What is estate planning? Estate planning is the planned accumulation, preservation, management, and transfer of family wealth, both during life and at death.
A common misconception is that estate planning is only for the “wealthy.” Although it is true that “wealthy” individuals may incorporate a greater number of techniques into their estate plans, everyone, regardless of their wealth, should have a plan. Our goal is to help our clients determine their objectives and to craft the estate plan that best achieves those objectives in a tax conscious manner. We assist clients in a broad range of estate planning and tax-related services, including creating revocable and irrevocable trusts, forming family business entities for wealth transfer and asset protection purposes, and the structuring and implementation of charitable gifting programs. We leverage our real estate experience to help our estate planning clients navigate the increasingly complex nuances of California’s real estate taxation regime.
Our estate planning services include:
- Revocable Living Trusts
- Wills and Powers of Attorney
- Lifetime Gifting Programs
- Dynasty Trusts
- Life Insurance Trusts
- Charitable Giving Trusts
- Family Business Entities (family limited partnerships and LLCs)
- Asset Protection Planning
- Conservatorships and Guardianships
We also counsel clients in the administration of their duties as trustees and executors, and represent individuals in estate and trust disputes.