Nett & Nett, PC
Business Law, Estate Planning
About Us

Meeting client goals and serving their priorities since 2001

Headquartered in the heart of the Temecula Valley wine country, Nett & Nett, PC represents private and business clients from California to New York. Our firm specializes in all Estate Planning, Estate Administration, Business Transactional and Litigation, Real Property, Construction and Intellectual Property Law matters, from matter inception to matter completion. Whether you’re an individual beneficiary expecting a wealth transfer or a small to large business owner seeking to acquire or sell a business, we will not only protect your current interests, but assist these interests to thrive in the world. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.

Our attorneys have been practicing for several decades both prior to and after the formation of The Law Offices of Nett & Nett, PC in 2001. We’re on the pulse of modern legal theory and practice, and have monitored their evolution to accent our own legal approaches—all to give you exceptional legal advice that will benefit for years to come.

 

Legal Team

Amy K. Nett, Esq.,
General Partner

Phone: 951-506-2980 ext. 201
Email: anett@nettlaw.com

Licensed to practice law for nearly two decades, Amy Nett’s Trusts and Estates practice focuses on a broad range of personal services directed to Nett & Nett, PC individual and business clients, including estate and trust administration and issues arising from estate tax. More particularly, Amy Nett helps individual and business clients plan their estates with revocable and irrevocable trusts, wills, health care directives, powers of attorney, property agreements, and other estate planning and business strategies to ensure the client’s wishes are protected. Amy Nett works with each client to develop and implement an estate plan specifically designed for each individual, the individual’s family, business, property and wishes.

Personal, Estate and Closely Held Business and Succession Planning

Amy Nett’s Personal and Estate Planning services include or relate to all forms of traditional and exotic estate planning including: Advance Health Care Directives, Bare Trusts, Business Planning Agreement, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Trusts, Codicils, Complex Wills, Constructive Trusts, Credit Shelter Trusts, Discretionary Trusts, Express Trusts, Family Trusts, Family Wills, Generation-Skipping Trusts, Grantor Retained Annuity Trusts, Health Care Power of Attorney, Health Care Proxies, Holographic Wills, Honorary Trusts, Incentive Trusts, Interest in Possession Trusts, Irrevocable Life Insurance Trusts, Irrevocable Special-Needs Trusts, Irrevocable Trusts, Joint Wills, Last Will and Testament, Letter of Instruction, Life Insurance Trusts, Limited Interdiction, Living Trusts, Living Wills, Long-Term Care and Planning, Marital Deduction Planning, Marital Trusts, Nonqualified Retirement Plan, Oral Wills, Personal Residence Trusts, Pour-Over Wills, Power of Attorney, Probate, Protective Trusts, Purpose Trust, Qualified Retirement Plan, Remainder Trusts, Resulting Trusts, Reversionary Interest Trusts, Revocable Living Trusts, Revocable Trusts, Simple Wills, Small Estate Administration, Special Needs Trusts, Spendthrift Trusts, Spousal Limited Access Trusts, Supplemental Needs Trusts, Survivor Benefit Plan, Testamentary Trusts, Totten Trusts, Trusts, Trusts for Minors/Minor’s Trusts, and Will Contests among many others.

Further, Amy Nett’s services include or relate to all forms of estate and trust administration, all related aspects of estate, gift and income tax, and trust construction and related litigation. Amy Nett’s focus in this area emphasizes a symbiotic relationship between wealth enhancement to individual beneficiaries as well as business succession planning. Through the collective effort of its Partners, Nett & Nett, PC is able to coordinate the corporate activities, ownership and governance of its business clients with the individual estate and financial planning goals of their management and principal and minority stockholders. Nett & Nett, PC uses its business acumen, problem solving abilities and legal experience to specifically tailor plans to meets the finite client objective. Nett & Nett, PC’s approach to estate planning and business succession includes a thorough audit of a client’s lifetime and testamentary planning needs as well as any pre or non-existent business succession and corporate governing documentation. At its core, Nett & Nett, PC’s philosophy in regards to this comprehensive, goal oriented approach to traditional estate planning and business succession boils down to a single word: “proaction”.

