Business Details
16 Years
experience
Estate Planning & Asset Protection Lawyer in Dana Point, CA
Christine C Weiner is a law firm dedicated to helping individuals, families, and businesses create comprehensive estate plans that protect assets, ensure legacy preservation, and provide peace of mind. With over 34 years of legal experience, our founder combines personalized service with advanced expertise in estate planning, asset protection, and business succession strategies. We collaborate closely with clients and their advisors to develop tailored solutions that address both immediate needs and long-term goals.Our team maintains active memberships in prestigious organizations like the Society of Trust and Estate Practitioners (STEP) and the Exit Planning Institute, while our founder holds certification as a Legal Specialist in Estate Planning by the California State Bar. Through decades of teaching, lecturing, and direct client representation, we have established a reputation for excellence in navigating complex legal frameworks to deliver practical, enduring solutions.
Services
Estate Planning
Asset Protection
Business Planning
Exit Planning
Trust Administration
Tax Planning
Succession Planning
Details
- Year established: 2010
Highlights and features
- 34 years of specialized legal experience in estate planning and asset protection
- Certified Legal Specialist status by California State Bar in Estate Planning
- Active member of prestigious professional organizations like STEP and WealthCounsel
- Proven track record with multiple recognitions as top attorney in Orange County
- Collaborative approach integrating clients' existing financial and legal advisors
Associations and certifications
- California State Bar Board of Legal Specialization
- Society of Trust and Estate Practitioners (STEP)
- Exit Planning Institute
- WealthCounsel
What people say
Top attorney recognition
Personalized planning approach
Collaborative methodology
Professional leadership roles
Advanced legal certifications
Services
Estate Planning
We create customized estate plans that ensure your assets are distributed according to your wishes while minimizing tax liabilities. Our approach combines legal expertise with personalized consultation to address your unique family dynamics and financial situation. Services include wills, trusts, and advanced directives that protect your legacy and provide clear guidance for loved ones.
Asset Protection
Our asset protection strategies safeguard your wealth from potential litigation and creditors through domestic and offshore trust structures. We help professionals and business owners implement equity stripping techniques and jurisdiction-specific planning to preserve assets for future generations while maintaining compliance with evolving legal standards.
Business Planning
We develop comprehensive business plans that align with personal estate goals while protecting company assets. Our services include entity formation, succession planning, and exit strategies that maximize business value. We help owners navigate transitions while ensuring continuity and tax efficiency during ownership changes.
Exit Planning
Our exit planning services help business owners maximize value when transitioning out of their companies. Using the Value Acceleration Methodology, we create strategies that enhance business worth while providing flexible exit options. We coordinate with financial advisors to ensure smooth ownership transfers and tax-efficient distributions.
Tax Planning
We implement advanced tax planning techniques to minimize estate, gift, and income tax liabilities through irrevocable trusts, family partnerships, and charitable giving strategies. Our approach integrates with overall estate plans to preserve wealth across generations while maintaining compliance with complex tax regulations.
People
Christine C Weiner
Founder & Attorney
With 34 years of legal experience, Christine is a certified estate planning specialist and recognized leader in her field. She has served on multiple professional boards and received numerous awards for her legal excellence and community service.
Questions
What estate planning services do you offer?
We provide wills, trusts, powers of attorney, healthcare directives, and advanced tax planning strategies tailored to individual needs.
How do you protect business owners' assets?
We use entity structuring, equity stripping techniques, and domestic/international trust arrangements to safeguard business assets from potential claims.
What is business exit planning?
Exit planning prepares business owners to transition their companies while maximizing value and ensuring smooth ownership transfers.
How do you handle multi-generational wealth transfer?
We implement dynasty trusts, family limited partnerships, and other strategies to preserve wealth across generations while minimizing tax exposure.
Are your services only for wealthy clients?
No, we serve clients at various wealth levels, creating appropriate plans based on individual circumstances and goals.
How are you different from other estate planning attorneys?
Our unique combination of certification, professional leadership roles, and collaborative approach delivers comprehensive solutions with personalized attention.
