For over a decade, Modern Wealth Law has helped families, professionals, and business owners build, protect, and transfer more than $50 billion in generational wealth. From the initial design of a thoughtful estate plan to the careful administration of that plan decades later, our mission has always been to preserve our clients’ legacies — seamlessly, intelligently, and with compassion.
A Legacy of Generational Wealth Planning
Generational wealth is about more than financial preservation — it’s about ensuring your life’s work continues to make an impact on those you love and the causes you care about. At Modern Wealth Law, we specialize in creating customized estate plans that do just that.
Our attorneys combine expertise in estate planning, business succession, and tax strategy to craft plans that are both sophisticated and practical. Whether you’re looking to protect your family, your business, or your charitable vision, we align our clients goals with actionable strategies that are tax efficient and enforceable.
We regularly employ advanced estate planning vehicles for generational wealth planning such as:
- Dynasty Trusts designed to preserve and protect family wealth for multiple generations
- Irrevocable Life Insurance Trusts (ILITs) to remove life insurance proceeds from taxable estates
- Grantor Retained Annuity Trusts (GRATs) and Intentionally Defective Grantor Trusts (IDGTs) to transfer appreciating assets efficiently
- Spousal Lifetime Access Trusts (SLATs) to balance control, access, and tax efficiency
- Family Limited Partnerships (FLPs) and LLCs for business succession and creditor protection
- Charitable Remainder and Lead Trusts (CRTs and CLTs) to align wealth transfer with charitable giving goals
We use these tools to help clients achieve their estate planning wishes while minimizing estate and gift taxes, maintaining control, and protecting family assets from potential creditors, divorces, and other risks.
Estate Planning and Administration — Under One Roof
Modern Wealth Law offers comprehensive services in estate planning and estate administration. Our experience across both areas allows us to assist families through each stage of the process, from drafting an estate plan to carrying it out when the time comes.
When a loved one passes, clients continue to work with the same team that designed the plan. Our in-house administration team works directly with the attorneys who designed the estate plan, ensuring continuity and a clear understanding of the family’s goals during a difficult time.
This coordinated approach ensures that the transfer of assets is seamless, reduces the potential for disputes, avoids unnecessary tax burdens, and honors the client’s wishes as intended.
A Proven Track Record of Stewardship
Over the years, Modern Wealth Law has earned the trust of families across Southern California and beyond by helping manage and transfer more than $50 billion in assets through carefully designed estate plans and step-by-step estate administrations.
Every plan reflects the unique circumstances and priorities of the people behind it. We are committed to helping clients protect what matters most and empowering the next generation to build upon that foundation.
Plan Well. Live Well. Leave a Legacy
True generational wealth is more than just about money — it’s about values, legacy, and responsibility. At Modern Wealth Law, we believe in planning today for the peace of mind of tomorrow.
Whether starting your first estate plan or navigating the administration of a loved one’s trust, our experienced team is here to guide you every step of the way — ensuring your wealth, wisdom, and vision are preserved for generations to come.
Interested in protecting your legacy?
Schedule a confidential consultation with one of our attorneys to start building your plan for generational wealth.
