A significant focus of our practice is advising individuals on sophisticated tax and wealth transfer issues. We also counsel our clients on related wealth planning issues including wealth management and preservation, trust and estate administration, philanthropic planning, foundation management, business succession planning, marital agreement planning, and family office management.
Whether assisting our clients in designing their wealth transfer plan, minimizing the impact of taxes, or fulfilling their fiduciary obligations, our core strength is in providing innovative planning strategies and practical, well-integrated solutions.
Aguirre Riley Honored with Top Accolades
We are thrilled to announce that all three partners at Aguirre Riley have been recognized in The Best Lawyers in America® for 2025. Additionally, our firm has earned the distinction of being named among the Best Law Firms® in the Trusts and Estates category for 2025.
Our Practice Areas
Private Client, Wealth Transfer and Estate Planning
Gift, estate, and generation-skipping transfer tax planning
Irrevocable trusts, including intentionally defective irrevocable trusts (IDITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and irrevocable life insurance trusts (ILITs)
Dynasty trusts
Values-based trusts
Community and marital property planning
Wills and revocable trusts
Powers of attorney and living wills
Asset titling and customized beneficiary designations
Wealth Management Planning
Legal and tax services
Legal aspects of investment services
Full integration of Wealth Transfer Plans with other advisors
Information flow across multiple family entities
Legal Tax Solutions
Tax disputes
Tax planning of mergers and acquisitions
Employment related taxes and benefits
State and local tax matters
Business Succession Planning
Family limited partnerships and limited liability companies
Buy-sell agreements
Business succession trusts