Area of Practice:
Business/Corporate, Estate Planning/Wills/Trusts, Home Owners Assn., IRS/Tax, Real Estate/Land Use/Environment, Social Security, Trust/Estate Litigation
Stutzman & Klotz
7560 University Avenue, Suite B
La Mesa, CA 91942
Email: Randall_Klotz [at] yahoo.com
Experienced Corporate, Business, Real Estate, Land Use, Environmental, Estate Planning, Planned Giving, and Development Counsel, representing nonprofits, foundations, and high net worth families, with focus on development, subdivision, family business, trusts & estate planning, planned giving, real estate, business succession, and overall wealth management.
Accomplished Virtual Corporate Counsel, with focus on advice to family CEO’s and directors, entity formation, employee issues, insurance, real estate, and wealth management. Superior knowledge in all areas of estate and financial planning, fiduciary administration, business succession planning, investment management, income and estate taxes, and regulatory requirements and compliance. Extensive background in the legal review and analysis of trust documents, risk management, trust litigation, and real estate asset management. Worked with several top-tier financial institutions and a national law firm. Licensed CA attorney with highest national attorney rating (AV-Preeminent 5.0 Rating – see Martindale.com) and CA real estate broker.