Business Details
20 Years
experience
Emergency
services
Trusted Legal Counsel for Estate Planning & Business Transactions in Tustin, CA
NM Law is a forward-thinking legal practice dedicated to delivering elite counsel through cutting-edge technology and concierge-level service. Founded in 2006, we specialize in trusts & estates and business transactions for high-net-worth individuals and closely held businesses. Our fixed-fee retainer model ensures predictable costs while prioritizing strategic outcomes over billable hours. With expertise in complex estate planning, trust administration, and business succession, we combine AI-driven efficiency with personalized guidance to preserve generational wealth.Our attorneys bring decades of combined experience in navigating tax implications, family dynamics, and cross-border asset management, serving clients across California from our Tustin headquarters. We maintain a client-centric focus, emphasizing transparency, ethical standards, and proactive solutions to protect what matters most.
Services
Estate Planning
Trust Administration
Business Transactions
Probate
Succession Planning
Details
- Year established: 2006
Highlights and features
- We offer fixed-fee retainers for predictable legal costs
- Our AI-driven approach enhances efficiency without replacing attorney expertise
- Specialized in complex estate planning for $10M+ families
- We provide concierge-level service with 24/7 emergency access
- Our team includes certified specialists in trusts & estates law
What people say
Thorough and knowledgeable
Compassionate and professional
Achieved successful settlements
Timely responses
Expertise in complex trusts
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect and transfer wealth while minimizing tax liabilities. We specialize in customized trusts, wills, and advanced directives for high-net-worth individuals. Our attorneys work closely with clients to address family dynamics, business succession, and cross-border asset management. With a focus on long-term legacy planning, we ensure seamless wealth transfer across generations while maintaining compliance with evolving tax regulations.
Trust Administration
Trust administration services guide trustees through complex post-mortem asset distribution processes. We provide expert oversight for trust funding, tax compliance, and beneficiary communications. Our team specializes in resolving disputes and managing real estate holdings in high-value California markets. By combining legal expertise with practical solutions, we help trustees fulfill fiduciary duties while protecting family assets from erosion or litigation.
Business Transactions
Business transaction services support closely held companies through formation, succession planning, and major agreements. We offer strategic guidance on entity selection, contract negotiations, and ownership transitions. Our attorneys function as outsourced general counsel, providing tailored solutions for family businesses and entrepreneurs. With industry-agnostic expertise, we help clients navigate complex transactions while maintaining operational continuity and long-term growth objectives.
Probate
Probate services assist executors in navigating court-supervised estate administration. We streamline asset inventory, debt resolution, and beneficiary distributions while minimizing delays and costs. Our team specializes in resolving contested probate matters and complex trust disputes. By leveraging extensive experience with California's unique tax environment, we help families settle estates efficiently while protecting their inheritance from unnecessary erosion.
Succession Planning
Succession planning services ensure smooth leadership transitions for family businesses and professional practices. We develop customized strategies addressing ownership transfer, key employee retention, and tax optimization. Our approach combines legal expertise with practical business insights to preserve organizational continuity. By addressing potential conflicts proactively, we help clients create sustainable succession frameworks that protect both business interests and family relationships.
People
Noelle Minto
Founding Attorney
With over 15 years of experience in estate planning and trust administration, Noelle Minto specializes in complex wealth preservation strategies for high-net-worth families. She combines technical expertise with compassionate guidance to create customized solutions that address both legal and personal objectives.
Samantha Smith
Attorney
Samantha Smith focuses on trust administration and probate litigation, bringing extensive experience in resolving complex estate disputes. Her approach emphasizes clear communication and practical solutions to protect client interests while minimizing family conflict during sensitive transitions.
John Schroeder
Of Counsel
John Schroeder specializes in business succession planning and corporate transactions, offering strategic guidance to closely held businesses. His practice focuses on creating sustainable transition plans that balance legal requirements with operational continuity for multi-generational enterprises.
Questions
What's the difference between a will and a trust?
Trusts avoid probate court, maintain privacy, and allow immediate asset distribution, while wills require public probate proceedings that can take 12-24 months and cost 4-7% of estate value in California.
What estate planning services do you offer?
We provide comprehensive estate planning including revocable and irrevocable trusts, wills, advanced healthcare directives, power of attorney documents, and tax optimization strategies for estates valued over $6M.
How do you handle complex trust administration?
Our team guides trustees through asset inventory, tax filings, creditor notifications, and beneficiary distributions while maintaining compliance with California's unique trust administration requirements and minimizing potential disputes.
What business transaction services do you provide?
We assist with entity formation, contract negotiations, business succession planning, and major transactions for closely held companies, functioning as outsourced general counsel with fixed-fee arrangements.
How are your legal fees structured?
We use fixed-fee retainers for predictable costs, avoiding hourly billing. Fees are determined by matter complexity during initial consultations, with transparent pricing for all estate planning and business services.
Do you handle cross-border estate issues?
Yes, we specialize in international estate planning for clients with global assets, addressing conflicting jurisdictions, tax treaties, and cross-border wealth transfer challenges for families with international connections.
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