Law Office of Phil Shekerlian & Brent Rose

California has an open and obvious loophole. If you have a trust, then you don't have to pay probate costs. That's a savings of about 6%. There are no penalties or risks to using this loophole. Everyone should take advantage of this.

This lawyer is licensed to practice in California and has no record of discipline from the California bar association.*

Firm Overview

Main Office

Main Office
2967 Michelson Drive, Unit G316
Irvine CA 92612

Phone

(949) 233-2894

Fax

Fees

Free Initial Consultation?

Free

Services Offered For Fixed Fees?

We worked on a fixed fee basis. The price we give you will be the price you pay. No hourly bills, retainers, or hidden fees.

Office Information

Office Hours

24 Hours a day, 7 Days a week

Emergency After Hours

Yes

Estate Planning

We can provide you shelter from liability, asset protection, and reduced taxes, in addition to providing for your loved ones upon your death; and we can do this for anyone.

If your only asset is a retirement account, we can help.

If you own a home, we can help.

If you own a business, we can help.

If you are a billionaire, we can help.

If you have important or valuable family heirlooms that need special care, then we can help.

If you have young children or special needs children, then we can help.

If you have investments that create a liability, then we can help.

If you want to reduce your taxes(whether it be estate, gift transfer, business, or personal income), then we can help.

What distinguishes your law firm from others?

We believe in providing a customized experience to each individual. Anyone can go to a Document Preparation Assistant or Site and create their own estate planning documents. Even other estate planning attorneys may treat you like a number in their document factory. However, that will not accomplish your objectives and will be a waste of your time and money.

We spend the majority of our time listening to your needs and tailoring the ideal plan that best suits you, but unlike those Document Assistants or Sites, we will save you the extra hassle of transferring all of your assets into the trust. The document preparation is an added bonus.

Phil Shekerlian

License

Bar Number: 283483
California

Education

Whittier Law School
Juris Doctorate
California State University, Fullerton
Bachelors

Brent D. Rose

Innovative Attorney and Tax Advisor with extensive and diverse experience in accounting, financial services and law firms creating and implementing comprehensive business, charitable, estate, financial and tax plans for high net worth individuals, families, closely held businesses and their owners.

Specialties: Business organization, succession, estates, trusts, gifts, tax and retirement planning, preparation, review, and other legal, financial and tax related services.

I look forward to the opportunity to assist you and/or your clients soon.

For more background information, see www.linkedin.com/in/brentdrose.