Estate and Trust Administration

Estate administration is an integral facet of Amy Nett’s law practice. Ms. Nett regularly provides the full range of legal administrative services to Nett & Nett’s individual and business clients; including corporate fiduciaries. Ms. Nett endeavors to work at the speed of business and with the mindset that assets of an estate belong to the beneficiaries and the job of the fiduciary is to comply with all legal requirements and distribute the assets as promptly and proficiently as possible. Ms. Nett does everything possible to facilitate trust and estate settlements, assisted by highly trained legal partners and associates who meet clients’ needs economically and efficiently. In addition to estate administration, Ms. Nett regularly administer trusts for our clients, offering a full range of tax preparation (with CPA participation), asset custody, and accounting services for individuals acting as fiduciaries. When the need arises, Ms. Nett may also act as a personal representative (executor) and trustee. Ms. Nett offers nearly two decades of experience and objectivity to families in meeting their fiduciary needs. Ms. Nett has strong relationships with a number of local and regional banking and investment advisory firms.

Estate Litigation

In addition to estate planning and administration, Amy Nett has years of experience in complex estate litigation. Ms. Nett litigates a broad range of complex issues and cases involving trust, will, shareholder agreements or other document construction effecting an estate or beneficiary

Education

California Western School Of Law
Juris Doctor, Cum Laude 2001

San Diego State University
B.A., English, 1996
Activities & Affiliations

• California Lawyers Association, (Trusts & Estates Section CA State Bar)
• University of Phoenix Graduate Studies Professor 2013 to Present.

Bar Admissions

• California, #213313

 

Kevin P. Nett, Esq.,
General Partner

Phone: 951-506-2980 ext. 202
Email: kpnett@nettlaw.com

Licensed to practice law for nearly two decades, Kevin Nett’s Business Law practice focuses on a broad range of services directed to Nett & Nett, PC individual and business clients, including Corporations, LLC’s, LLP’s and other entities. More particularly, Kevin Nett helps individual and business clients plan their immediate and long term business formation, transactional and litigation strategies to ensure the client’s ultimate goals are identified, nurtured and protected.

Formations, Transactions and Business Succession Planning

Kevin Nett’s professional experience includes the full spectrum of entity formation (Corporations including Non-Profit 501C3’s, LLC’s, LLP’s, Partnerships, Joint Ventures), Corporate Governance and Counseling, Intellectual Property Registration and Licensing (Trademarks, Copyrights, Trade Secrets), Commercial Transactions including Real Estate and Construction Contracts, IP Protection, Sales, Marketing and Distribution Contracts, Executive and Employee Compensation Agreements, all forms of HR Contracts, Funding and Financing Contracts, Labor and Employment Contracts, Employee Manuals, Franchise Agreements and Offering Circulars, as well as sophisticated Mergers and Acquisition Contracts, Stock and Asset Sales, Management Buy-Outs, Divestitures, Buy-Sell and Shareholder Agreements and the like of a variety of sizes, types and business sectors.

Kevin Nett also counsels business owners in a range of industries on strategic and operational opportunities and challenges, as well as serving as a confidential advisor seeing to the execution of internal and external agenda, distilling complex situations to allow for their consideration and resolution and driving negotiations to the desired result.

Upon entering the legal profession in 2001, Mr. Nett has since served as In-House General Legal Counsel for a Federal Bankruptcy Liquidation company headquartered in San Diego California. Mr. Nett sits or formerly sat as a Director on a variety of boards for Profit and Non-Profit Organizations such as Susan G. Komen Foundation, Temecula Tar Heels, Temecula Youth Baseball, Donoma Energy, Mountain Beverage & Distribution, Nett-Gross Group, Boris & Bela Corporation, Aven Construction, Daniel J. Tucker Foundation, Heben Medical, NGG Financial, among others. In addition to being a licensed attorney, Mr. Nett is also a licensed Real Estate Broker, General Contractor (inactive), Mortgage Loan Originator and Certified Property Manager, licenses and certifications which enrich his ability to work with all aspects of business.
Education

California Western School Of Law
Juris Doctor, 2001

San Diego State University
B.A., Political Science, Philosophy, With Distinction, Pi Sigma Alpha National Honor Society, 1997

Licenses & Affiliations

• California Lawyers Association (Business Law Section CA State Bar)
• California Bureau of Real Estate, Broker, License No. 01774173
• California Mortgage Loan Originator, MLO, NMLS License No. 992010
• California State License Board, General Contractor, License No. 1009202 (inactive)
• California Association of Realtors, Property Management Certification

Bar Admissions

• California, #217146

 

Catherine Convy, Esq.,
Of Counsel

Licensed to practice law for 23 years, Catherine Convy handles complex Business and Real Estate Litigation; Probate Litigation; Construction Law; and Appellate matters. Ms. Convy is also admitted to practice before the U.S. District Court.

