Mr. Germane is a member of the firm’s Tax and Estate Planning practice section. His focus is on estate, tax, business, and asset protection planning.
He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes.
He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension.
Mr. Germane is certified as an Accredited Estate Planner® with the National Association of Estate Planners and Councils and as an Estate Planning Law Specialist with the Estate Law Specialist Board.
- Assisted founder and investors of $120 million business in protective planning, saving an estimated $1.5 million in income taxes, $40+ million in estate taxes and protecting assets from creditors and predators.
- Assisted clients with real estate holdings worth $30+ million in reducing transfer taxes and protecting assets from creditors and predators.
- Assisted family business worth $10 million in transition to next generation while eliminating transfer taxes, reducing income taxes, and protecting assets from creditors and predators.
- Associate with San Diego’s oldest and largest law firm, Luce Forward Hamilton & Scripps, LLP. There he provided legal service to clients in numerous areas, including estate planning, charitable giving, probate and estate administration, probate and civil litigation, and business advisory.
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