Go beyond a standard will or trust. Our Las Vegas firm combines rock-solid legal strategy with the financial and tax-saving expertise of a licensed CPA.
We take a holistic approach that combines sophisticated legal strategy with in-depth financial and tax planning as both CPAs and attorneys, so your estate plan is not only legally sound but also optimized for tax efficiency and long-term financial health.
Most estate plans are built by a generalist working from a template. Ours are built by a team that also handles your tax return — so the trust, the will, and the tax strategy are designed to work together, not against each other.
Every engagement is tailored to your situation. Below are the specific areas we cover.
Establishing a trust allows for effective asset management and protection, tailored to your family's structure and goals.
A well-crafted will guarantees your estate is distributed as you desire, minimizing disputes and delays.
Assigning a power of attorney secures your financial interests if you're ever unable to manage them yourself.
Appointing guardians for your minor children ensures their upbringing aligns with your values.
Designating trusted individuals for health and financial decisions before they're needed.
Implementing effective strategies to minimize estate taxes is crucial for preserving your wealth across generations.
Speak with an attorney who is also a licensed CPA. Your consultation is free and confidential.
From your first call to long-term strategy, here is exactly what to expect when you work with us.
We review your family situation, assets, and goals. No obligation — just clarity on what a plan should include.
We analyze your current documents (or lack of them) alongside your tax situation to identify gaps and opportunities.
You receive a written plan covering trusts, wills, directives, and tax strategy — built to work together.
We prepare and execute your documents, then revisit the plan as your life and the law change.
Lenny Whiting
Admitted 2012 · NV Bar #14822
I founded CPA Attorney LLC to fill the gap between accounting and legal strategy. With dual credentials as a licensed CPA and Nevada attorney, I help clients keep more of what they earn — legally and permanently.
Full bioAnswers to the questions we hear most often about estate planning.
Have questions or need legal assistance? Contact us today — our team is here to help. Whether by phone, email, or through our online form, we're ready to listen and provide the support you need.
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