At Michael W. Brown, Inc. we understand that planning for the future can be overwhelming, especially when it comes to estate planning, business planning, and Medi-Cal planning. That's why we're committed to providing you with the most up-to-date planning techniques presented in an easy-to-understand manner.
Our Services
Our practice is approximately 70% Estate Planning and Elder Law and 30% Business Planning. Our experienced attorney, Michael W. Brown, is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning Trusts and Probate Law. He is also a member of the Estate Planning, Trust and Probate Law Section of the California State Bar; the National Academy of Elder Law Attorneys, Inc.; and a former Chairman of the Planned Giving Committee of the Los Angeles Affiliate of the American Heart Association.
Estate Management
Estate management involves planning for the distribution of your assets after your death. This includes creating a will, establishing trusts, and setting up beneficiary designations. However, it's not just about writing a will and naming beneficiaries. It's about ensuring that your assets are protected and distributed according to your wishes. Our expertise in estate management helps individuals and families navigate the complex process of estate planning, ensuring that their final wishes are respected and their loved ones are taken care of.
Estate Tax
Estate tax is a tax on the transfer of assets while alive or at the time of death. It affects individuals who have a net worth of over $11,180,000. At Michael W. Brown, Inc., we can help you navigate the complexities of estate tax planning, including the use of "bypass trusts" to shelter up to $22,360,000 from estate tax. We also advise on the use of "portability" to transfer unused exemptions to the surviving spouse.
Business Planning
Business planning is critical for small businesses, which need to ensure that their corporate formalities are followed and a "paper trail" is maintained regarding financial operations. We provide yearly reviews of corporate activities, answer client questions, and refer clients to experts when needed. We also assist clients in preserving personal liability protection, preserving income tax deductions, and planning for the succession of partners, children, or employees.
Medi-Cal Planning
Medi-Cal planning is a complicated process that requires expertise to ensure that individuals qualify for Medi-Cal assistance and avoid unnecessary penalties. At Michael W. Brown, Inc., we use aggressive techniques in specific situations to help families save thousands of dollars in Medi-Cal planning.
Our Philosophy
At Michael W. Brown, Inc., we believe in providing personalized attention to our clients and treating each case with care and dedication. We pride ourselves on our expertise in estate planning, business planning, and Medi-Cal planning, and we strive to make our services accessible and affordable. Our office is conveniently located in Diamond Bar, California, and we serve clients throughout the surrounding areas.
Summary of Reviews
Overall Experience
The majority of reviewers had a positive experience with the law office, praising the staff for being helpful, informative, and caring. Many reviewers appreciated the attention to detail and patience shown by the attorneys, particularly Michael Brown.
Praise for Michael Brown
Michael Brown was specifically mentioned by several reviewers, who praised him for being approachable, reasonable, and knowledgeable in estate planning. Reviewers appreciated his ability to explain complex legal concepts in a clear and concise manner.
Customer Service
The staff at the law office received high praise for being helpful, quick to respond, and professional. Reviewers appreciated the attention to detail and care shown by the staff.
Negative Experience
One reviewer had a negative experience, citing poor communication and unprofessionalism from the office. The reviewer was unhappy about being kept waiting for an extended period without being provided with updates.
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