Real Estate Planning

Nearly all real estate transactions require proper planning to avoid or mitigate tax liability-this is especially true in California due to very peculiar property tax rules. A typical transaction involves the intersection of state and federal tax laws, as well as California property tax law.

Sophisticated individuals and businesses hire Lewis Business & Estate Planning, APC  to provide advice and representation on various real estate transactions  due to our extensive experience and reputation as a leader in the real estate tax planning industry. 

If you need assistance with a current or prospective real estate transaction involving the purchase, sale, exchange, or transfer of real property, please contact us to schedule a complimentary consultation at (714) 581-8808.

CONTACT INFORMATION

 

 

 

 

Lewis-Traut & Ruswick, APC
949 South Coast Drive, Suite 555
Costa Mesa, CA  92626
Phone: (714) 581-8808
Fax: (714) 581-8809

 

ATTORNEYS

Christy Lewis-Traut, J.D., LL.M.: clewis@lewistrautruswick.com
Jessica Ruswick, J.D.: jruswick@lewistrautruswick.com

 
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