Clients

Our firm has had close and long standing working relationships with farmers, ranchers and vintners in providing them with the business, real estate, litigation, wealth planning and employment legal services that are necessary in today’s agricultural business environment.

Our Business & Real Estate Group can provide legal expertise in:

Our Civil Litigation Group has extensive experience in:

Our Employment and Labor Group can provide legal representation and counseling in areas of:

Our Estate & Family Wealth Planning Group is uniquely suited to address the complex challenges of the family business. With one of the most experienced groups on the Central Coast in providing complex tax, valuation and succession planning as well as:

Our Firm provides legal services to a wide range of Charitable Organizations including hospitals, educational institutions, social service organizations, religious organizations, cultural institutions, and private and public foundations. We are active in the nonprofit community as members of many local boards.

Our Business & Real Estate Group can establish and maintain the tax-exempt status of public charities and private foundations establish the deductibility of charitable contributions, advice on board governance issues, develop policies and corporate compliance programs.

Our Estate & Family Wealth Planning Group can create and assist in the integration of charitable giving plans.

Our Employment and Labor Group provides top quality client service to charities and other nonprofit and tax-exempt organizations in the areas of nonprofit law. We counsel clients with respect to various aspects of nonprofit law, best practices, and strategies to facilitate greater board participation and effectiveness in leading the organization, and protections against liability for nonprofit leaders.

We offer legal advice regarding general corporate matters such as corporate reorganization, capital financing, employee benefits, tax, and antitrust issues. Our labor and employment attorneys are experienced to handle everything from employment contracts to wage and hour litigation issues. We assist and advise clients in designing, implementing, administering and terminating all types of employment agreements.

Having access to our top legal and professional service expertise is essential to your business’s long-term health and is important to help your business grow as rapidly and efficiently as possible. With our attorneys on your side, you can deal effectively with legal, estate, tax, employment and financial issues that might otherwise require years of study to master.

Our Business & Real Estate Group identifies with individuals, entrepreneurs, and businesses of all sizes, providing them with counsel on how to assemble and manage a successful business enterprise. From business formation to dissolution, we can assist you with all your business as well as potential litigation needs.

Our Real Estate practice group is organized and focused according to relevant business sectors to more effectively serve our clients’ business needs, including: Development and construction Retail Investment real estate Finance Corporate real estate services.Our Litigation group has extensive experience in the representation of contractors, design professionals and landowners in connection with construction disputes.

We represent individual clients and investors, as well as diverse business entities, in matters pertaining to commercial leases, purchase and sale transactions, refinancing, title insurance coverage and claims issues, easements and related matters.

Our Business & Real Estate Group handles coordinates the planning, design, negotiation and implementation of transactional solutions to complex business and real estate issues. Acquisition, finance, operations, land use, disposition, and environmental matters. We provide services that will allow employers to better understand the legal issues that may impact the employment relationship while maximizing their goals and long-range plans.

Our firm provides consideration of the unique issues relating to closely held and family business interests in terms of ownership transition, regulation, realization and preservation of value. We believe that it is vital to understand and address the full range of needs and goals of the closely held and family-owned companies we represent. Our firm has over five decades of trust and estate, business and real estate, and litigation experience, and has the skill and discretion to handle even the most sensitive and complex matters. We have earned the confidence of many generations of clients. We are often called upon to be innovators; to design creative legal solutions to some of life’s most difficult challenges.

Some of the services we provide to closely held and family-owned businesses include:

  • Forming business entities such as C corporations, S corporations, general partnerships, or limited liability companies, as the needs of the business and its owners dictate
  • Assisting in acquisition of real estate and lease of property, including sale-leasebacks with owners
  • Assisting in locating and negotiating loans from traditional and non traditional sources
  • Analyzing and structuring transactions in order to minimize federal and state income, excise and transfer taxes
  • Providing practical advice and representation in all employment-related matters, including preparation of handbooks and employment applications and providing advice about the hiring and termination of employees
  • Offering creative solutions to resolve disputes, short of litigation, including arbitration and mediation.
  • Litigation services when other solutions fail.
  • Structuring executive compensation using techniques that reward key employees and building loyalty to owners
  • Coordinating business planning with owners’ estate planning
  • Business Valuation
  • Complex Estate Planning

We provide our technology and emerging growth companies with the specialized services that are uniquely important to them, such as: entity formation; equity compensation arrangements, including qualified and nonqualified stock option plans; securities and creative financing mechanisms to raise needed capital; technology licensing agreements; and business contracts. Our litigation department has experience including suits for breach of contract, fraud and unlawful business practices. This area also encompasses disputes involving partnerships, corporations and other business entities.

