and the United States District Court of the Central and Southern Districts, and a Certified Veterans Attorney with the Veterans Administration. Prior to entering law practice, Jeremiah was a National Sales Specialist with a large electronics company and a Law Enforcement Officer in Southern California. Currently, his practice is focused on Probate, Estate Planning, and Business Law. He represents businesses of all sizes everything from hair salons to governmental agencies. Jeremiah is one of the few attorneys that practices in all...
Steven Curtis Gnau
Claimed Lawyer Profile
Murrieta, CA Business Law Attorney with 24 years experience
(951) 370-1111 24640 Jefferson Avenue
Suite 200
Murrieta, CA 92562
Business and Personal Injury
California Western School of Law
BBA - University of Texas (Austin) 1992
JD - California Western School of Law 1995
Admitted to the California State Bar 1995
Brad Jefferson Landon
Claimed Lawyer Profile
Murrieta, CA Business Law Attorney with 25 years experience
(951) 677-7774 29975 Technology Drive
Suite 101
Murrieta, CA 92563
Business, Arbitration & Mediation, Civil Rights and Construction
Whittier Law School
Benjamin Nicholas Diederich
Claimed Lawyer Profile
Menifee, CA Business Law Attorney with 14 years experience
(951) 332-7079 29826 Haun Road
Suite 311
Menifee, CA 92586
Business, Estate Planning, IP and Patents
USC Law School
Samuel G. Lockhart
Claimed Lawyer Profile
Murrieta, CA Business Law Lawyer with 12 years experience
(951) 461-8878 41856 Ivy Street
Suite 207
Murrieta, CA 92562
Business, Construction, Employment and Estate Planning
Ohio State University - Columbus
Attorney Samuel Lockhart provides business legal counsel in Murrieta and surrounding areas. Business Law practice at the Lockhart Law Firm includes business litigation, business formation and business transactions.
Jerry Mark Lobb
Claimed Lawyer Profile
Murrieta, CA Business Law Lawyer with 29 years experience
(951) 788-9410 25240 Hancock Ave Ste 315
Murrieta, CA 92562
Business, Estate Planning and Tax
Golden Gate Univ School of Law
Mark Lobb founded the firm on November 3, 1993, and is the current Managing Partner. His clients consist of domestic and foreign corporations and the owners of such corporations.
Andrew Michael Rosenfeld
Claimed Lawyer Profile
Menifee, CA Business Law Attorney with 29 years experience
(800) 658-4510 30141 Antelope Road Suite D-139
Menifee, CA 92584
Business, Bankruptcy, Consumer and Divorce
Univ of Virginia School of Law
Daniel A. Thompson
Claimed Lawyer ProfileQ&ABlawg SearchSocial MediaResponsive Law
Temecula , CA Business Law Lawyer with 9 years experience
(951) 587-2222 1 Better World Cir
#300
Temecula , CA 92590
Free ConsultationBusiness, Criminal Defense and Employment
University of the Pacific, McGeorge School of Law and Western Sierra Law School
Daniel Thompson is an employment lawyer at Davis & Wojcik, APLC. Mr. Thompson has a variety of legal experience and has represented corporations, public entities and individuals throughout Northern and Southern California. In addition to a Juris Doctor degree, Mr. Thompson holds an LL.M. in Public Law and Policy from McGeorge Law School. During law school, Mr. Thompson gained experience as an intern for the California State Senate and City of Folsom. Mr. Thompson has been admitted to practice law in the State of California since 2011.
Robert A. Davis Jr.
Claimed Lawyer ProfileBlawg SearchSocial Media
Temecula, CA Business Law Attorney with 28 years experience
(951) 587-2222 1 Better World Cir
#300
Temecula, CA 92590
Business, Criminal Defense, DUI & DWI and Domestic Violence
Brigham Young University
As a founding partner at the firm of Davis Wojcik Duarte, APLC, Riverside County attorney Robert A. Davis works on both criminal and civil cases. He has over 22 years of experience in the legal field. Mr. Davis has been involved with the boards of the Hemet Hospital Foundation, the Exchange Club, and the Education Foundation. He is a member of the California Society of Healthcare Attorneys, American Health Lawyers’ Association and Riverside County Bar Association. He received his Juris Doctor from Brigham Young University, where he was Editor-in-Chief of the Journal of Law and Education. Contact his firm for...
Marie E. Wood
Claimed Lawyer ProfileSocial Media
Temecula, CA Business Law Attorney with 11 years experience
(951) 219-4262 43537 Ridge Park Drive
Temecula, CA 92590
Business and Immigration
Thomas Jefferson School of Law
The Law Offices of Marie E. Wood, APC, provides a broad level of professional immigration legal services. Based in Temecula, California, Marie offers legal help in immigration matters such as family-based petitions, permanent residency, naturalization, asylum, DACA and more. Please visit the Law Offices of Marie E. Wood website for more information.
