Jimmy Sanz

Jimmy Sanz is a California tax and estate planning lawyer who founded Sanz Law PC to help individuals, families, and businesses address important legal and financial concerns. He concentrates on estate planning, tax preparation, tax law and litigation, charitable planning, business succession planning, elder law, and trust and estate administration. He focuses on building lasting client relationships rather than treating each matter as a one-time transaction. He works to understand each client’s goals, family circumstances, and changing needs before recommending a legal strategy.

Jimmy earned his B.S. from Post University and his J.D. from St. Francis School of Law. He is licensed to practice in California. He applied his legal training within his family’s restaurant business after law school, which gave him firsthand experience with the challenges facing business owners and their families. He has also participated in commercial real estate matters involving property purchases, financing, and the development of residential and commercial space.

Jimmy helps clients prepare wills, living trusts, powers of attorney, health care directives, special needs trusts, charitable plans, and business succession strategies. He advises personal representatives and trustees on probate, trust administration, creditor notices, asset inventories, tax obligations, and distributions. He also represents individuals and businesses in local, state, and federal tax matters, including audits, disputed liabilities, collections, tax liens, offers in compromise, innocent spouse relief, international tax concerns, and tax court proceedings.

Jimmy Sanz combines legal knowledge with business experience, financial skill, and a personal understanding of family enterprises. He helps business owners plan leadership transitions while addressing ownership, family relationships, tax consequences, and long-term continuity. He emphasizes organization, clear communication, and practical guidance throughout each matter. He also brings a relationship-based approach to his work so clients can return for advice as their families, assets, businesses, and planning needs evolve.

Law Office Affiliations

• Founder, Sanz Law PC
• Member, State Bar of California

Licensed State

• California

Education

• St. Francis School of Law
  Juris Doctor (JD)
• Post University
  Bachelor of Science (BS)

Awards & Badges