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Areas of Practice and
Mission and Values Statements
At Calone Law Group, LLP, our practice is
concentrated in the following areas of law: (1) Tax Planning;
(2) Estate and Wealth Management Planning; (3) Business and
Commercial Transactions (Corporate, Partnership, LLCs); (4) Post
Mortem Estate and Trust Administration; (5) Real Estate Law; (6)
Trust and Estate Litigation; (7) Tax Litigation (and
Controversies); (8) Family Law; and (9) Elder Law (Medi-Cal
Planning). All of these areas of the law involve complex and
interrelated legal and tax issues which require extensive
knowledge, sophistication and experience to achieve superior
results.
GENERAL MISSION STATEMENT
Our Mission: Our mission is to
be a trusted legal and tax advisor to our clients in our areas
of practice. Our aim is to provide high quality legal services
designed to meet their personal and business planning
objectives. We will work aggressively to design and implement
strategies which provide a solid legal framework for building,
managing, protecting and distributing wealth.
Our Strength: Our competitive strength will
continue to be our in-depth knowledge of the tax laws and the
ability to guide our clients through the complex requirements of
the Federal and State taxing authorities.
Adding Value: We plan to fulfill our mission by
designing and implementing legal solutions which help our
clients achieve their personal and business objectives. We will
work aggressively to add value to our client’s financial success
by presenting strategies designed to reduce their personal and
business tax liabilities. We will work zealously to help our
clients preserve the value of their assets by giving advise
about the tools and techniques which can be used to reduce
client exposure to risks such as those presented by litigation
judgments and creditors. We will work diligently to achieve a
high level of client satisfaction by being responsive to our
client’s needs and concerns and by being highly capable of
providing legal services which achieve the desired results.
Finally, we will provide the level of advanced knowledge and
sophistication necessary to do the job right.
SPECIFIC MISSION STATEMENTS
A. Mission Statement -- Estate
and Wealth Management Planning
Our Mission in the Estate and
Wealth Management Planning area of our practice is to be a
trusted legal advisor to our clients in order to: (1)
provide counsel on the tax and legal issues related to the
accumulation, management, preservation and distribution of
family wealth; (2) assist clients with the development of an
estate plan which is tailored to their values and the
dynamics of their families; and (3) reduce the tax and
non-tax costs associated with poorly designed estate
planning documents.
THE CALONE LAW GROUP’S
STATEMENT OF PROFESSIONAL VALUES
First, we take our
responsibilities to our clients very seriously.
We value the opportunities brought to us by our clients who
entrust us with their legal and tax matters. We will act aggressively to assist our clients with their legal
needs. We will work zealously to provide consistent,
high quality legal and tax planning services. We will
work diligently to create a solid legal
framework to achieve our client’s personal, financial and
business objectives. We will be responsive to
our client’s questions and concerns. And we will closely
guard and protect the confidential information our clients
disclose to us.
Second, we value
financial success for our clients, ourselves,
and our employees. We believe in capitalism and the
entrepreneurial spirit which generates wealth. We
understand the drive for financial success is a primary source
of wealth creation, job creation and growth for our clients, our
company, and our community. We particularly believe in
the responsible stewardship of the land and businesses that have
been nurtured by our senior generation family members.
Third, we value
knowledge, experience, and the associated legal skills
that are essential to providing high quality legal
services to our clients. Knowledge and experience are
the life blood of a legal practice. Yet knowledge of the law
alone is not enough to produce high quality services and work
product. Therefore, we have created systems, committed
resources, and training so that every member of our firm can
contribute to the quality of our services and the satisfaction
of our clients. Further, we have designed a team
structure which will allow us to perform our services in an
efficient manner, enabling us to provide valuable services
within the budgets we establish with our clients. We will
continue to provide resources and training to
our attorneys, assistants, and staff so that all of our
employees contribute to the quality of our services by
having the knowledge and skills necessary to perform their
duties and responsibilities.
Fourth, we highly
value the office personnel who make up our
firm. At Calone Law Group we have a strong work ethic. We work
as a team and we have a strong commitment to our employees. We
will do our best to treat all office personnel with
dignity and respect. We will employ systems and commit
resources to help all our office personnel develop the
skills and talents they need to excel in the legal profession.
We are committed to assisting every member of our firm achieve
their goals for professional development, provided their
personal goals do not conflict with our firm values and
responsibilities. We realize that knowledge among key
personnel is not enough if it does not filter down to our staff
and into the work product we create. So we are firmly
committed to every member of our firm who acts consistently with
our values. We want each employee to contribute to our ability
to produce a high quality work product for our clients.
Fifth, while our work
is serious and demanding, we value opportunities to have a
little fun in the work place. Further, we
understand our commitments outside the work place to our families. Ultimately,
our families deserve our
commitment and support for without their love and respect we
cannot give our best effort to achieving our other professional
goals.
Last, but not least,
we value our business partners. It is important
for us and our clients that we work closely with accountants,
attorneys, financial planners, real estate brokers, and other
business professionals to provide our clients with a broad base
of support. Working closely with other professionals
allows us to achieve a higher level of success from our efforts.
We will actively seek opportunities to work with other business
professionals in order to build networks of support in the
community for the benefit of ourselves and our clients. Through
such strategic alliances, we will produce better, more
sophisticated and customized legal and tax strategies for our
clients.
ACHIEVING CLIENT SATISFACTION
AND PRODUCING VALUE FOR CLIENTS
We believe a high level of
client satisfaction is extremely important to our
success. We believe we can best achieve client satisfaction if
we provide high quality services which add value to our clients’ personal, business, and
financial success.
We realize that creative and
sophisticated legal planning, planning which clients can have
confidence in, can be expensive. Yet good legal planning
can be invaluable to the extent it creates a
substantial tax savings, reduces the likelihood of future
litigation among family members or business partners, brings a
business transaction to fruition, improves the chances of a
successful business transition, or resolves other legal issues
and problems.
Nevertheless, we realize that value, like beauty, is in the eye of the beholder.
Therefore, we will act with fairness and integrity in
our business and professional dealings to achieve client
satisfaction. We hope that we will gain confidence and
trust by being responsive to client concerns
and by being highly capable of creating the
legal documents necessary to achieve favorable results. In the
event we have a disagreement with a client over any issue,
including our fees, we will endeavor to be fair in the
resolution of disputes . If we cannot resolve issues
between us, we agree to seek the assistance of an independent
mediator or arbitrator to achieve a fair resolution of our
differences.
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