Frank represents high net worth individuals and the leaders of small to mid-sized companies in the preparation of estate plans and business succession plans. He has also handled numerous complex trust administrations after the creator of the trust has passed.
Frank is also a federal and California general tax lawyer having obtained masters in taxation from New York University (LLM) and certifications from the California State Bar as a specialist in both taxation law and estate planning. To improve and maintain his tax skills, Frank has attended the prestigious USC Tax Institute for over 20 successive years. He is a well-regarded resource on tax compliance with federal estate tax, generation skipping transfer tax, gift tax, income tax, California sales and use tax and other tax issues.
He also engages in a broad-based transactional law practice, including entity formation, joint ventures, complex partnership and operating agreements (including special tax allocations), real estate purchases and sales, 1031 like-kind exchanges, residential, shopping center, business leases, asset protection planning, real estate financing and other business law matters.