2002 – Asset Protection for a man with civil suit and over $12,000,000 in real estate and a business worth $5,000,000 received a $5.6 million dollar judgment. All the real estate was removed from the settlement and client paid an installment settlement out of his distributions from his company at $2,500,00. Without planning all of his real estate which was free and clear would have been sold off to satisfy the judgment.
$5,000,000 settled (undisclosed but significantly lower)
February 2025
With a $30M estate, we needed expert tax planning. James Burns implemented advanced estate tax elimination strategies that protected our wealth for future generations while significantly reducing our tax exposure. His expertise in high-net-worth estate planning is unmatched Read On
February 2025
James Burns Law specializes in advanced estate and tax planning for high-net-worth individuals with significant real estate holdings in Orange County. Through strategic trust structures, Private Placement Life Insurance (PPLI), and business entity planning, James reduced our tax exposure and saved us over $5M in potential estate taxes. His innovative wealth preservation strategies ensure long-term asset protection and tax efficiency Read On
January 2025
The Law Office of James Burns provided expert estate planning in Aliso Viejo, creating a comprehensive living trust that protected our $3.2M estate and secured our children’s future. His seamless process and asset protection strategies gave us priceless peace of mind. Highly recommended for busy professionals seeking wealth preservation and trust planning. Read On
We help people keep what they’ve worked for and some of our cases have gone to battle leaving clients in a better position they would have been in had they not planned as we suggested. Read On
Lawsuit against prominent attorney for twenty million dollars ends up in settlement for a hundred and fifty thousand dollars due to inability to collect against other assets. Read On
Asset Protection can help avoid complete loss but has to be a part of proactive planning before a problem occurs. In the same way you buy auto insurance before an accident, asset protection has to be considered while operating a business. Read On
May 2019
Alice – RIP She was a proud home owner in Los Angeles in her eighties (80). Alice never heard she should put her home in a Living Trust. She passed away without a Living Trust and Her estate went through Probate Court for nearly 2 years just to transfer title of her home to her one and only son... Read On
March 2021
We help families keep their affairs out of the court system and can typically take that family from at high risk to safe in about 2 to 3 weeks. We had a couple come in and they owned 2 pieces of real estate. These two properties were at risk of going to Probate and the spouse was not on title in... Read On