Our attorneys have served as general counsel to many of California’s special districts and municipalities, including cities, water and sanitation districts, metropolitan districts, business improvement districts, and others for over 50 years. Our firm provides services regarding the formation and ongoing representation of these entities in the areas of municipal law, finance, water law, environmental law, litigation, and other related areas. We handle all areas of development, permitting, planning, zoning, condemnation, eminent domain and environmental matters; and matters on behalf of both private property owners and public agency clients. Our firm regularly makes appearances on behalf of its clients before a wide range of administrative bodies, including the Board of Supervisors, City Councils, Planning Commissions and LAFCO.

We provide services that will allow employers to better understand the legal issues that may impact the employment relationship while maximizing their goals and long-range plans.

Our firm has had close and long standing working relationships with farmers, ranchers and vintners in providing them with the business, real estate, litigation, wealth planning and employment legal services that are necessary in today’s agricultural business environment.

Our Business & Real Estate Group can provide legal expertise in:

Our Civil Litigation Group has extensive experience in:

Our Employment and Labor Group can provide legal representation and counseling in areas of:

Our Estate & Family Wealth Planning Group is uniquely suited to address the complex challenges of the family business. With one of the most experienced groups on the Central Coast in providing complex tax, valuation and succession planning as well as:

Our Real Estate practice group is organized and focused according to relevant business sectors to more effectively serve our clients’ business needs, including: Development and construction Retail Investment real estate Finance Corporate real estate services.Our Litigation group has extensive experience in the representation of contractors, design professionals and landowners in connection with construction disputes.

Our Business & Real Estate Group handles coordinates the planning, design, negotiation and implementation of transactional solutions to complex business and real estate issues. Acquisition, finance, operations, land use, disposition, and environmental matters. We provide services that will allow employers to better understand the legal issues that may impact the employment relationship while maximizing their goals and long-range plans.

Our firm provides consideration of the unique issues relating to closely held and family business interests in terms of ownership transition, regulation, realization and preservation of value. We believe that it is vital to understand and address the full range of needs and goals of the closely held and family-owned companies we represent. Our firm has over five decades of trust and estate, business and real estate, and litigation experience, and has the skill and discretion to handle even the most sensitive and complex matters. We have earned the confidence of many generations of clients. We are often called upon to be innovators; to design creative legal solutions to some of life’s most difficult challenges.

Some of the services we provide to closely held and family-owned businesses include:

  • Forming business entities such as C corporations, S corporations, general partnerships, or limited liability companies, as the needs of the business and its owners dictate
  • Assisting in acquisition of real estate and lease of property, including sale-leasebacks with owners
  • Assisting in locating and negotiating loans from traditional and non traditional sources
  • Analyzing and structuring transactions in order to minimize federal and state income, excise and transfer taxes
  • Providing practical advice and representation in all employment-related matters, including preparation of handbooks and employment applications and providing advice about the hiring and termination of employees
  • Offering creative solutions to resolve disputes, short of litigation, including arbitration and mediation.
  • Litigation services when other solutions fail.
  • Structuring executive compensation using techniques that reward key employees and building loyalty to owners
  • Coordinating business planning with owners’ estate planning
  • Business Valuation
  • Complex Estate Planning

Our Business & Real Estate Group identifies with individuals, entrepreneurs, and businesses of all sizes, providing them with counsel on how to assemble and manage a successful business enterprise. From business formation to dissolution, we can assist you with all your business as well as potential litigation needs.

Having access to our top legal and professional service expertise is essential to your business’s long-term health and is important to help your business grow as rapidly and efficiently as possible. With our attorneys on your side, you can deal effectively with legal, estate, tax, employment and financial issues that might otherwise require years of study to master.

We represent individual clients and investors, as well as diverse business entities, in matters pertaining to commercial leases, purchase and sale transactions, refinancing, title insurance coverage and claims issues, easements and related matters.

Our Firm provides legal services to a wide range of Charitable Organizations including hospitals, educational institutions, social service organizations, religious organizations, cultural institutions, and private and public foundations. We are active in the nonprofit community as members of many local boards.

Our Business & Real Estate Group can establish and maintain the tax-exempt status of public charities and private foundations establish the deductibility of charitable contributions, advice on board governance issues, develop policies and corporate compliance programs.

Our Estate & Family Wealth Planning Group can create and assist in the integration of charitable giving plans.

Our Employment and Labor Group provides top quality client service to charities and other nonprofit and tax-exempt organizations in the areas of nonprofit law. We counsel clients with respect to various aspects of nonprofit law, best practices, and strategies to facilitate greater board participation and effectiveness in leading the organization, and protections against liability for nonprofit leaders.

