A member of the California Bar since 1986 (State Bar # 124354), George H. Chant III has been providing cutting-edge estate planning tools and advice to individuals and businesses in California. George is also admitted to the US District Court for the Central District of California, and the US Ninth Circuit Court of Appeals. Our firm has a long tradition of helping individuals and families understand how to plan their finances and structure their assets to minimize estate and income taxes. We also bring extensive experience to the administration of trusts and estates, both privately and through the California Courts.
We assist you with estate tax planning and business succession planning through the use of revocable and irrevocable trusts, gifting programs, post-mortem tax planning, generation-skipping trusts, philanthropic planning and offshore trusts. From simple wills to complex estate plans, we work with individuals, couples, families and business owners. We assist and advise you regarding asset preservation, post-divorce planning, and when necessary, our firm has also represented individuals and estates in litigation matters.
Our commitment to our clients extends beyond the initial preparation of an estate plan and includes ongoing advice and service as legal needs arise. For instance, we often provide advice to our clients as to matters of trust and estate administration, including minimizing income taxes and structuring distributions to beneficiaries. We also assist clients and professionals with preparation of both estate tax and fiduciary income tax returns. These are just a few examples of the full range of services we provide to our estate planning and trust clients. We have ongoing relationships with many financial planners, insurance professionals, certified public accountants, bankers and other financial professionals.
We coordinate with your investment advisors, brokers and financial planners to provide a consistent, efficient plan to minimize your exposure to estate taxes and income taxes and provide for the orderly disposition of your affairs. When it is necessary to probate an estate through the California courts, we represent you or your estate through the entire process, assisting with trust administration, the establishment and management of conservatorships/guardianships, and assist you with other matters in the California probate courts.
George also serves as General Counsel for Northstar Brokerage Advisory Services, Inc., a national Life Insurance and Annuity Brokerage organization providing top contracts, services, and products to 15 regional and national wholesaling firms, five broker-dealers, and more than 1600 professional Advisors in 21 states.
This web site is designed for general information only. The information presented within this site is not intended to be, nor should it be construed as formal legal advice. Furthermore, this site does not constitute the formation of a lawyer-client relationship.
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