Palmieri, Tyler is one of the largest Southern California law firms to have its own estate planning and administration department. As Orange County evolved from a farming community to a business and residential community, the estate planning and administration department has continually assisted Orange County property owners with their estate planning affairs. The department's attorneys and paralegals serve more than 4,000 active clients.

The department has counseled clients with diverse property holdings and unique situations. The department is equipped to provide clients with assistance in planning the effective and efficient transfer of their property and in preparing documents, such as wills and trusts, to effectuate the estate plan. In addition, the department attorneys are skilled in overseeing the implementation of estate plans through trust organization and administration, probate administration, and trust and probate litigation. The planning provided to clients includes sophisticated techniques, including charitable remainder trusts, irrevocable life insurance trusts, personal residence trusts, grantor retained annuity and/or income trusts, and the creation of private family foundations. Oftentimes the department is called upon to assist with business succession planning for family owned companies and holdings. Further, the department provides post-mortem support by preparing federal and state estate tax returns and assisting clients through Internal Revenue Service audits related thereto.

Business and real estate issues often arise in the estate planning context. As a result, the attorneys in the estate planning and administration department have extensive experience in handling corporate and property matters. In addition, the department can call upon the firm's corporate, real estate, and litigation departments for their expertise. The ability to combine the knowledge and experience of our various departments in this manner substantially benefits all of our clients.

For information about a particular attorney in this department, please select the appropriate name below: