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TAXATION- BUSINESS- REAL ESTATE
Call Us Today!
(415) 388-0605
Call Us Today!
(415) 388-0605

Practice Areas

Taxation, Business and Real Estate legal service:

Do you need assistance with tax issues, preparing and filing returns (income, business, corporate, estate, trust, partnership, LLCs, estate and gift tax, etc)?  Is your real property tax assessment too high?  Are you having problems with sales tax returns?  Do you need representation with the Internal Revenue Service, Franchise Tax Board, Board of Equalization, County Assessor's Office for a real estate tax issue? Do you need a tax strategy to minimize taxes from the transfer or sale of real property or business assets?

Estate Planning
Preserving your wealth for you and your children should be your top priority. Yet taking care of your estate can seem a bit overwhelming. We’re here to help you make the best decisions and to suggest alternatives to achieve your estate plan goals. Our law firm helps you with drafting any of the following documents: 
  • Wills and Trust
  • Power of Attorney for Finance
  • Power of Attorney for Health Care and Living Will
  • Revocable Trusts
We also help you with planning, defending and contesting any of the following:
  • Gifting
  • Estate Planning
  • Will/Trust Contest
  • Will/Trust Defense
  • Distribution of Assets and Family Business Succession Matters

ASSET PROTECTION 
Unfortunately, when you have built wealth through hard work and perseverance consideration should be given to protect your assets creditors and lawsuits. Come work with Mulberg Law Firm—hassle-free—to develop a comprehensive asset protection plan by considering short-term, long-term financial, as well as estate planning goals.

PROBATE WILLS & ESTATES
The process for probating of Wills can be quite long and arduous. You need a team to assist  you with protecting  your estate for your heirs and mitigate income, estate and gift taxes.  Alternatively, we will work with you to defend a Will or Trust,  or contest one. Frank Mulberg has made a career of 40 years in delivering a level of expertise and adeptness in trust administration and probate.

REAL ESTATE & Contracts
Purchasing or selling a property can be a huge investment. Ownership of real property requires a plan to minimize rish and liability exposure. We don’t only offer assistance with the purchasing a new business, property or home; we provide years of experience when it comes to real estate related transactions. Also, we are equipped with the necessary tools and resources to assist you with matters concerning:
  • Tax Issues
  • Landlord Issues
  • Settlement of Claims
  • Home Loans and Foreclosures
  • Property Development
  • Zoning and Land Use
  • Real Property Sales and Probate Contracts
  • Property Disputes - Quiet Title, etc

BUSINESS & CORPORATE
Receive  counsel  to successfully form and operate your business. Be prepared to deal with problems that may arise from interactions with other companies, the public and the government as well. Ensure your business is in complience within the confines of the law on the tax, labor and sales areas. Proper advice is necessary  if you are planning to establish a new business or run an existing one. We can help you with selection of entities and rules for operational compliance of your business concerning:
  • Limited Liability Company
  • Corporations
  • Corporate Restructuring
  • Personnel and Employee Matters
  • Policies and Procedures
  • Sale of Stock or Business Assets

ESTATE AND TRUST PLANNING  -TRUST AND ESTATE ADMINISTRATION:
Absent proper planning and implementation of appropriate strategies, trust administration and probating a will can be a complex and complicated process involving family members, tax issues and sometimes non-family members. The best manner to mitigate problems from occurring and to maximize cash flow for an estate and trust is to invest the time and effort to plan out the most efficient course when creating an estate plan, irrespective of the size of the estate assets. There are many alternatives and options available in trust, estate and gift planning that require consideration in order to effectuate the intent of the person and family undertaking estate planning.

Our experience over the past 35 years will allow a client to take advantage and explore many options and alternatives in estate planning, trust administration and probate. Contact our law firm today to schedule a consultation. We’ll be happy to assist you with any of our legal services. 

CONTACT US TODAY BY THIS WEB PORTAL
FOR APPOINTMENT ONLY-CALL (415) 388-0605

CONTACT INFORMATION

ADDRESS

Frank Mulberg, Atty/CPA
Brett Mulberg, Atty/LLM (Taxation)

655 Redwood Hwy, Conf Rm
Mill Valley, California
Telephone to make
​appointment: (415) 388-0605

Business Hours

Mon - Fri: 09:00 AM - 05:00 PM

Payment Options