Rebecca O'Kray-Murphy
Claimed Lawyer ProfileBlawg SearchSocial Media
Temecula, CA Business Law Attorney with 24 years experience
(951) 587-2222 1 Better World Cir
#300
Temecula, CA 92590
Business, Criminal Defense and Employment
Wayne State University Law School
Rebecca O’Kray-Murphy is an associate at Davis & Wojcik, APLC.

Ms. O’Kray-Murphy’s education includes a bachelor’s degree from the University of Michigan and a juris doctorate from Wayne State University where she was the co-chair of the Student Trial Advocacy Program. As a student, she volunteered at the Free Legal Aid Clinic and served as a student research attorney with the Student Appellate Program.

Ms. Murphy is licensed to practice law in California, Arizona, and Michigan and has experience representing clients in a board range of matters, including civil proceedings, criminal cases, due process proceedings, and domestic violence cases.
Jonathan Curtis Fuller
Claimed Lawyer ProfileSocial Media
Temecula, CA Business Law Attorney with 6 years experience
(858) 205-1246 43471 Ridge Park Drive
Suite A
Temecula, CA 92590
Free ConsultationBusiness, Consumer, Employment and Personal Injury
California Western School of Law
Matthew B. Duarte
Claimed Lawyer ProfileSocial Media
Hemet, CA Business Law Attorney
(951) 667-7883 1001 E Morton Pl
Hemet, CA 92543
Business and Criminal Defense
Western State College of Law at Argosy University
Based in Hemet, California, the firm of Davis Wojcik Duarte, APLC handles a wide range of criminal defense and civil law cases including litigation, transactional law, and estate planning. Their friendly and knowledgeable team has over 50 years of experience interacting with California’s court system. They have work on many million-dollar civil cases and complex criminal cases. Regardless of your situation, they aim to provide each client with caring and personalized representation. Call their team today at (888) 282-6603 for a zero-charge consultation.
Selina Steele
Claimed Lawyer ProfileQ&A
Temecula, CA Business Law Lawyer with 10 years experience
(951) 676-3443 PO Box 890339
Temecula, CA 92589-0339
Business, Estate Planning, Probate and Tax
Michael William Newcomb
Claimed Lawyer Profile
Temecula, CA Business Law Lawyer with 23 years experience
(951) 541-0220 43460 Ridge Park Drive, Suite 200
Temecula, CA 92590
Free ConsultationBusiness, Agricultural, Antitrust and IP
Thomas Jefferson School of Law
We are a boutique business law firm with over twenty-five years of combined experience representing privately held small to medium sized businesses, in the areas of business/corporate law, beverage law (wineries, breweries, restaurants) asset protection, intellectual property and real estate law. We adhere to a pragmatic approach in representing our clients by first understanding the needs/goals of our clients and then offering feasable solutions to those needs.
Babak Semnar
Claimed Lawyer ProfileSocial Media
Temecula, CA Business Law Attorney with 17 years experience
(858) 688-6598 43471 Ridge Park Drive
Suite A
Temecula, CA 92590-5526
Business and Criminal Defense
Whittier Coll School of Law
Stephen Lee Anderson
Claimed Lawyer Profile
Temecula, CA Business Law Lawyer with 30 years experience
(951) 296-1700 27247 Madison Avenue
Suite 120
Temecula, CA 92590
Business, IP and Real Estate
Georgetown Univ Law Ctr
Morton Joel Grabel
Claimed Lawyer Profile
Temecula, CA Business Law Lawyer with 32 years experience
(951) 695-7700 29377 Rancho California Rd. Suite 103
Temecula, CA 92591
Business, Bankruptcy, Criminal Defense and Personal Injury
California Western School of Law
Murrieta, CA Business Law Lawyer
(951) 750-9669 41700 Ivy Street
Suite A
Murrieta, CA 92562
Business, Criminal Defense, DUI & DWI and IP
California Western School of Law
Richard Ivar Rydstrom
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Business Law Lawyer with 29 years experience
(877) 946-4968 4695 MacArthur Court,11th Floor
Newport Beach, CA 92660
Free ConsultationBusiness, Arbitration & Mediation, Consumer and Personal Injury
Cambridge Law Downing College of Law and Western State College of Law at Argosy University
RydstromLaw
California Lawyer
Like a “David vs. Goliath” story, Rydstrom fights back for the “little guy.”
Superb Rated, AVVO 10 out of 10, UpCounsel 5 out of 5!
