As an experienced Orange County California Tax and Estate Planning Attorney, I provide high-quality legal services and excellent client service in the areas of tax law, estate planning, trusts and probate for reasonable fees. In tax matters and trust and estates controversies, I provide aggressive representation that will fully protect my client’s rights.

In tax controversy matters, I provide aggressive representation against the Internal Revenue Service and the California tax authorities, the Franchise Tax Board, the Employment Development Division and the State Board of Equalization. I assist taxpayers in audits, at Appeals, in court and in collection matters. I provide assistance with estate tax, offers-in-compromise, penalty abatement, payroll tax, tax liens and levies, wage garnishment, payment plans / installment agreements, the innocent spouse defense, business taxes, and with California taxes.

In tax planning matters, I provide careful, well-researched plans that assist taxpayers in minimizing the tax burdens incurred in business, real estate, financial and personal transactions.

In estate planning matters, I carefully consider each individual’s personal needs, assets and family issues, and meticulously prepare and document an estate plan tailored for the particular individual client. As a skilled Orange County California Estate Planning Attorney, I provide assistance with:

• Revocable trusts (living trusts or inter vivos trusts)
• Wills
• Powers of attorney
• Advance healthcare directives
• Estate and gift tax planning and compliance
• Charitable planning, including charitable remainder trusts
• Family limited partnerships and limited liability companies
• Life insurance planning, including irrevocable life insurance trusts
• Estate planning for pensions and IRAs
• Lifetime gift programs
• Succession planning for family businesses
• Estate freeze transactions, including GRATs, QPRTs and sales to IDGTs.

In trust and estate disputes and litigation, I protect my client’s rights and inheritance, aggressively and effectively. I handle probate and trust administration efficiently and work with executors, administrators and trustees to handle their responsibilities according to law and in the best interests of the beneficiaries.

I also am experienced in corporate, business and real estate transactions and handle such matters as they arise in my practice.

As a skilled Orange County California Tax and Estate Planning Attorney, I conduct my practice with an emphasis on protecting the rights of my client. I believe that excellent client service is the hallmark of a proper legal practice. This means good communication with the client, quick response to telephone calls, correspondence or e-mails, attention to the aspects of the problem that the client feels are most important, meticulous handling of details and timely and efficient handling of the client’s matter. Above all, I conduct my practice ethically, making certain that my ethical responsibilities to the client are fulfilled.

I charge reasonable legal fees, believing that excellent client service means using a client’s resources carefully. I use my time efficiently and bill the client only for productive time that is necessary to advance the client’s interest.

I constantly study and research the law. Tax law and trusts and estate law are complex fields which are constantly changing. I believe that solid scholarship in the law is the foundation for all of the other aspects of my practice. I strive to be up-to-date on all of the issues that confront my practice. 

If you or someone you know needs the assistance of an experienced Orange County California Tax and Estate Planning Attorney, call Ronald Levine today at 866-611-3218, or complete the contact form provided on this site to schedule your free consultation.