Garrett Carchidi LLP

- 1101 Dove St # 100, Newport Beach, CA 92660

Introduction / Overview

For individuals and families in California, managing your estate, planning for the future, and navigating complex tax laws are among the most important decisions you will make. It requires a lawyer with not only extensive knowledge but also a deep understanding of your unique circumstances and goals. Garrett Carchidi LLP, a distinguished law firm in Newport Beach, is dedicated to providing just that kind of specialized and personalized legal counsel. With a focus on trusts and estates, taxation, and business planning, the firm has been a trusted resource in the Orange County community since its establishment in 1980. The firm’s attorneys, Thomas B. Garrett and Jeff G. Carchidi, are certified specialists in Estate Planning, Trust & Probate Law by the State Bar of California, a designation that signifies a high level of expertise and experience in the field. This specialization allows them to offer sophisticated and highly effective solutions for high-net-worth individuals and their families. The firm is not just about creating legal documents; it's about providing peace of mind and building a robust plan that can stand the test of time. Their proactive approach helps clients address and resolve potential disputes before they ever reach the courtroom, a testament to their foresight and deep understanding of the legal landscape. Whether you are looking to create a will or trust, navigate the complexities of probate, or resolve a dispute, Garrett Carchidi LLP provides the expertise and dedication you need to secure your legacy.

Location and Accessibility

Garrett Carchidi LLP is conveniently situated in the vibrant city of Newport Beach, California, making their office easily accessible to clients from across the region. The firm is located at 1101 Dove St #100, Newport Beach, CA 92660, USA. Recognizing the importance of a comfortable and accessible experience for all clients, the office is equipped with a range of features to ensure a seamless visit. The building provides a wheelchair-accessible entrance, making it easy for individuals with mobility challenges to enter the premises. For those arriving by car, a wheelchair-accessible parking lot is available, simplifying the process of getting to and from the office. Furthermore, the firm has a wheelchair-accessible restroom, ensuring a fully accommodating environment. As the firm prioritizes providing dedicated and focused attention to each client, appointments are recommended. Scheduling in advance allows their team to prepare for your consultation and to give you the time and space needed to discuss your legal matters in detail. The combination of a central location and thoughtful accessibility measures reflects their professional and client-centered approach, ensuring a positive and stress-free experience from the moment you consider their services.

Services Offered

• Estate Planning: The firm specializes in comprehensive estate planning, including the use of wills, revocable and irrevocable trusts, and durable powers of attorney. They assist clients in creating tailored plans to manage and distribute their assets effectively.
• Trust & Probate Administration: Providing expert guidance to individual and corporate trustees in all aspects of administering trusts and decedents’ estates, including accounting and legal compliance.
• Trust & Probate Litigation: Representing clients in all stages of disputes related to wills and trusts, including will contests, fiduciary accounting and surcharge actions, and creditor claims.
• Tax Planning & Returns: Offering strategic tax planning, including planning for charitable gifts and the preparation of complex gift and estate tax returns, to minimize tax liability for high-net-worth individuals and their families.
• Business Planning: Providing legal counsel on a variety of business matters, including the formation of family limited liability entities.
• Alternative Dispute Resolution (ADR): The firm has a strong focus on resolving disputes through methods like mediation and negotiation, helping to avoid lengthy and costly court battles.

Features / Highlights

• Certified Legal Specialists: Both Thomas B. Garrett and Jeff G. Carchidi are certified by the State Bar of California as specialists in Estate Planning, Trust & Probate Law. This distinction highlights their advanced knowledge, experience, and proficiency in this specialized field.
• Decades of Experience: The firm has been practicing law for over 40 years, with a deep-rooted history in the Orange County community. This extensive experience translates into a wealth of knowledge and a proven track record of successful outcomes for their clients.
• Integrated Approach: The firm’s expertise in trusts, estates, and taxation allows them to provide a comprehensive legal strategy that addresses all facets of a client's financial and personal situation.
• Proactive Dispute Resolution: The firm is known for its ability to foresee potential issues and resolve disputes before they escalate to trial. This focus on alternative dispute resolution saves clients time, money, and emotional stress.
• Expert Testimony: The firm’s attorneys are frequently called upon to testify as experts in depositions and trials on a wide range of estate planning, tax, and trust administration issues, demonstrating their high standing and recognized authority in the field.
• Client-Centered Communication: The firm believes in clear, honest communication, ensuring that clients are well-informed and comfortable throughout the legal process.

Contact Information

For those in California who are ready to secure their financial future or need assistance with a trust or probate matter, Garrett Carchidi LLP is available for a consultation. They are committed to providing expert legal counsel and personalized attention. To learn more about their services or to schedule an appointment, you can reach out directly. The firm is located at:

Garrett Carchidi LLP
1101 Dove St #100
Newport Beach, CA 92660, USA

You can contact their office by phone at (949) 833-1066. For mobile phone contact, the number is +1 949-833-1066. As appointments are recommended, it is best to call ahead to ensure that you can secure a dedicated time slot to discuss your unique legal needs. The professional and knowledgeable team is prepared to assist you with scheduling and to answer any initial questions you may have. Taking the first step towards sound legal planning is a call away, and Garrett Carchidi LLP is ready to help you navigate your journey with confidence.

What is worth choosing

In the specialized fields of estate planning and trust law, having an attorney who is not just competent but truly an expert is non-negotiable. What makes Garrett Carchidi LLP a superior choice for Californians is their certified legal specialization, which sets them apart from the competition. Both Thomas B. Garrett and Jeff G. Carchidi have been recognized by the State Bar of California for their proficiency in Estate Planning, Trust & Probate Law. This is not a self-proclaimed title but an official designation that speaks to their rigorous training, experience, and reputation in the legal community. This deep-seated expertise is critical for high-net-worth individuals and families who require sophisticated planning to manage complex assets and minimize tax burdens. The firm’s long history, dating back to 1980, also provides an assurance of stability and a wealth of institutional knowledge that is invaluable in navigating legal challenges. They are not merely reactive in their approach; they are proactive planners who help clients avoid future litigation. Their skill in alternative dispute resolution means that they can often resolve conflicts efficiently and discreetly, protecting both your assets and your relationships. Furthermore, the fact that their attorneys are frequently called upon to provide expert testimony underscores their authority and respected standing in the legal field. For anyone seeking legal counsel for their most important financial and personal matters, choosing a firm with such a high level of certified expertise and a proven track record is the smartest decision you can make. Garrett Carchidi LLP offers not just legal services, but a trusted partnership to ensure your legacy is protected for generations to come.

Garrett Carchidi LLP

1101 Dove St # 100, Newport Beach, CA 92660, USA