Individuals & Families

Valensi Rose handles a full range of matters affecting individuals and families, from estate planning and tax issues to family law matters, including premarital and post-marital agreements. We provide compassionate and expert counsel to help clients manage complex family and financial issues.

Our services include:

Family and domestic relations issues
Estate and tax planning
Family wealth management

Successful Outcomes

Helped a family navigate a personal bankruptcy within the family, facilitating the court-approved purchase of business interests to prevent outsiders from acquiring them.
Used IRS-approved techniques to help clients transfer a portion of their family business, valued in the hundreds of millions, to their children with zero gift tax.
Facilitated a $30 million loan to a trust for a child through creative life insurance planning, purchasing a $180 million life insurance policy for the benefit of the grandchildren.
Defeated an IRS attempt to assess over $500 million in estate tax, securing a full victory for the estate.

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...