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Single Practice

 

Family Offices; Succession Planning

The firm provides succession counseling and trust and estate advice to business owners and high net worth family groups. Marc Bronstein manages this practice. In addition to working in trusts and estate, probate and disputed inheritance matters for over 40 years, Marc also brings his experience as a licensed CPA to bear on financial issues for high net worth individuals. In addition to providing planning services, the firm has, as necessary, litigated high stakes probate matters involving disputed claims to business ownership and control.
The firm also acts as “concierge” counsel for family offices, often coordinating the activities of specialized outside lawyers operating in different states and internationally.
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Head Office

Shumaker Mallory, LLP
333 South Grand Avenue, Suite 3400
Los Angeles, CA 90071

213-793-2020 (main)
213-674-4268 (fax)
info@SMCounsel.com

Beverly Hills Office

Shumaker Mallory, LLP
280 S. Beverly Dr., Suite 505
Beverly Hills, CA 90212

213-793-2020 (main)
213-674-4288 (fax)
info@SMCounsel.com

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