Margaret S. Ng

Margaret S. Ng advises clients in various family wealth and tax matters, which includes estate and gift planning. Throughout her career, Margaret has prepared estate plans and coordinated administrations of trusts with values ranging from a few million to $200 million. High-net-worth clients rely on her as family counsel on various transactional and litigation matters.

Margaret also brings more than a decade of experience advising clients on business and real estate tax issues. She frequently represents clients in connection with fund formations, solar tax equity partnerships, California real property tax issues, capital gains issues, and 1031 and 1033 tax-deferred exchanges. Margaret also has a proven record of successfully appealing property tax assessments across Southern California.

With an in-depth understanding of business and real estate tax issues and the changing estate tax environment, Margaret builds integrated estate plans that account for clients’ business concerns today while preserving wealth for one and even two generations ahead.