Gordon A. Schaller

Mr. Schaller is a prominent tax and estate planning attorney in Southern California who has been in practice for over 30 years. Gordon focuses his practice on tax, estate planning, business succession, charitable and wealth management services and trust and estate litigation. He has represented individuals, family offices, and numerous public and private charitable organizations. Gordon provides creative solutions for tax, charitable, business succession and family issues. He is experienced in the use of captive insurance companies. He is well known throughout the country for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Gordon is a Fellow in the American College of Trust and Estate Counsel (ACTEC).

• Wealth transfer planning integrating innovative financial, estate and tax structures
• Creation and implementation of numerous tax advantaged strategies to facilitate diversification of concentrated wealth
• Advisor to numerous financial service, investment and insurance firms in creating innovative client and industry strategies
• Use of captive insurance structures for uninsured risks combined with related estate planning and business succession planning
• Creation of business process and technology solutions to aggregate and integrate client financial, estate, tax and investment information
• Advising founders of numerous public and private companies on estate planning, business succession planning, financial and liquidity planning
• Represented multiple generations of family members who own major real estate and other business interests on all aspects of ownership, operation and disposition