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  • Now Serving Orange County.


  • For the 2007 tax year, estates valued at $2,000,000 or less are not subject to Federal estate taxes.


  • In 2007, a gift of up to $12,000 can be made to any person without being taxed.

  Forms

The forms below can provide you with further information about Trust, Estate, and Probate matters. Additionally, there are forms to complete prior to our initial meeting, which will provide us with the basic information we needs to begin working on your matter.

Please click on the below items to dowload the forms.

 
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