you built a legacy. let’s protect it.

Hi. I’m Alex. I’m an estate planning attorney who believes that preparing for the future shouldn’t feel overwhelming or impersonal. Throughout my career I’ve seen how proper planning creates not just legal protection, but genuine peace of mind.

What makes my approach different? I take the time to really listen. Your story, your concerns, your hopes for your family’s future—these aren’t just details to fill out paperwork. They’re the foundation of a plan that will truly serve you and the people you care about most. Many of my clients tell me they’ve put off estate planning because it seemed too complicated or because they weren’t sure where to start. If that sounds familiar, you’re in the right place.

My goal is to make this process clear, straightforward, and even reassuring. Take a look around the site to learn more about how I can help, or better yet, reach out for a conversation. I’m looking forward to hearing from you.

Challenges You Face

My Solutions

  • Uncertainty about the future – Wondering what might happen to your assets and loved ones if something unexpected occurs
  • Family complexity – Navigating blended families, children with special needs, or difficult family dynamics
  • Tax complications – Confronting potential estate taxes that could diminish your legacy
  • Business succession concerns – Ensuring your business transitions smoothly to the next generation or chosen successors
  • Asset protection worries – Protecting your hard-earned assets from creditors or legal claims
  • Healthcare decision anxiety – Ensuring your medical preferences are honored if you become unable to communicate them
  • Legacy Protection – I create customized estate plans that ensure your assets go to your intended beneficiaries with minimal tax impact and court involvement.
  • Incapacity Planning – Through carefully drafted powers of attorney and healthcare directives, I help ensure your financial and medical wishes are respected even if you cannot express them.
  • Business Succession Planning – I develop structured transitions for your business interests, protecting the enterprise you’ve built and providing for your family’s financial security.
  • Asset Protection Strategies – I implement legal safeguards to shield your assets from potential creditors, lawsuits, and other threats.
  • Trust Administration – I guide trustees through their fiduciary responsibilities, ensuring proper management of assets according to your documented wishes.

My Approach

Unlike standardized solutions that treat every client identically, I take time to understand your unique circumstances. I learn about your family dynamics, financial situation, and long-term goals before recommending specific strategies.

This personalized approach means you receive an estate plan specifically designed for your needs—not a generic template that could leave crucial gaps in your protection.

As an estate planning professional, I offer a comprehensive estate planning service that covers all the important aspects of planning for the future. Here’s what you can expect from my services:

Legacy Planning

Estate planning is about more than just money and assets. It’s about leaving a legacy for future generations. I’ll work with you to create a plan that reflects your values and ensures your legacy lives on.

Asset Protection

One of the most important aspects of estate planning is protecting your assets. I’ll help you understand the different options available to you, such as trusts and LLCs, and guide you in choosing the right strategies to preserve your wealth for future generations.

Tax Planning

Depending on the size of your estate, you may be subject to estate taxes. I’ll help you understand the tax implications of your estate and provide strategies to minimize your tax burden.

Succession Planning

If you’re a business owner, it’s important to have a plan in place for the future of your business. I’ll help you create a succession plan that ensures a smooth transition of ownership and management.

 

Take the Next Step

Ready to address these challenges and secure your family’s future?

Click here to book a Peace of Mind Planning Session.

During this consultation, we’ll discuss your specific concerns and begin developing a customized strategy to protect what matters most to you.

Comprehensive estate planning is a service that provides a thorough and holistic approach to planning for the future. At its core, estate planning is about protecting the people and things that matter most to you. A comprehensive estate plan goes beyond just creating a will or trust – it involves a careful analysis of your assets, your goals, and your values to create a plan that’s tailored to your unique needs.

More About Me

Professional Experience

As a partner and senior counsel at two of California’s premier trust and estate firms, I’ve concentrated on comprehensive estate planning, asset protection strategies, and estate litigation resolution.

Before relocating to California, I worked in Washington, DC as a legal analyst and journalist covering tax law, gambling regulations, financial markets, sports law, and agricultural policy.

My professional background includes:

  • Serving as senior estate planning advisor for a nationwide RIA (Registered Investment Advisor) firm managing over $30 billion in assets
  • Working as an in-house attorney for WealthCounsel, the nation’s premier software and education provider for estate planning attorneys
  • Working as a legal analyst for Bloomberg BNA, focusing on tax law
  • Developing expertise across multiple industries to provide well-rounded counsel
  • Contributing Author to CEB (California’s Continuing Education Bar) – the premier eductional resource for California attorneys.

Community Involvement

I believe in active community engagement and currently serve on:

  • The Professional Advisory Committee for the Jewish Foundation of Orange County
  • The Southern California Board of Advisors for the American Technion Institute

Additionally, I am:

  • A graduate of the Jewish Federation’s Community Leadership Institute
  • A former member of the prestigious Brawerman Fellowship committee
  • Past President of the Southern California Gators Club

Personal Life

Beyond my professional pursuits, my greatest joy comes from spending time with my wife, two children, and our two energetic dogs.

 

Alex is experienced, friendly, and will walk through his work with you. He is responsive, fair, and great to work with.

Christine F.

Alex has a unique ability to translate a very complex situation into an easy to understand situation with a clear plan to follow. Very fortunate to have Alex and his team on my side to talk through situations for peace of mind and executing on the appropriate strategy.

Warren C.

Alex is a great lawyer, but more than that he is just a great person. He really cares and is so easy to talk to. He makes the hard things seem easy.

Rachael R.

Book a Peace of Mind Planning Session.

The Peace of Mind Planning Session is a personalized 60-minute consultation where we discuss your unique family situation, concerns, and goals for the future. During this meeting, I’ll help identify potential challenges in your current planning (or lack thereof) and outline clear steps to create a comprehensive estate plan that protects what matters most to you.

Book Here

Contact Me

Email: alex@caestateplanning.com

Phone: (562) 273-2539

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