Areas We Serve
The Law Office of James Burns is based in Aliso Viejo, California, and serves clients throughout Orange County and across California in estate planning and living trusts, asset protection, trust administration, probate avoidance, Prop 19 planning, and wealth transfer planning.
We frequently work with clients in communities throughout Orange County, including Aliso Viejo, Irvine, Newport Beach, Laguna Beach, Laguna Niguel, Dana Point, San Clemente, Mission Viejo, Lake Forest, Rancho Santa Margarita, Costa Mesa, Huntington Beach, Fullerton, Anaheim, Orange, Tustin, Yorba Linda, Brea, Fountain Valley, Garden Grove, Westminster, Seal Beach, and surrounding areas.
We also assist California clients from Northern California to San Diego, including families, business owners, real estate investors, professionals, and high-net-worth individuals with California-based planning needs. Initial planning meetings are ordinarily held in our Aliso Viejo office. Remote meeting eligibility is determined under the firm's current intake policy; an online inquiry does not guarantee a remote appointment.
We also work with clients who live outside California or outside the United States when their estate planning involves California property, California beneficiaries, California trusts, California probate issues, or California asset protection concerns.
Our focus is not geography alone. Our focus is helping clients identify risk, design control architecture, coordinate assets, and build estate plans intended to function under real-world pressure.
Visit our Aliso Viejo office
Law Office of James Burns
6B Liberty, Suite 130
Aliso Viejo, CA 92656
(949) 305-8642
View our office location and map. Meetings are by appointment.
Coordinate family and business wealth
Review business succession, California Private Retirement Plans, and Private Placement Life Insurance as appropriate to the family's ownership, retirement purpose, eligibility, and tax circumstances.
Begin with Risk Exposure Mapping and a Situation Readiness Briefing so we can examine the circumstances before recommending documents, structures, or a scope of work.