ALI CLE's Estate Planning for the Family

Nicole M. Pearl advises clients on estate planning, wealth transfer planning, marital property agreements, business succession planning and post-death administration. Her clients include family offices, entrepreneurs and business owners, real property investors, private equity fund managers, and entertainment industry figures.

Nicole helps high-net-worth individuals pass wealth to the next generation, while minimizing their tax burden. To that end, she creates estate plans and charitable giving programs designed to meet her clients' family succession and wealth management objectives. She also advises families in the creation and ongoing administration of their family offices, and works with business owners to maintain control of their companies through buy-sell agreements or to relinquish control via responsibly conducted transition of ownership to family members or employees.

Nicole primarily works with clients throughout Southern California, but also maintains a statewide practice that includes a strong Northern California client base.