California
Japanese;
Mandarin;
Taiwanese
200 Spectrum Center Drive, Suite 1650, Irvine, CA 92618
949.346.8399
619.788.5566
Charles provides tax and estate planning counseling to high net-worth clients including business owners, C-suite executives, and investors in real estate, and is the leader of Procopio’s Trusts and Estates practice. Providing outside general counsel services for many clients, much of his work includes entity formation and structuring and property tax reassessment issues. Charles focuses on all aspects of income, capital gains, gift, and estate tax planning, wealth and business succession planning, charitable planning, trust tax planning, and trust and probate administration. He advises cross-border and multi-national individuals and families on a number of international tax and estate planning issues, including, but not limited to, pre-immigration tax planning, expatriation, and investments in U.S. property. He speaks Mandarin, Japanese, and Taiwanese at fluid conversational levels.