Private Client Group

CPDB represents many extended families and family-owned businesses. We recognize that the legal needs of these clients is often wide-ranging and unique.  To best serve these clients, our Private Client Group is comprised of attorneys with an array of legal specialties.  Each of the attorneys in this group serves as a concierge to our clients to be sure they receive the highest level of personal service and attention for all of their legal needs.  The Private Client Group provides cross practice expertise in tax, estate planning, charitable planning, business transactions, real estate, intellectual property, employment, and litigation matters to individuals, families, and closely-held business owners and investors.  Our lawyers have served the trusts and estates and related needs of a large number of distinguished families for many years, assisting and advising them in planning their personal wealth and investments. 

The CPDB Private Client lawyers engage in sophisticated personal estate and tax planning strategies, probate and trust administration, business succession and charitable planning and related legal services for family and individual clients which include:

  • Estate Planning
  • Estate and Trust Administration
  • Closely-held Business Tax Planning
  • Estate, Gift, Generation-Skipping and Income Tax Advice
  • Will, Estate, and Trust Litigation
  • Partnership, LLC, and Joint Venture Formation and Agreements
  • IRS and California Tax Audits and Controversy
  • Property Tax Appeals
  • Vineyard and Winery Matters
  • Private Foundation and Charitable Planning including Charitable Trusts
  • Irrevocable Insurance Trusts
  • Retirement Benefit Planning
  • Land Use and Conversation Easement Transactions
  • Family Office Contracting; Leasing and Tax Planning
  • Representation of Directors and Trustees
  • Representation of Trustees