California Attorney, Transactions, Litigation, Contracts, Disputes, Settlement,
Corporate General Counsel

Richard Rydstrom, Esq. 1-877-Win-4-You ™

Vast experience re litigation, business disputes, contracts, employment equity, NDAs, Mediation, loans, investors, startups, lawsuits, plaintiffs, defendants, business owners, consumers, restaurants, landlords, leases, licenses, Cannabis, CBD, THC, Dispensaries. Richard is considered an expert in civil litigation, real estate, business, and with an emphasis • Real Estate, Technology, Litigation • Business, Asset Protection, Contracts, Leases, Disputes Resolutions, Settlements, Mediation, Arbitration, JAMS, AAA.

Mr....
Ali Parvaneh
Claimed Lawyer ProfileSocial Media
Irvine, CA Business Law Attorney with 19 years experience
(949) 756-9050 17702 Mitchell N
Irvine, CA 92614
Free ConsultationBusiness, Employment and Real Estate
Newport Univ School of Law and Western State University College of Law
Ali Parvaneh manages Madison Law, and oversees the firm's paralegals, clerks, and staff members. Mr. Parvaneh is a board certified trial specialist, a licensed California real estate broker (DRE No. 01715925), a certified mediator, a Paul Harris Fellow, and a member of various BAR associations. He is admitted to practice before the California Supreme Court, the United States District Court for the Central and Southern Districts of California, and the United States Court of Appeals for the Ninth Circuit. Mr. Parvaneh studied law at Western State University and Newport University. His undergraduate studies were in land surveying at...
Thomas A. Grossman
Claimed Lawyer ProfileQ&ASocial Media
Palm Springs, CA Business Law Attorney with 42 years experience
(760) 324-3800 1415 N. Sunrise Way, Unit 41
Palm Springs, CA 92262
Free ConsultationBusiness, Personal Injury and Real Estate
Pepperdine University School of Law and Southwestern University School of Law
Born in Wisconsin, raised in L.A., moved to the Desert in 1977. 39 year experience in civil litigation, contract law, real estate (licensed broker), personal injury, alternative dispute resolution (Mediations and Arbitrations) and more. Active hiker, swimmer and singer.
Kenneth Wonsup Chung
Claimed Lawyer Profile
Irvine, CA Business Law Attorney with 26 years experience
(949) 261-7700 38 Corporate Park
Irvine, CA 92606
Free ConsultationBusiness, Real Estate and Stockbroker Fraud
U of San Francisco School of Law
Kenneth W. Chung is experienced in both business litigation and business transactions. Mr. Chung’s business law experience includes real estate, contract, corporate, and employment issues. In addition to his skills as a transactional attorney, Mr. Chung’s aggressive yet thoughtful approach to arbitrations and trials, has distinguished himself as a successful litigator and advocate, in both the courtroom and the office. Mr. Chung counsels and represents a variety of businesses ranging from prestigious multi-national conglomerates to emerging private companies. He is proficient in negotiating and drafting a variety of business agreements including real estate contracts, distribution agreements, employment contracts, business alliance...
Jeannette C.C. Darrow
Claimed Lawyer ProfileQ&ASocial Media
Santa Ana, CA Business Law Attorney with 18 years experience
(877) 838-5521 1284 South Lyon Street
Santa Ana, CA 92705
Free ConsultationBusiness and Construction
Southwestern University School of Law
Jeannette Darrow is an experienced Orange County civil litigation and construction attorney helping individuals and small to medium-sized businesses in a variety of industries resolve disputes and litigation.

LITIGATION AND BUSINESS: Jeannette handles contract drafting and review, as well as claims involving breach of contract (including breach of lease, breach of equipment lease, claim and delivery, breach of warranty, breach of guaranty), interference with contract, fraud, misrepresentation, conversion, negligence, and a wide variety of other civil litigation and business disputes, including business-to-business disputes, claims involving employees or former employees, vendor and supplier disputes, and claims by or against competitors...
Sebastian Gibson
Claimed Lawyer ProfileSocial Media
Palm Desert, CA Business Law Lawyer with 43 years experience
(760) 776-1810 128 Willow Lake Dr.
Palm Desert, CA 92260
Free ConsultationBusiness, IP, Personal Injury and Trademarks
Univ of San Diego School of Law and Cardiff University
Named one of the Top Lawyers of 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012 and 2011 by Palm Springs Life Magazine and has been called "Brilliant" and "A Legend." Sebastian also has a "Superb" rating (their highest rating) by Avvo which rates attorneys all across the U.S., Sebastian Gibson has over 40 years of experience in California and in Great Britain. With law degrees in both countries, today Sebastian Gibson has offices in Palm Desert and Orange County and assists personal injury car, big rig truck, motorcycle, bicycle, pedestrian, Uber, Lyft, Tesla and Waymo robotaxi accident victims,...
