Magee & Adler, APC - Long Beach, CA
Magee and Adler, APC is a premier estate planning, probate, and trust litigation law firm in Long Beach, California, providing over a century of collective experience in safeguarding family wealth, structuring complex trusts, and resolving high-stakes fiduciary disputes.
Sophisticated Estate Planning and Trust Counsel in Long Beach
Located in downtown Long Beach, Magee and Adler, APC is an established boutique law firm providing comprehensive legal guidance in estate planning, trust administration, probate, and probate litigation. Bringing over one hundred years of combined professional practice, the firm assists individuals, multigenerational families, family-owned enterprises, and corporate fiduciaries throughout Southern California. Whether a client needs to find an attorney in Long Beach to structure a foundational trust or requires an experienced trust litigation attorney for contentious courtroom proceedings, the firm delivers customized strategies to protect assets and preserve family harmony.
Comprehensive Estate and Wealth Planning
The attorneys at Magee and Adler understand that thoughtful wealth planning requires addressing complex state and federal taxation rules alongside family dynamics. Key services include:
- Wills and Living Trusts: Drafting revocable living trusts, pour-over wills, and advance healthcare directives designed to transfer property seamlessly and avoid cumbersome probate proceedings.
- Advanced Tax and Trust Structuring: Establishing irrevocable trusts, generation-skipping trusts, grantor retained annuity trusts (GRATs), spousal lifetime access trusts (SLATs), and intentionally defective grantor trusts to minimize estate and gift tax exposure.
- Powers of Attorney and Incapacity Planning: Crafting durable powers of attorney for financial management and healthcare decisions, ensuring trusted representation during unexpected medical emergencies.
- Charitable Planning and Private Foundations: Assisting philanthropic individuals and entities in structuring charitable remainder trusts, charitable lead trusts, and private family foundations.
Estate and Trust Administration and High-Stakes Litigation
When a loved one passes away or when contentious disputes arise among beneficiaries and trustees, having seasoned courtroom counsel is essential. The firm represents trustees, executors, and beneficiaries across all aspects of estate and trust administration and litigation:
- Fiduciary Representation: Guiding executors and trustees through their fiduciary obligations, accounting disclosures, property valuations, and tax compliance to prevent claims of breach of fiduciary duty.
- Contested Trust and Will Disputes: Litigating complex trust contests, undue influence claims, lack of capacity allegations, and beneficiary inheritance conflicts before California probate courts.
- Probate Code Section 850 Petitions: Aggressively handling petitions to recover misappropriated real estate and financial assets belonging to estates or trusts.
- Conservatorships: Establishing probate conservatorships to safeguard vulnerable adults and manage the financial affairs of incapacitated family members.
Business Succession and Real Estate Transactions
Magee and Adler, APC seamlessly integrates corporate counsel with estate planning for closely held and family-owned businesses. The firm advises owners on business formation, operating agreements, buy-sell contracts, and ownership succession. Additionally, the team facilitates commercial and residential real estate transactions tied to trust administration, preserving property tax bases and ensuring compliant property transfers under California law.
Personalized Advocacy and Proven Courtroom Results
Distinguished by an AV Preeminent rating from Martindale-Hubbell and consistent Super Lawyers recognitions, the attorneys at Magee and Adler, APC combine extensive courtroom trial capability with compassionate client advocacy. From advising high-net-worth families with estates exceeding one hundred million dollars to guiding individual heirs through straightforward probate administration, the firm delivers responsive and meticulous representation. If you need an attorney for estate planning or trust defense in Southern California, Magee and Adler, APC provides the enduring legal foundation necessary for lasting peace of mind.
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Location & Access
Primary Address
Located in the central corporate core of Downtown Long Beach in Long Beach, California, a short distance from the Long Beach Convention Center and local waterfront plazas.
Building Location
This is a 24-story Class B Gold LEED-certified office tower built in 1991, known as Landmark Square (often referred to as the Wells Fargo Building), located at 111 W Ocean Blvd. It stands near fine dining landmarks such as L'Opera Ristorante and Alegria.
Parking Details
Secure vehicle parking is provided within the building's connected multi-level covered parking structure offering over 1,500 spaces, with daily and hourly rates applying.
Public Transit
Served by Los Angeles County Metropolitan Transportation Authority A Line (Downtown LA); nearest stop is at Downtown Long Beach.
Accessibility / Suite Access
Enter the primary lobby of the Landmark Square tower at 111 W Ocean Blvd, pass through the main lobby security, and take the passenger elevator bank up to the 19th floor. The offices of Magee & Adler, APC are situated in Suite 1960.