Lewis Business & Estate Planning, APC is a professional law firm dedicated to estate planning, tax planning, business planning, trust administration, and probate. Our attorneys have extensive knowledge and expertise in federal and state tax law and years of experience implementing strategies that have saved clients millions of dollars in tax liability. Lewis Business & Estate Planning, APC continues to be a leader in the tax law profession, and our attorneys are at the forefront of the estate, business, and tax planning industry.  The Firm strives to provide the highest level of expertise and client care while building lasting relationships with our clients, industry professionals, and the community.

PRACTICE AREAS

ABOUT THE FIRM

Our Attorneys have extensive knowledge and expertise in Federal and State tax law and have practical experience developing and implementing complex legal structures.

WHAT OUR CLIENTS SAY ABOUT US

“This is a knowledgeable and professional team of attorneys. They did a fantastic job for us reviewing, updating, and refreshing our trust documents, as well as briefing us on the various changes to the law that have occurred over the years. And, perhaps most importantly, they have a clear, coherent moving forward strategy for keeping us abreast of future changes and working with us proactively. We could not have been more pleased with the entire experience. It is with confidence and pleasure that [my wife] and I are adding Lewis Business and Estate Planning to our trusted list of advisors for the long term.”

John L., Newport Beach, CA


“We completed the update to our trust today. [Our children] were given an excellent overview of the amended trust and Christy answered all their questions in a professional manner that they could understand. Christy gets 10 out of 10 for her effort, performance and end product.”

Jeff & Kat D., Newport Beach, CA

CONTACT INFORMATION

Lewis Business & Estate Planning, APC
949 South Coast Drive, Suite 555
Costa Mesa, CA  92626
Phone: (714) 581-8808
Fax: (714) 581-8809

 

ATTORNEYS
Christy L. Lewis, J.D., LL.M: clewis@lewisplanning.com
Jessica Ertel, J.D.: jertel@lewisplanning.com

CONTACT US





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