We provide assistance with insurance coverage and litigation. Our firm’s experience includes dealing with bad faith, liability, disability, major medical, homeowner’s, inland and wet marine, employers, credit, accidental death and dismemberment, reinsurance, excess, umbrella, insolvency, and Lloyd’s marketplace.

Our firm offers extensive experience and depth in representing large and small retailers in every type of employee-employer dispute. These disputes include, for example, unfair labor practices, labor arbitrations and union avoidance as well as state and federal charges of discrimination, state and federal wage and hour violations and OSHA violations. We counsel clients who have local, regional, national and international operations and stores regarding all facets of employment law involving issues such as privacy and surveillance, drug and alcohol testing, credit and background checks, payroll and garnishment issues, Department of Transportation regulations, and reductions in force and plant/store closings.

>Having access to our top legal and professional service expertise is essential to your business’s long-term health and is important to help your business grow as rapidly and efficiently as possible. With our attorneys on your side, you can deal effectively with legal, estate, tax, employment and financial issues that might otherwise require years of study to master.

When personnel issues arise in the hospitality and restaurant industry, our labor and employment attorneys are experienced to handle everything from employment contracts to wage and hour litigation issues. We assist and advise clients in designing, implementing, administering and terminating all types of employment agreements. We represent businesses involved in employment-related litigation, including unemployment compensation, civil rights/discrimination and wrongful termination, before all federal and state courts and administrative agencies. We also assist and advise clients in connection with employee benefits issues.

We provide our technology and emerging growth companies with the specialized services that are uniquely important to them, such as: entity formation; equity compensation arrangements, including qualified and nonqualified stock option plans; securities and creative financing mechanisms to raise needed capital; technology licensing agreements; and business contracts. Our litigation department has experience including suits for breach of contract, fraud and unlawful business practices. This area also encompasses disputes involving partnerships, corporations and other business entities.

We offer legal advice regarding general corporate matters such as corporate reorganization, capital financing, employee benefits, tax, and antitrust issues. Our labor and employment attorneys are experienced to handle everything from employment contracts to wage and hour litigation issues. We assist and advise clients in designing, implementing, administering and terminating all types of employment agreements.

Our Firm provides legal services to a wide range of Charitable Organizations including hospitals, educational institutions, social service organizations, religious organizations, cultural institutions, and private and public foundations. We are active in the nonprofit community as members of many local boards.

Our Business & Real Estate Group can establish and maintain the tax-exempt status of public charities and private foundations establish the deductibility of charitable contributions, advice on board governance issues, develop policies and corporate compliance programs.

Our Estate & Family Wealth Planning Group can create and assist in the integration of charitable giving plans.

Our Employment and Labor Group provides top quality client service to charities and other nonprofit and tax-exempt organizations in the areas of nonprofit law. We counsel clients with respect to various aspects of nonprofit law, best practices, and strategies to facilitate greater board participation and effectiveness in leading the organization, and protections against liability for nonprofit leaders.

Our firm has had close and long standing working relationships with farmers, ranchers and vintners in providing them with the business, real estate, litigation, wealth planning and employment legal services that are necessary in today’s agricultural business environment.

Our Business & Real Estate Group can provide legal expertise in:

Our Civil Litigation Group has extensive experience in:

Our Employment and Labor Group can provide legal representation and counseling in areas of:

Our Estate & Family Wealth Planning Group is uniquely suited to address the complex challenges of the family business. With one of the most experienced groups on the Central Coast in providing complex tax, valuation and succession planning as well as:

We provide services that will allow employers to better understand the legal issues that may impact the employment relationship while maximizing their goals and long-range plans.

Our attorneys have served as general counsel to many of California’s special districts and municipalities, including cities, water and sanitation districts, metropolitan districts, business improvement districts, and others for over 50 years. Our firm provides services regarding the formation and ongoing representation of these entities in the areas of municipal law, finance, water law, environmental law, litigation, and other related areas. We handle all areas of development, permitting, planning, zoning, condemnation, eminent domain and environmental matters; and matters on behalf of both private property owners and public agency clients. Our firm regularly makes appearances on behalf of its clients before a wide range of administrative bodies, including the Board of Supervisors, City Councils, Planning Commissions and LAFCO.

We provide services that will allow employers to better understand the legal issues that may impact the employment relationship while maximizing their goals and long-range plans.

Our Real Estate practice group is organized and focused according to relevant business sectors to more effectively serve our clients’ business needs, including: Development and construction Retail Investment real estate Finance Corporate real estate services.Our Litigation group has extensive experience in the representation of contractors, design professionals and landowners in connection with construction disputes.