Mark Chernoff
Claimed Lawyer ProfileQ&ASocial Media
Irvine, CA Business Law Lawyer with 24 years experience
(949) 416-3550 19800 MacArthur Blvd, Suite 1000
Irvine, CA 92612
Business, Personal Injury and Real Estate
University of Arizona
For nearly two decades Mark Chernoff has represented business of all sizes, business owners, real estate investors, and individuals in dispute resolution. He has handled cases of every shape and size, carefully considering client goals, evaluating options, and developing practical strategies. Before Practicing law, Mr. Chernoff served in the United States Peace Corps in the Republic of Moldova. Outside the office he enjoys spending time with his family, running, cycling, and hiking.
Jeffrey Robert Matsen
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Business Law Attorney with 53 years experience
(714) 384-6500 695 Town Center Dr
7th Floor
Costa Mesa, CA 92626
Business, Estate Planning, International and Tax
UCLA School of Law
Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism, and integrity they deserve. Bohm Wildish & Matsen, LLP consists of a team of professionals ready to provide asset protection for both domestic and offshore; business and sophisticated estate planning services; form corporations, LLCs and partnerships of...
Jonathan S. Dennis
Claimed Lawyer ProfileQ&ASocial Media
Irvine, CA Business Law Attorney with 13 years experience
(949) 408-3000 19200 Von Karman Ave
Suite 400
Irvine, CA 92612
Free ConsultationBusiness, Employment, Personal Injury and Products Liability
Loyola Law School
Jonathan Dennis was born and raised in Los Angeles, California (Oakwood HS in North Hollywood). Mr. Dennis obtained a Bachelor of Science degree in Business Finance from the University of Southern California in 1999. In 2006, Mr. Dennis obtained his Juris Doctorate degree from Loyola Law School, Los Angeles. Mr. Dennis was admitted to the State of California Bar in 2007. Mr. Dennis also has been admitted to practice law before the United States District Court for the Central District California. Mr. Dennis’ practice emphasizes both prosecuting and defending a wide range of federal and state civil litigation...
Matthew W. Odgers
Claimed Lawyer ProfileQ&ABlawg SearchSocial MediaResponsive Law
San Diego, CA Business Law Attorney with 6 years experience
(858) 869-1114 13400 Sabre Springs Pkwy #275
San Diego, CA 92128
Business and Health Care
Thomas Jefferson School of Law
I am a San Diego Business Lawyer who focuses on working with Dentists, Physicians, and Entrepreneurs form, buy, run, and sell their small to medium size businesses.
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Costa Mesa, CA Business Law Attorney with 10 years experience
(877) 687-7558 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
Business, Estate Planning, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
Raymond Gregory Gomez
Claimed Lawyer ProfileSocial MediaResponsive Law
Vista, CA Business Law Lawyer with 49 years experience
(760) 639-0187 440 S. Melrose Drive, Ste. 260
Vista, CA 92081
Business, Criminal Defense, DUI & DWI and Domestic Violence
Univ of San Diego School of Law
Handling the most difficult criminal cases in San Diego County, California, Mr. Gomez is considered one of the "elite" criminal practitioners in North County Vista & San Diego. With more than 47 years in practice, Mr. Gomez has represented thousands of clients throughout San Diego County providing them with first-class representation. During this time, Mr. Gomez has handled everything from DUI, traffic/auto accidents, personal injury, domestic violence, to murder cases. Mr. Gomez has participated in more than 100 jury trials, and has established a reputation for being able to negotiate great outcomes for his clients who find themselves...
Nathan Mubasher
Claimed Lawyer ProfileSocial Media
Corona, CA Business Law Attorney
(800) 691-2721 2621 Green River Rd
Ste 105 PMB 403
Corona, CA 92882
Business, Medical Malpractice, Personal Injury and Securities
Thomas Jefferson School of Law
Attorney Mubasher has gained extensive knowledge about law, medicine, finance and business. He is also very experienced in dealing with people in high-pressure situations. He can put this experience to work for you. In a consultation, Mr. Mubasher can provide you all the details on the cost of representation, the likelihood of success, and what action to take depending on your appetite for risk. Most importantly, Mr. Mubasher provides genuine care and concern for you, and will stand by you throughout your matter. Mr. Mubasher earned a...
Eric R. Bardwell
Claimed Lawyer ProfileBlawg SearchSocial Media
Irvine, CA Business Law Lawyer with 12 years experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Business, Estate Planning and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
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