EntrepreneurS

Valensi Rose offers full-service wealth planning for entrepreneurs, ensuring that their businesses are protected from potential creditors while optimizing tax advantages. We work closely with entrepreneurs from entity formation to estate and succession planning, creating tailored solutions for long-term success.

Successful Outcomes

Assisted a business owner in creating joint ventures and refinancing nearly half a billion dollars in assets across various real estate holdings, including office buildings, ski resorts, and movie production facilities.
Represented a developer in the acquisition of a 180,000-square-foot construction center.
Guided the buyer in acquiring $50 million in operating assets and 23 skilled nursing facilities.

LATEST NEWS AND EVENTS

James Andrade Publishes Three Trust Resources on CEB

James Andrade has authored three resources on California trustee accounting obligations for CEB Practitioner, the practical guidance component of CEB’s...

Lynda Chung Chairs LA County Bar’s Trusts and Estates Section

Valensi Rose is pleased to announce that Lynda I. Chung has been elected Chair of the Trusts & Estates Section...

Lynda Chung Moderated Trust & Estates Panel at Litigation Symposium

Lynda I. Chung, a litigation partner with Valensi Rose, moderated a panel at the Litigation Intensive Symposium held by the...