ADVANCED ESTATE PLANNING

Creating the best combination of estate tax solutions.

 

Advanced estate planning involves developing and implementing strategies with varying levels of complexity to minimize estate and transfer tax and to accomplish the unique estate planning goals of each client.

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


LET’S BEGIN YOUR PLANNING





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