About Us
Alexander & Associates Legal Services
Located in San Diego, California, Alexander & Associates was founded to provide superior wealth and legal services for both individuals and businesses. Our practice is focused on estate planning, estate administration, probate, and business planning. The hallmarks of Alexander & Associates include a higher standard of integrity, professionalism, and a client-centered approach.
About the Team and Legal Services
Attorney Brian D. Alexander is the founder and president of Alexander & Associates. With over 20 years of specialized education, we provide clients with expert counseling on taxation, estate planning & administration, probate and litigation, and all forms of business transactions. Alexander & Associates has the knowledge and experience to custom tailor solutions for all personal and business needs. Our team consists of paralegals, lawyers and is affiliated with California Tax Professionals, LLC.
Why Clients use Alexander & Associates
A high level of integrity compounded with cash favorable & practical solutions is Alexanders & Alexander’s hallmark. The attorneys at Alexander & Associates prepare trusts and wills according to client wishes and use legal strategies to preserve wealth, avoid probate and unnecessary taxes while maintaining compliance with the IRS tax code. Post-death estate administration can be a complex process made simple by our team. The team at Alexander & Associates counsels executors, trustees, and beneficiaries in court-supervised probate proceedings prepares estate tax returns and advises clients on an integral approach to wealth management to ensure a lifelong plan for wealth building and estate planning for generations.
Businesses use Alexander & Associates because they can rely on the depth of knowledge our team has regarding tax consequences and liability issues that can directly affect both personal and business assets. We defend, audit, and resolve adverse IRS and court rulings. Alexander & Associates also assists clients in choosing the appropriate business entities, such as partnerships or corporations. The team at Alexander & Associates provides ongoing client education for compliance with state and federal requirements.
“When our son was born my wife and I knew we needed to have an estate plan in place. Brian provided expert counsel to help us identify the important decision points and offered crucial guidance to make the difficult conversations much easier to get through. The subject matter is tough, but Brian provided a structured approach that ensured all of our bases were covered. He helped us through the process quickly to assemble a comprehensive plan that will be adaptable as our family grows and needs evolve over time. His personal attention and sincere concern for our needs was evident every step of the way. I would strongly recommend him to anyone who needs planning assistance in the future, whether putting a plan together for the first time, or auditing and updating an existing plan.”