Allebest & Associates

(949) 454-1774 - Phone
(949) 454-2550 - Fax

OUR LEGAL SERVICES

There are over 300 different areas of practice in the law. We specialize in those having to do with your wealth.

WEALTH CREATION

Business Law and Real Estate

We help clients Create their Wealth from concept and planning, to selecting and creating the proper business entity; from resolving problems and drafting agreements of any complexity, through every level of domestic and international expansion, to final succession or liquidation planning.

WEALTH PRESERVATION

Asset Protection Planning and Debt Relief

We help clients Preserve their Wealth by creating tax-favored strategies; asset protection vehicles to preserve lifestyle and to protect against creditors and government reaching assets; and debt relief procedures.

WEALTH UTILIZATION

Resource Strategies and Retirement Planning

We help clients Utilize their Wealth by maximizing their resources for education funding for children and grandchildren; for retirement income planning; and for senior planning, including health care powers of attorney.

WEALTH TRANSFER

Business Continuation and Estate Planning

We help clients Transfer their Wealth through exit, transfer and business continuation planning; buy-sell agreements for planned business succession; estate tax and inheritance tax planning; and wealth transfer programs.

WEALTH IMPACT

Charitable Strategies and Legacy Planning

We help clients create Impact with their Wealth through lifetime and charitable gifting; legacy and philanthropic planning; and multigenerational planning.

LARGE LAW FIRMS

  • YOU MUST USE THEIR ATTORNEYS.

    Large law firms typically can’t partner on projects with attorneys outside of the firm. Large overhead requires that all revenues stay in-house. So you’re stuck with the attorneys they’ve got, even if they are mediocre, or incompetent. They are on payroll year round, so they have to use them.

  • YOUR PROJECT GETS SHOVED DOWN THE CHAIN.

    The Senior Partner you meet and greet typically doesn’t do the law work. He’s the rainmaker. For economic reasons your project is passed down the chain to underlings. As a result, the person you think you hired, isn’t doing the work. Some rookie is.

  • YOU GET MEDIOCRE WORK PRODUCT.

    Not only are inexperienced rookies doing the work, but attitude also affects work product. Complacency produces mediocrity. The big firms tend to rest on their reputation.

  • YOU PAY TOO MUCH FOR IT.

    Large law firms have horrendous over-head, so they have to charge horrendous legal fees to pay for it. You are paying exorbitant rates for their high-rise real estate, for work product no better than virtually any small firm can produce. Their fees are so large they won’t tell you in advance. They size you up first, and charge what they think you can afford.

OUR FIRM

  • WE PARTNER WITH THE VERY BEST.

    We have a team of the best minds and most capable people in the legal field. But we aren’t limited to staying within the firm. If your matter warrants it, we hand- pick top talent from around the country, to partner with us on your project. These outside experts are not on our payroll year round, so we can pick who we want and use them when we want.

  • WHO YOU SEE, IS WHO YOU GET.

    Our firm is small enough that you get the best. We don’t pass the work off to someone else.

  • YOU GET BETTER WORK PRODUCT.

    We recognize that quality work product and quality of out-come is what matters most. We have to prove our worth to compete with the Goliaths out there. They don’t think they have too. That attitude makes all the difference. We know we produce better quality work product than the large firms, because we are always comparing the two.

  • YOU PAY LESS FOR IT.

    Even though we have better work product than most of the large firms, we don’t have their overhead, so we don’t have to charge what they do. That’s part of our draw. You get more, and pay less. We are so confident that we have the best pricing, that we publish our fees up front.


WHAT WE DO FOR BROKERS

We appreciate your referrals and respect your relationship with your clients. Because our clients are already associated with the professionals who referred them to us, we aren’t able to refer their clients to you. Instead, we provide the following services to compensate you for trusting us with your clients:

A. CASE ANALYSIS & RECOMMENDATIONS

We will help you analyze your client’s assets, problems and needs, and make recommendations for you to discuss with your clients.

B. EXPLANATIONS OF LAW

We will explain unique and complex areas of the law, pending legislation and available legal options – in understandable terms. If you have a question or problem, just give us a call.

C. LEGAL RESEARCH

If your question or problem requires legal research, we can either do the research for you or get you to the right resources.

D. TEAM APPROACH

We don’t compete for client control or disparage your products or services. We are team players and work well in a group effort, with accountants, life underwriters, financial consultants and bankers, to meet your client’s needs.

E. SEMINARS & SPEAKING ENGAGEMENTS

To help you in your marketing efforts, we can provide you with informative, interesting, and entertaining seminars, or speak at your client functions, all at no cost to you.

F. CONTINUING EDUCATION TRAINING

We can help you keep your skills sharp and up-to-date through continuing education seminars.

G. DISCOUNTED LEGAL SERVICES FOR YOU

As a further token of gratitude for your referrals, we will provide you and your family with discounted legal services within our areas of specialty: estate planning, business planning, asset protection, and charitable planning.

H. REFERRALS TO OTHER PROFESSIONALS

We have relationships with a wide variety of professionals. If you or your clients need help in areas we don’t service (eg. family law, accounting, etc.) we can put you in touch with the right people.

I. free DOCUMENT REVIEW

We review client documents prepared by other legal professionals and explain the legal terms and conditions of the documents reviewed.

J. free INITIAL CLIENT MEETING

We provide a complimentary initial meeting with your clients to analyze their particular needs.

