ABOUT US

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Our law firm’s success depends entirely on the ability of our lawyers to anticipate, avoid and resolve legal problems for our clients on favorable terms.

SERVICES

The versatility and range of our lawyers helps us cover all the legal needs our business and family clients will ever encounter.

CONTACT US

Our belief that effective advice and positive outcomes can help resolve difficult legal matters is what gives our clients confidence.

 

 

RECENT RESULTS

$100MM

Led team in a multifaceted action to remove and surcharge co-trustees, and to invalidate several unauthorized actions, in a matter involving numerous trusts and trust-owned corporate entities with an overall value of more than $100MM.

$40MM

Obtained a defense victory for multi-national client through jury trial and subsequent appeal in a $40MM contractual dispute involving a complex commercial transaction.

$50MM

Participated in the successful defense and litigation of a $50MM lawsuit involving multiple real estate and commercial entities in a complex dispute over asset allocation and entitlement.

 

PRACTICE AREAS

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BUSINESS LAW

Our business clients have relied on us from their initial formation forward and to address the full range of their legal needs.

TRUST & ESTATES

Our efficient approach to probate matters is intended to save our clients time, money and stress with respect to the administration of trusts and estates.

LITIGATION

Our clients count on us for effective representation with an accurate assessment of costs, time frame, potential outcome and risk.

REAL ESTATE LAW

The advice of our experienced real estate attorneys is vital in transactions ranging from residential sale-by-owner deals to commercial leases.

TAX LAW

The skill and expertise of our lawyers assist clients in all aspects of tax planning, estate and gift tax returns, and tax controversy.

FAMILY LAW

The goal of our family law practice is to guide each of our clients through the often emotional and stressful process with integrity and dignity.

 

 

TESTIMONIALS

"The Heritage Law, LLP makes you feel a part of their family and are genuinely concerned about your legal matters. In my case, they explained the issue, devised a roadmap and we went from there.”

- Pablo G.

"We were referred to the Heritage Law, LLP by a very well respected business associate. After using the services of two other law firms, who basically told us we had no case, we found that the third time is a charm, as they say.”

- Lisa C.

"I feel this firm has my best interest at heart, always available to answer all my questions and responding promptly. I would definitely recommend using this firm for future endeavors regarding legal advice.”

- Desiree C.

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CASE INFORMATION

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Brief description of your legal issue

Heritage Law, LLP was founded for one simple reason: to serve you, purposefully and with integrity. Everything we do is based on our desire to provide our clients with the most efficient and effective service possible; making your needs and objectives our top priority.

We know that legal issues can be stressful and overwhelming, and that for many clients this may be the one and only time you ever need a lawyer. We know this may be the single most important issue in your life right now, and we treat every client’s case accordingly. We will guide you and walk with you from start to finish, making sure you are informed and protected every step along the way. We understand your concerns and make them our own.

When you hire us, you get us. We believe in making ourselves available for you and, if we miss your call, we will always call you back. We recognize what so many law firms seem to overlook: that if clients cannot trust you with the little things, they will never trust you with things that matter to them. We are not just a law firm, we are a relationship.

At Heritage Law, LLP, our purpose is YOU.

OUR COMMITMENT TO YOU: Reliable and Responsive Representation with Purpose and Integrity

The success we achieve for our clients depends entirely on the ability of our lawyers to anticipate, avoid, and resolve legal problems for our client’s businesses and families. Our approach to client service is based on the belief that effective advice and positive outcomes will keep our clients coming back to us for future guidance and services. And we pride ourselves on the long lasting relationships we have with our clients, and the confi- dence they have in what we do.

The versatility of our lawyers allows us to handle the most if not all of the myriad of legal needs that our business and family clients will ever encounter. Our firm’s mix of transactional and trial skills means that your litigation risk will be fully considered on the front end of every deal, and that any resulting dispute will be handled with an eye toward a negotiated settlement whenever one can be achieved on favorable terms. And, in those cases where settlement cannot be reached, we are always ready and able to carry the matter through trial on your behalf.

We do not limit ourselves to what “everyone else is doing,” and instead, utilize efficient and often creative approaches to bring about the prompt resolution to even the most difficult legal problems. To learn how our experience can benefit you, contact us at (949) 382-6400 for a consultation.