Every person and family is unique, and we emphasize that effective planning must also be unique. Effective planning can be achieved only by listening first to our clients. What does our client want to achieve? Through effective proactive listening, we will design a uniquely customized estate plan that will accomplish the goals and meet the needs of our client and his or her loved ones. In this way, our client is afforded a customized estate and asset protection plan that blends every facet of his or her financial life with focused consideration of the individualized concerns of the family.
With more than 40 years of practical experience, we recognize that the best planning is done through an approach in which our client plays an active and integral part. That commitment is at the foundation of our success in helping thousands of families over the years.
Attorney Alan Eber is licensed to practice law by the States of California and New York and is admitted to practice before the U.S. Tax Court. He is a pioneer in the asset protection field, author of the Law Book Asset Protection Strategies and Forms and highly sought after speaker on estate and asset protection planning. His article "The Asset Protection Strategist" has become a classic for both the lay and professional reader.
His eight hour asset protection course was introduced to the Education Foundation of the California Society of Certified Public Accountants (“Foundation”) in 1994 and was sponsored by them for presentation to their members over 45 times in the following four taught over 125 times for professional groups around the country and internationally.
Attorney Eber practices law in the fields of foreign and domestic asset protection and estate planning, trusts, practice and business structuring, and wealth strategies. Since 1974 Mr. Eber has assisted clients in establishing a wide variety of asset protection and wealth preservation structures.
Mr. Eber received his Juris Doctorate from the State University of New York in 1968, his Master of Law in Taxation (LL.M.) from New York University and studied international taxation at the University of Brussels. He is admitted to the state bars of New York and California. He is an active member of WealthCounsel, LLC, a national organization of estate planning attorneys