Estate Planning & Tax

Coblentz, Patch, Duffy & Bass LLP has a 100-year legacy to match its personal approach to Estate Planning. Our estate planning and tax attorneys bring a depth of experience, creativity, and professionalism to their work that enables them to offer clients the high level of service usually associated with a specialized, boutique law firm.

However, our approach to estate planning and administration goes beyond that. Our estate planning and administration attorneys work closely with the general tax attorneys and our nonprofit practice group to provide a comprehensive range of services to families and entrepreneurs in the areas of wealth transfer, business succession, and philanthropy.

Alongside the Estate Planning Practice, the firm's tax attorneys offer expertise in all areas of federal, California and local income tax. We have a national reputation for structuring complex transactions, solving difficult tax planning problems, and litigating tax disputes.

We have substantial expertise in California real property taxes (including litigating property tax assessments), sales and use taxes, and local transfer taxes. Our tax attorneys represent individuals, partnerships, limited liability companies, C corporations, S corporations and nonprofit organizations. Our tax attorneys are committed to working with all of the firm's practices to ensure thorough tax planning is a part of every transaction.