Practice Areas Overview
Atack & Penrose LLP is a Santa Cruz law firm assisting clients throughout Monterey County, San Benito County, and Santa Cruz County in:
Estate Planning
Attorneys with Atack & Penrose have extensive experience preparing and reviewing a range of estate planning instruments, including wills, living trusts, and charitable trusts. We have significant expertise in complex estate tax planning techniques, including intentionally defective grantor trusts, generation skipping transfer trusts, irrevocable life insurance trusts, and qualified personal residence trusts. For more about our work in this area, see the estate planning page.
Estate and Probate Litigation
At Atack & Penrose, we represent beneficiaries and fiduciaries in an array of estate and probate litigation matters, including will contests, trust contests, conservatorship disputes, and family disputes. We also assist clients in claims of breach of fiduciary duty, mismanagement, misappropriation, and other allegations. To learn more, visit the estate and probate litigation page.
Business Succession Planning
When a family member plans to sell or retire from the family business, Atack & Penrose assists with the exploration of business succession planning options, formulating tax saving strategies for the sale of the business while working with the client's other advisors to effectuate the sale or transfer while minimizing any tax implications. To learn more about the services we provide in this area, visit the business succession planning page.
Real Estate and Land Use
Lawyers practicing with Atack & Penrose have significant expertise in all aspects of real estate and land use law, including environmental regulatory, land development, and entitlement issues. We represent clients in real estate transactions, land use administrative hearings, real estate contracts, boundary disputes, and general business matters. To learn more, visit the real estate and land use page.