Education

Pepperdine School Of Law
Juris Doctor, Cum Laude 1995 Managing Editor, Pepperdine Law Review, 1994-1995.

Douglas College Of Rutgers University
B.A., Business Administration; Psychology, 1992

Activities & Affiliations

• Orange County Bar Association

Bar Admissions

• California #178208

 

Areas of Practice

Estate Planning And Business Succession

Nett & Nett, PC’s Estate Planning and Business Succession practice focuses on a broad range of personal services directed to Nett & Nett, PC individual and business clients, including but not limited to: Advance Health Care Directives, Bare Trusts, Business Planning Agreement, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Trusts, Codicils, Complex Wills, Constructive Trusts, Credit Shelter Trusts, Discretionary Trusts, Express Trusts, Family Trusts, Family Wills, Generation-Skipping Trusts, Grantor Retained Annuity Trusts, Health Care Power of Attorney, Health Care Proxies, Holographic Wills, Honorary Trusts, Incentive Trusts, Interest in Possession Trusts, Irrevocable Life Insurance Trusts, Irrevocable Special-Needs Trusts, Irrevocable Trusts, Joint Wills, Last Will and Testament, Letter of Instruction, Life Insurance Trusts, Limited Interdiction, Living Trusts, Living Wills, Long-Term Care and Planning, Marital Deduction Planning, Marital Trusts, Nonqualified Retirement Plan, Oral Wills, Personal Residence Trusts, Pour-Over Wills, Power of Attorney, Probate, Protective Trusts, Purpose Trust, Qualified Retirement Plan, Remainder Trusts, Resulting Trusts, Reversionary Interest Trusts, Revocable Living Trusts, Revocable Trusts, Simple Wills, Small Estate Administration, Special Needs Trusts, Spendthrift Trusts, Spousal Limited Access Trusts, Supplemental Needs Trusts, Survivor Benefit Plan, Testamentary Trusts, Totten Trusts, Trusts, Trusts for Minors/Minor’s Trusts, and Will Contests, Property Agreements, Shareholder and Buy-Sell Agreements and other estate planning and business strategies to ensure the client’s wishes are protected. Nett & Nett, PC works with each client to develop and implement an estate plan specifically designed for each individual, the individual’s family, business, property and wishes.

Probate Administration

Nett & Nett, PC A Probate Law Firm, serves clients through the entire probate process from start to finish. More particularly, Nett & Nett, PC advises its clients on the following Probate Adminstration actions: locating and securing both probate assets and non-probate assets, obtaining date of death values and appraisals of all of the decedent’s property, preparing and filing all documents required by the probate court in a timely manner, collecting life insurance proceeds, rolling over and making appropriate elections with regard to retirement plans, including IRAs and 401(k)s, advising on the payment of the decedent’s final bills and outstanding debts, keeping track of the estate’s checking account, determining if any estate taxes and/or inheritance taxes will be due at the federal and state levels, and if so, then figuring out where the cash will come from to pay the taxes, addressing income tax issues, settling disputes among personal representatives and beneficiaries, assisting with the sale of estate property, requesting court permission for various actions as required by applicable state probate laws, retitling the decedent’s real estate into the names of the estate beneficiaries if it is not being sold and distributing what’s left of the decedent’s assets to the beneficiaries after paying bills and taxes among other services.

Construction Law

Nett & Nett, PC is familiar with all sectors of the construction industry from design build commercial to private residences. We advise on all stages and the corporate/commercial component of our practice provides strategic and legal advice during the negotiation, development, financing, insuring, construction, and warranty phases of projects including the drafting of Prime and Subcontractor Agreements, Releases, Mechanics Liens, Stop Notices and provisions relating to Oral and Written Change Orders among many others.