Integrated Wealth Transfer Planning
Evaluation of techniques to reduce the overall transfer tax (i.e., gift, estate and generation-skipping transfer taxes) burden on the transfer of family wealth through various forms of lifetime transfers. This includes outright gifts, gifts to Grantor Retained Income Trusts, gifts to Qualified Personal Residence Trusts, gifts to Grantor Retained Annuity Trusts, Private Annuities, and Installment Sales to Grantor or Nongrantor Trusts, and the preparation of Gift Tax Returns.

Valuation Planning
Selection and application of the various valuation standards as they apply to the client’s assets including family business interests, with a view to position the family wealth for favorable valuation adjustments for transfer tax purposes.

Succession Planning
Consideration of the unique issues relating to family business interests in terms of continuity of management, valuation planning, and positioning the owner’s estate for favorable transfer tax provisions applicable to business interests (e.g. “special use valuation,” qualified family owned business interest deduction, and installment payment of estate tax).

Having access to our top legal and professional service expertise is essential to your business’s long-term health and is important to help your business grow as rapidly and efficiently as possible. With our attorneys on your side, you can deal effectively with legal, estate, tax, employment and financial issues that might otherwise require years of study to master.

Our firm provides consideration of the unique issues relating to closely held and family business interests in terms of ownership transition, regulation, realization and preservation of value. We believe that it is vital to understand and address the full range of needs and goals of the closely held and family-owned companies we represent. Our firm has over five decades of trust and estate, business and real estate, and litigation experience, and has the skill and discretion to handle even the most sensitive and complex matters. We have earned the confidence of many generations of clients. We are often called upon to be innovators; to design creative legal solutions to some of life’s most difficult challenges.

Some of the services we provide to closely held and family-owned businesses include:

  • Forming business entities such as C corporations, S corporations, general partnerships, or limited liability companies, as the needs of the business and its owners dictate
  • Assisting in acquisition of real estate and lease of property, including sale-leasebacks with owners
  • Assisting in locating and negotiating loans from traditional and non traditional sources
  • Analyzing and structuring transactions in order to minimize federal and state income, excise and transfer taxes
  • Providing practical advice and representation in all employment-related matters, including preparation of handbooks and employment applications and providing advice about the hiring and termination of employees
  • Offering creative solutions to resolve disputes, short of litigation, including arbitration and mediation.
  • Litigation services when other solutions fail.
  • Structuring executive compensation using techniques that reward key employees and building loyalty to owners
  • Coordinating business planning with owners’ estate planning
  • Business Valuation
  • Complex Estate Planning

Our firm has had close and long standing working relationships with farmers, ranchers and vintners in providing them with the business, real estate, litigation, wealth planning and employment legal services that are necessary in today’s agricultural business environment.

Our Business & Real Estate Group can provide legal expertise in:

Our Civil Litigation Group has extensive experience in:

Our Employment and Labor Group can provide legal representation and counseling in areas of:

Our Estate & Family Wealth Planning Group is uniquely suited to address the complex challenges of the family business. With one of the most experienced groups on the Central Coast in providing complex tax, valuation and succession planning as well as:

Our Firm provides legal services to a wide range of Charitable Organizations including hospitals, educational institutions, social service organizations, religious organizations, cultural institutions, and private and public foundations. We are active in the nonprofit community as members of many local boards.

Our Business & Real Estate Group can establish and maintain the tax-exempt status of public charities and private foundations establish the deductibility of charitable contributions, advice on board governance issues, develop policies and corporate compliance programs.

Our Estate & Family Wealth Planning Group can create and assist in the integration of charitable giving plans.

Our Employment and Labor Group provides top quality client service to charities and other nonprofit and tax-exempt organizations in the areas of nonprofit law. We counsel clients with respect to various aspects of nonprofit law, best practices, and strategies to facilitate greater board participation and effectiveness in leading the organization, and protections against liability for nonprofit leaders.

What's New

November 6, 2018

2019 Employment Law Conference - Save the Date March 5, 2019

Save the date for the 2019 Employment Law Conference to be held at the Four Seasons Resort The Biltmore Santa Barbara. More information will become available and published in December...

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October 21, 2018

Business Associate

Our Business Department in looking for a well qualified Business Associate with 2 – 5 years experience in sophisticated business and real estate transactions with strong analytical and writing skills....

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October 11, 2018

Christine Roberts publishing ERISA blog

Christine Roberts has been publishing a blog about ERISA matters titled “E is for ERISA” since 2011.  Read more about Christine and her blog here: http://eforerisa.wordpress.com/about/ See Christine’s latest postings the...

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