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About Bill Massarweh
Estate Attorney - Investment Advisor - Real Estate Broker - Employee Benefits Consultant

A member of the California State Bar, a registered investment advisor, and licensed California real estate broker

Key Legal Services
  • Drafting Wills and Trusts
  • Probate Cases
  • Trust Administration
  • Trust Litigation
  • Pre-Marital and Post-Marital Agreements
  • Medi-Cal Planning
  • Incorporation and Business Planning
  • Capital Gains Tax Planning
  • Estate Tax Planning
Key Investment Advisory Services
  • Fee Based Portfolio Management
  • Retirement Planning
  • Dealing with Company Retirement 401K plans
  • Charitable Planning
Key Real Estate Broker Services
  • Listings and Sale of Real Property
  • Acquiring Real Property
  • Tax Planning for Real Estate Investors








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