K. QUICK ACCESS & RETURN CALLS

We go out of our way to keep you regularly informed and updated, and to promptly respond to your phone calls and correspondence.

L. UNSURPASED CLIENT SERVICE

Attorneys differ widely in the quality of their service and in the quality of their work product. We are confident you will find our client service and work product unsurpassed.

WHAT WE DO FOR CLIENTS

We live in a complicated era. Our laws seem unintelligible, our court system unresponsive, and our government out of control. We help clients weave their way through this maze by providing the following:

A. free INITIAL MEETING

We provide a complimentary initial meeting to analyze clients’ needs. We want clients to get a proper overview of the law and available planning tools. So we orient, explain and educate based on the particular needs of each client.

B. free DOCUMENT REVIEW

We review client documents prepared by other legal professionals and explain the legal terms and conditions of the documents reviewed.

C. UNDERSTANDABLE EXPLANATIONS

Many attorneys use double talk to keep an intimidating, mystical distance between themselves and their clients. We want clients to understand, so we spend the time needed to give them as much information as they want ...in understandable layman’s language.

D. DECISION-PRODUCING ADVICE

Many attorneys think in terms of litigation rather than prevention, and fail to help their clients plan ahead. We help clients work through a decision-making process to arrive at appropriate goals and action-oriented plans to meet those goals.

E. TOP QUALITY WORK PRODUCT

Attorneys vary greatly in the quality of their work product, and some attorneys just can’t seem to get their work out. We keep up-to-date on the law and provide comprehensive, understandable, top-quality documents. We also provide detailed explanations, checklists, supplementary documents and conscientious follow-through.

F. PROMPT DOCUMENT TURNAROUND

We work to have client’s documents completed within one week, faster when necessary, at competitive fees.

G. free PHONE CALLS & PHOTOCOPIES

We provide courtesy phone calls to respond to questions clients may have and are always willing to provide free photocopies of our documents as an additional courtesy to clients.

H. QUICK ACCESS & RETURN CALLS

Some attorneys never seem to return phone calls, and never explain what they are doing to generate the bills they send out to the client. We go out of our way to keep clients informed and updated, and to promptly respond to phone calls and correspondence.

I. HOUSE CALLS

We make “house calls” frequently because we recognize that many businessmen can’t afford to leave their offices during business hours.

J. ASSOCIATION WITH TOP PROFESSIONALS

We have relationships with the best professionals in the country. When needed, we collaborate. As a result, we can handle every possible problem. No case is too large, too difficult or too unique.


BIOGRAPHY

EDWARD F. ALLEBEST

EDWARD F. ALLEBEST, founder of the Laguna Hills, California law firm of Allebest & Associates, specializing in Tax Planning, Business and Estate Planning, Charitable Planning and Asset Protection. Born Haarlem, Netherlands. Admitted to the California bar; Utah bar; U.S. District Courts of California and Utah; and the U.S. Tax Court. Certified as a Legal Specialist by the California Board of Legal Specialization of the State Bar of California.

EDUCATION:

Bachelor of Arts degree, cum laude, in Mass Communications from Brigham Young University (Journalism).

Master of Business Administration degree (MBA) in Finance from California State University, San Bernardino. Post Graduate Certificate in Strategic Planning.

Juris Doctorate degree from George Washington University, Washington D.C., with Tax emphasis.

Phi Kappa Phi, National Honor Society; Phi Delta Phi, International Legal Society; Kappa Tau Alpha, National Journalism Honor Society.

Certified Legal Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization of the State Bar of California.

EDITOR:

Past Editor: Journal of International Law and Economics, Washington, D.C.; Past Editor: The Eagles Eye.

AUTHOR:

"Charitable, Religious, Scientific, Literary and Educational Organizations", Tax Exempt Organizations and Private Foundations, Federal Tax Services, Published by Matthew Bender; plus articles on business and taxation topics.

LECTURER/INSTRUCTOR:

During the past 30 years taught courses and lectured for Universities, Professional Associations, Non-Profit Institutions and professional conferences and conventions on a wide variety of subjects, including: Finance and Financial Planning; Business Transactions; Business Formations & Planning; Estate Planning; Tax Reform Acts; Asset Protection Planning; etc.

PAST PROFESSIONAL EXPERIENCE:

Member of the law firm of Freeman, Freeman & Smiley, Los Angeles, California; prior thereto took a 2 year assignment as President & CEO of ISG, a software distribution Company, Irvine, California; prior thereto, a member of the law firm of Allebest, Kellen & Carter.

PROFESSIONAL MEMBERSHIPS (Past & Present):

Los Angeles County Bar Association (Taxation & Trust Sections); Orange County Bar Association; American Bar Association (Taxation Section); State Bar of California (Tax Section); State Bar of Utah (Probate & Estate Planning Section.) Member, Southern California Planned Giving Roundtable; etc.

PHILANTHROPIC POSITIONS (Past & Present):

Past Chairman of the board, Deseret Youth Centers (a non-profit corporation of state-licensed facilities for troubled children). Past President, Hispanic Education Foundation (a non-profit corporation providing scholarships to Hispanic students); Member, National Board of Advisors, Southern Virginia University; Member, National Board of Advisors, School of Business, Utah Valley University; Board member and officer, Howard W. Hunter Foundation, at Claremont Graduate University; President and Chairman of the Board, Protect Kids Foundation; President, Major Howard Egan Family Foundation.

Call today for a free, no obligation analysis of your situation:
(949) 454-1774 or