Our Services
As a specialty estate planning and corporate transactional law office, we specialize in the following areas:
What We Do
- Foundational and advanced estate planning for individuals
- Business succession planning and exit strategies for small to medium sized businesses
- Corporate, partnership, LLC formation, maintenance and governance
- Business agreements including buy/sell agreements, purchase and sale agreements, as well as agreements related to company operational and management issues
- Real estate acquisition due diligence, purchase and sale agreements, lease agreements, advice regarding operations and management issues
- Post death trust administration
- Non-profit incorporations, tax exemption application, corporate governance, compliance and management issues
- Coordination with client's team of advisors including their CPA, CFP, insurance professional, and other business advisors
As a small law office, we are able to offer a more personalized and customized approach to your legal needs.
How We Work
- We offer competent, practical, timely, and cost-efficient legal advice
- We strive to provide consistent personalized service to every client without the inconvenience of high costs and lack of personal attention often associated with larger law firms
- We embrace technology to streamline our services to clients and to reduce overall costs
- We participate in continued professional education, both legal and accounting, to keep up to date with legal trends and maintain professional licenses; we do not practice public accounting, however our education and experience allow us to coordinate with your selected professionals
- We update our website to provide you with recent news on important current laws and court cases
Referrals
Upon request, we provide referrals to highly competent professionals such as a CPA, CFP, CVA, insurance agent, or legal experts in other areas of law. However, if you already engage other advisors, we will join your team of consultants and work in conjunction with them on your estate plan or other legal issues.
Find out more about How We Work.
"Estate planning can be an emotional and technical rollercoaster ride. So many things to consider, so many choices to make. Merilyn Steele helped ease the pain of going through this process. She was patient, understanding and insightful. She offered many options to us that we were unaware existed and could only be discovered through her expertise. Something we truly dreaded embarking on became very manageable and doable with Merilyn. We highly recommend Merilyn and the entire Messner Steele firm to our family and closest friends and anyone who would benefit from her services."
-Owner,
Real Estate Investment Firm,
La Jolla, CA
"Working the past eight years with Merilyn Steele has been a rewarding experience in dealing with her expertise covering our needs. We can expect nothing more than excellent service and advice when we call upon her. We expect a long, working relationship and we know that our company will be in good hands in our legal and business ventures."
-Former owner and current Director,
Masonry Contracting Company,
Chino, CA
701 Palomar Airport Road, Suite 300, Carlsbad, California 92011-1028
760-931-5640 (ph) 760-804-3868 (fax)
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