Wealth Management Tax Strategies for High-Net-Worth Individuals

Wealth Management Tax Strategies for High-Net-Worth Individuals: A Legal Perspective In the realm of wealth management, high-net-worth individuals (HNWIs) face unique challenges and opportunities. High-net-worth individuals are often seeking to navigate the intricate landscape of tax strategies to preserve and grow their wealth. This blog will delve into effective tax strategies tailored for HNWIs, emphasizing […]

Navigating Tax Liabilities: A Guide for Business Owners

Navigating Tax Liabilities: A Guide for Business Owners As a business owner, you already know that running a successful enterprise involves more than just providing a great product or service. There is a whole world of financial considerations to navigate, and one of the most significant among them is taxes.     Understanding your tax […]

Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management

Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management Embarking on a business venture, planning your estate, or navigating the complexities of personal wealth requires more than just hard work and dedication; it requires a strategic approach and the right team of professional advisors. Competent key advisors who work well together—your […]

California Expands Prohibitions on Noncompete Restrictions

California Expands Prohibitions on Noncompete Restrictions It is settled law in California that contracts in which a party is “restrained from engaging in a lawful profession, trade, or business of any kind is to that extent void.” [Bus. & Prof. Code Section 16600.] The three narrow exceptions to this restriction on noncompete agreements are (a) […]

The Most Important Things to Consider When Gifting Real Estate to Your Children  

The Most Important Things to Consider When Gifting Real Estate to Your Children Gifting real estate property to children is a significant financial and legal decision that requires careful consideration.     Here are some important things people need to know when gifting real estate property to their children:     TAX IMPLICATIONS  Gifting real estate property […]

5 Reasons Why a Regular Meeting with Your Tax Attorney is Critical

Five Reasons Why a Regular Meeting with Your Tax Attorney is Critical Business owners juggle many responsibilities. Taxes are one of the most crucial areas, and also one of the most overlooked areas, for business owners.  Failing to meet with a tax attorney each year can not only result in lost income, it can also […]

Joshua Driskell Voted Top 100 Lawyer

Lagerlof Managing Partner, Joshua Driskell, Voted Top 100 Lawyer of Los Angeles Business Journal PASADENA, CA – Pasadena law firm Lagerlof, LLP’s Managing Partner, Joshua Driskell, was named one of the 2023 Top 100 Lawyers by the Los Angeles Business Journal. The Los Angeles Business Journal names the Top 100 Lawyers in the Los Angeles […]

Top 3 Reasons Business Owners Need an Attorney When Selling Their Business

Top 3 Reasons Business Owners Need an Attorney When Selling Their Business Selling a business can be a complex process that involves legal, financial, and emotional considerations. As a business owner, it’s essential to consult with a transactional attorney before negotiating the sale of your business. Here are the top three reasons why: 1. Legal […]

The Gift Clock is Ticking

The Gift Clock is Ticking: Tax Changes to Expect in 2026 Federal tax laws are changing on January 1, 2026. What does this mean? It means the amount that you can give away without gift or estate tax will be cut in half. With that in mind, here’s what you need to know… CHANGES IN […]

Key Strategies Concerning Representations and Warranties in Commercial Real Estate Purchase Agreements

Key Strategies Concerning Representations and Warranties in Commercial Real Estate Purchase Agreements Representations and warranties are often the most heavily negotiated section of commercial real estate purchase agreements because of the parties’ competing objectives. Sellers typically seek to limit the nature and scope of any representations as much as possible, preferring that the buyer rely […]

What Lies Beneath: The Hidden Costs of Standard Form Contracts

What Lies Beneath: The Hidden Costs of Standard Form Contracts With the advent of online legal services and downloadable templates for every type of contract imaginable, many individuals and business owners have taken legal drafting into their own hands. For a few hundred dollars, or sometimes even for “free”, anyone with a computer or smart […]

How To Prevent Business Liability & Litigation: The Importance Of Being Proactive

How To Prevent Business Liability & Litigation: The Importance Of Being Proactive If you are a business owner, chances are you would go to great lengths to prevent liability and litigation. Litigation and common business liabilities can be very costly to businesses and take a long time to resolve. So why do so many business […]

Legal Entities and Real Property: Limiting Reassessment

Legal Entities and Real Property: Limiting Reassessment Legal practitioners have rightfully promoted the many advantages of holding real property in corporations, limited liability companies (LLCs), and other legal entities. By doing so a landowner can limit personal liability, exercise a degree of anonymity, and realize various tax efficiencies. However, when advising clients regarding the transfer […]

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