NM Law Attorneys | Complex Estate Planning and Wealth Attorneys is a specialized law firm dedicated to serving high-net-worth individuals, families, and business owners with sophisticated estate and business planning needs. Founded in 2006, the firm stands out for its concierge-style representation and deep expertise in navigating the intricate legal and financial challenges associated with significant wealth.
The firm adopts a client-centered approach, offering fixed-fee legal concierge services that prioritize clarity, education, and long-term legacy preservation. Their attorneys act as trusted advisors, providing the familiarity of an in-house general counsel while remaining industry-agnostic. They specialize in assisting clients with assets exceeding $10 million, addressing complex issues such as tax implications, multi-generational planning, business succession, and cross-border asset management.
Services Offered
- Estate Planning
- Probate & Trust Litigation
- Trust Administration
- Business Structuring
- Succession Planning
- Business Transactions
- Real Estate Holdings Concierge Services
- Wealth Preservation Strategies
- Tax Planning (Estate, Income, Capital Gains)
- Cross-Border and Multi-Jurisdictional Planning
- Estate Planning for Blended Families and Remarriages
- Legacy and Charitable Planning
Based in Tustin and Riverside, California, the firm serves clients throughout the state, with particular experience in high-value regions like Los Angeles, San Francisco, and Orange County. They are committed to philanthropic efforts, dedicating pro bono time and resources to support charitable causes, including refugee resettlement programs.
