Advanced Estate & Tax Planning

Our Advanced Estate Tax Planning Team is one of the best in California. We specialize in complex planning, preservation of wealth and the diverse legal needs of successful families. Complex and advanced planning techniques are tailored to an individual’s situation. We recommend an annual estate plan review, which allows us to suggest new approaches that may have developed since the plan was originally drafted.

If you have substantial assets, we are available to recommend strategies to help preserve your estate, including but not limited to:

  • Wealth Transfer and Dynasty Preservation

  • Business Succession

  • Spendthrift and other trusts that protect heirs and preserve income

  • Minimizing tax burdens to heirs, and protecting the inheritances of all generations

  • Insurance trusts that can be used to pay estate taxes

  • Charitable trusts that can eliminate federal estate taxes

  • Generation-skipping tax planning to reduce or eliminate future federal estate taxes

  • Family limited partnerships (FLPs) and LLCs to streamline family business interests and realize gift and estate tax savings

  • Private foundations that help people realize charitable goals

  • Asset protection trusts that can reduce exposure to future creditors

  • Foreign estate tax planning considerations