ESTATE PLANNING AND PROBATE
Barry A. Yoch provides individual clients with many estate planning options, including revocable “living” trusts, insurance trusts, qualified personal residence trusts, intentionally defective irrevocable trusts, grantor retained income trusts, charitable trusts, family partnerships, durable powers of attorney, “pour-over” wills and community property agreements. We also handle many estates and guardianships and contested trust proceedings, including representation of these entities in probate court and before taxing authorities.
Barry A. Yoch is a senior partner of Case Knowlson LLP and has been an estate planning, probate and trust lawyer for 29 years. He became a certified specialist in these areas in 1998 pursuant to an examination administered by the State Bar Board of Legal Specialization and recommendations by fellow attorneys. Mr. Yoch represents clients in both large and small estates and trusts and seeks to reduce or eliminate estate taxes and transfer costs by utilizing the most recently accepted estate and trust strategies. He also appears frequently in various probate courts throughout southern California when necessary to diligently represent his clients. Mr. Yoch also represents small business and corporate clients and handles real estate matters and tax controversies.
ABOUT CASE KNOWLSON LLP
In 1986, the founding partners of Case Knowlson LLP left the nationally prominent firm of Wyman, Bautzer, Rothman, Kuchel & Silbert to form a business law firm designed to meet the needs of corporate clients at reasonable prices. Since then, the firm has prospered by providing its clients with quality work, direct partner contact and reasonable billing. Members of the firm have strong academic backgrounds and substantial experience primarily at major Los Angeles firms. The firm has no associates, and each partner takes direct responsibility for the servicing of client matters. There are no teams of lawyers assigned to one matter, no associates to train at the client’s expense, and no layers of attorney review delaying the preparation and delivery of work product to the client. In essence, the firm provides big firm talent with small-firm accessibility.
Early on the firm was recognized by The American Lawyer as one of the best law firms in the country, based on a survey of over 400 corporate clients. The survey underscored the reasons why traditional larger firms were losing the confidence of their clients and why smaller, local firms were mounting an effective competition for sophisticated legal work: “Clients want – and too often are not getting – responsiveness, clear communication, direct partner contact, lean teams of outside lawyers, and value for their money.” At Case Knowlson LLP, these are the fundamental tenets upon which the firm was founded, and for over 25 years the firm has successfully put this approach into practice.
ESTATE PLANNING
TRUSTS
PROBATE
ASSET PROTECTION