Duncan Law | Duncan Tax
Legal Services - , California, United States
Duncan Law | Duncan Tax Employees
Duncan Law | Duncan Tax Details
Duncan Law serves both US and International clients to provide innovative strategies and quality legal services to create an Asset Protection Fortress, Advanced Estate Plan, and Minimize Tax. We serve Portfolio Real Estate Owners, Medical Professionals (MD/DDS), Farmers and Ranchers, Executives, businesses ($30M and below) Attorneys, and High Net Worth Families.We work alongside our clients for effective diagnosis, strategy and tax planning. We design and determine what the tax will be each year in a proactive manner to optimize income, and minimize income taxes by marshaling appropriate assets to preserve wealth for our clients. We apply this process to Trusts, Estates, Business Entities, and Individual Taxation.Our first • Asset Protection Client's (High-Tech Entrepreneur) net estate exceeded $100M• Irrevocable Trust IRS examination (first successful) - 1983• Presidential/IRS Appeal (President Ronald Reagan) widow failed 1031 exchange• Defect in Title case won - Probate Court Ventura County - 1988• IRS Qualified Plan submission - 1988• Planned Giving Client Pepperdine - 1988• Private Letter Ruling request was granted - 2009• Rabi/Secular/Rabicular Trust - 1996• Incorporation (1996) AdForce (NASDAQ:ADFC) went IPO - 1999• IPO closed above $60 opening day and taken private > $1.4B• Lease Buy-Out negotiation > $32M• Intentional Built-In Gain S election > $9M tax savings• Recession (2009) bank financing > $8M• IRS tax assessment appeal from $13M to $1.08M
Duncan Law | Duncan Tax Technologies
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