Legal Disclaimer

Last updated October 4, 2026

Not a law firm

Succession Tax is not a law firm and does not provide legal advice. Its services are not legal services, and the protections of an attorney-client relationship do not apply.

Our services

Succession Tax is not a CPA firm and does not provide tax advice. Tax preparation and advice are provided by independent licensed tax professionals. Results depend on your facts.

Affiliation

Succession Tax is affiliated with Succession Legal, a California law firm. Using Succession Tax never requires hiring Succession Legal, and hiring Succession Legal never requires using Succession Tax. Any legal services are provided only by Succession Legal under its own written engagement agreement.

Not advice

Content on this website is general information. It is not legal, tax, financial, or investment advice and may not fit your situation.

No guarantee of results

Every estate is different. Examples and past results do not guarantee, warrant, or predict the outcome of your situation.

Links

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Contact

Succession Tax, 401 Wilshire Blvd., Santa Monica, CA 90401, meetings by appointment only. Phone (213) 845-0783.