Law Office of James Burns
Before we draft your estate plan, we identify where it could fail. At the Law Office of James Burns in Aliso Viejo, planning begins with Risk Exposure Mapping: your family, asset ownership, decision-making authority, beneficiaries, liability and tax exposure. We then design living trusts, full trust restatements, asset-protection and business-succession plans around those findings. Documents follow the strategy. Serving Orange County, including Laguna Niguel, Mission Viejo, Dana Point, Newport Beach and Rancho Santa Margarita. Qualified foundational estate-planning briefings may be complimentary with the required form. Asset-protection, business-succession and advanced-planning consultations are billable.
Customer's reviews
We are extremely grateful for the services provided by the Law Office of James Burns. James and his team are conscientious of our needs and extremely precise with providing us with the guidance necessary to secure our family estate. From our initial conversation over the phone, our preparation session, to the final execution of the trust, we felt completely at ease knowing that we were in safe and competent hands. In addition, the finalized trust includes the guidance our trustees will need to ensure an organized, smooth, and legally protected process to manage our estate during which undoubtedly will be an emotional event in its own right. Five stars is not enough for the positive experience and attentive assistance we received. Thank you James.
~ DOCK W
First and foremost, James is a legit, Force Recon US Marine. In other words, you already know that he is "swift, silent and deadly" when dealing with your legal matters, as he was as a hard charging devil dog. James has represented me in several legal matters, and as a general rule I try and only hire former Marines. As a Marine myself, I know we have all gotten "one good deal after another" and we tend to be the only ones looking out for eachother. This guy is freakin good to go, locked on and squared away. I hope to see hi this weekend in Carlsbad at the MADD fundraiser at my booth. Semper Fi James and thanks for all you do for vets and the downtrodden who are under your protection as a member of the California State Bar and officer of the court. "Gangway, RECON Marine!"
~ Michael E
I am writing to express our sincere gratitude for the exceptional service provided by James at the Law Office of James Burns during our recent estate planning process. We were thoroughly impressed by his compassion, professionalism, approachability, organization, and overall understanding.
James expertise in developing effective advanced estate planning plans, particularly your guidance on private placement life insurance (PPLI) strategies, was invaluable. James expertly navigated us through even the most complex decisions concerning asset protection and estate tax planning.
We are very pleased with the outcome of our work together and wholeheartedly give our experience with James Burn a 5-star rating.
~ Tom K
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Watch: Risk Exposure Mapping — Planning Before Documents
Before we draft your estate plan, we identify where it could fail.
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Contact information
Phone
+1 949-305-8642
Address
6B Liberty Plaza, Suite 130
Aliso Viejo
92656
Sunday
Closed
Monday
9:00 AM - 5:00 PM
Tuesday
9:00 AM - 5:00 PM
Wednesday
9:00 AM - 5:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 1:00 PM
Saturday
Closed