Estate Settlement and Distribution
Dispute Resolution and Litigation
Wealth Management: Estate Planning Devices
Freeman, Freeman, Smiley's Estate Planning practice is nationally-recognized for its expertise in estate planning for High Net Worth Individuals (HNWIs). We strive to accommodate the needs of both small and large clients in traditional trust planning, as well as family trusts, gifting, representing trustees, irrevocable trusts, and grant trusts. Freeman, Freeman, Smiley provides counsel to non-profit institutions in developing and operating their fund-raising programs.
Effective estate and business succession planning begins with a full review of a client's desires, objectives, and existing planning. Freeman, Freeman, Smiley's review is a consultation with individuals and their families, and other professional advisors, to consider appropriate revisions. We identify and address issues and strategies related to estate taxes and liquidity problems, transfers of family businesses, and the financial security of spouses, children and other beneficiaries.
On March 23, 2012, one of the firm's partners, Steven E. Young, joined with other UCLA Alumni to meet with California Assembly members Felipe Fuentes and Robert Blumenfield, and State Senator Alex Pad.. Details
On November 21, 2011, Sylvia Scott spoke on SEC inspections and examination in the Post Dodd Frank Environment. .. Details
On November 4, 2011, Sylvia Scott spoke on how to best navigate a FINRA inquiry and the referral between FINRA, the SEC and the Department of Justice. (http://www.abacle.org/).. Details
