Bill Finestone concentrates his practice in the area of trusts and estates, with particular emphasis on estate and tax planning, and estate and trust administration. His more than 40 years of experience spans the gamut of matters on which he advises his clients:
- Wills, revocable and irrevocable private trusts
- Charitable trusts and tax planning for charitable gifts
- Durable powers of attorney for financial and healthcare matters
- Business succession planning
- Estate and trust administration involving probate and non-probate procedures
- Dispute resolution involving wills and trusts
- Private fiduciary current and final accountings
- Representation of fiduciaries and beneficiaries
- Tax planning matters including California, United States, and international transfer tax
- Corporate, partnership, and individual income tax planning
- Property taxation
- Formation and representation of tax-exempt organizations
Bill is a frequent lecturer and author for industry publications on these topics as well. Recent engagements include:
- American and California State Bar Association
- Partnership for Philanthropic Planning (National Committee on Planned Giving)
- Western Conference on Tax-Exempt Organizations
- California State University Los Angeles, College of Extended Studies and International Programs