Specialties
William B. Plevy is an attorney and California Real Estate Broker whose practice focuses on business ownership, real estate, trust-owned property, family property transfers, and succession planning.
William advises business owners, trustees, property owners, and families on matters involving ownership structure, business transitions, real estate transactions, trust-owned assets, and long-term planning considerations.
He is licensed to practice law in California, New York, and Washington, D.C., and is also a California Real Estate Broker (DRE #01956776). William currently practices with CunninghamLegal and is the founder of AskPlevy.com and Wolf Allies, educational resources focused on business, real estate, and ownership planning issues.
His approach emphasizes practical solutions, careful planning, and clear communication for clients facing significant business, real estate, and family ownership decisions.
History
Established in 2012.
After more than a decade advising clients on business and real estate matters, William B. Plevy developed a practice focused on the intersection of business ownership, real estate, trusts, and succession planning.
Throughout his career, he has worked with business owners, trustees, property owners, and families navigating significant ownership transitions, real estate transactions, and planning decisions. His experience as both an attorney and California Real Estate Broker provides a practical perspective on issues where legal and real estate considerations overlap.
Today, William continues to advise clients on complex ownership and planning matters while also creating educational resources through AskPlevy.com and Wolf Allies.