As a manner of practice, the goal of the client to reduce costs and overhead relating to construction disputes mandates the rigid adherence of Nett & Nett, PC to cost conscious alternative dispute resolutions.

Estate Administration

Estate administration is a principal part of Nett & Nett, PC’s practice. Nett & Nett, PC regularly provides the full range of legal administrative services to its individual and business clients; including fiduciaries. Nett & Nett, PC does everything possible to facilitate trust and estate settlements, assisted by highly trained legal partners and associates who meet clients’ needs economically and efficiently. In addition to estate administration, Nett & Nett, PC regularly administers trusts for our clients, offering a full range of tax preparation (with CPA participation), asset custody, and accounting services for individuals acting as fiduciaries. Nett & Nett, PC has strong relationships with a number of local and regional banking and investment advisory firms.

Business, Estate, Employment, Real Property & Construction Litigation

Nett & Nett, PC represents clients in a wide range of business, estate and employment related disputes. Through innovative dispute resolution strategies and effective case management, we aim to identify and execute the most “client advantageous” solutions, either by pursuing or defending litigation or arbitration proceedings, or through alternative methods, such as mediation using a cost/benefit approach.

Intellectual Property Law

Nett & Nett, PC is widely regarded as a provider of sophisticated, full range intellectual property law services. Intellectual property and technology law is at the core of Nett & Nett, PC’s business with a primary focus on the filing of registrations for Federal and State Trademarks, Tradenames and Copyrights, the establishment and protection of valuable Trade Secrets, Trade Dress and the preparation of licensing agreements including those relating to Patents.

Nett & Nett, PC concentrates on properly establishing and thereafter protecting Trade Secrets and Trade Dress by drafting these protections and severe sanctions for breach into all manner of agreements including Non-Disclosure Agreements, Licensing Agreements, Asset and Stock Purchase Agreements, Employment Agreements, Contractor Agreements, Letters of Intent among a plethora of others.

Commercial, Mergers & Acquisitions & Employment Transactions

Nett & Nett, PC’s Commercial, Mergers & Acquisitions and Employment Contracts practice combines legal knowledge with deep industry experience and an innovative and custom approach covering the full spectrum of commercial, business, Mergers, Acquisitions and Employment Law issues. Nett & Nett, PC services the transactional needs of its clients by producing a broad range of contracts including Shareholder and Buy-Sell Agreements, Asset and Stock Purchase Agreements, Joint-Venture Agreements, Licensing and Distribution Agreements, Real property and Construction Agreements, Executive Compensation and Employment Agreements, Employee Manuals, Confidentiality, Non-Disclosure and Non-Solicitation agreements among many others.

Real Property Law

An effective commercial and residential real estate portfolio relies upon and must be integrated with current and forward-thinking business and marketing philosophies. Every purchase and every lease must be scrutinized and contrasted from its current value and analyzed against a historical cycle-value perspective. Transactional Purchase, Sale and Conversion and Property Management Agreements must enhance flexibility while diminishing cost and risk and, where appropriate, release capital for the business or individual.

Nett & Nett, PC represents both Landlords and Tenants and, in many cases, have already negotiated commercial leases with Landlords and Property Managers all over Southern California thereby greatly diminishing the time and costs required for standard term negotiation – specific industry/tenant needs excepted.

Business Entity Formation

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particulars of venture financing. We offer a competitive advantage that can help you save money and make more of it in the long run. We’ve steered corporations like Tap Unlimited and Hydrocycle with a balance of legal, business, operational, and financial strategies that had clear execution and built-in problem-solving contingencies. Our holistic approach is essential to any company looking to grow.

Review

Average rating

0.0 / 5

Rating breakdown

5
0
4
0
3
0
2
0
1
0

Submit your review


Subject
Rating
Comments
Share
Social Profile
Contact Info
Opening Time
  • Monday 9:00 AM - 5:30 PM
  • Tuesday 9:00 AM - 5:30 PM
  • Wednesday 9:00 AM - 5:30 PM
  • Thursday 9:00 AM - 5:30 PM
  • Friday 9:00 AM - 5:30 PM
Contact Us
Send Message
Location Map   
Claim The Listing
Submit Claim