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Estate Planning

Integrated Estate Planning

Each of us has an estate plan written by the California legislature. It’s called The Probate Code. Fortunately you can “opt out” of that plan by working with a qualified attorney. We assist our clients in determining their goals and provide them with customized estate plans that are designed to meet their objectives. Our goal is to educate our clients about their options and ensure that they understand all of the issues involved. We help them navigate complex legal decisions.

A properly integrated estate plan coordinates all phases of a person’s plan from the power of attorney through trust funding and appropriate beneficiary designations. Our experienced team prepares all traditional estate planning vehicles and documents including wills, powers of attorney for property, health care directives, revocable trusts, irrevocable trusts, gifting programs, family partnerships and other planning strategies.

The Complex Tax Issues of Estate Planning

Sophisticated estate planning requires a multi-level analysis and understanding of the tax implications of any advanced planning technique. In addition to law degrees, WealthPLAN’s attorneys hold advanced degrees in taxation that allow them to navigate with precision what we call “The 5 Infernos of Tax”, including gift tax, estate tax, income tax, generation-skipping tax, and real property tax.

In addition to cornerstone estate planning services, WealthPLAN offers premier legal expertise in the highly complex arena of significant wealth preservation and transfer. Our attorneys have extensive knowledge, experience and education in utilizing specialized techniques such as grantor retained trusts, intentionally defective irrevocable trusts, dynasty trusts, gifting programs, pre-IPO/acquisition planning, asset protection planning, charitable trusts, and private foundations.

Specialized planning in advance of a significant event such as a public offering or the sale of a business presents unique opportunities for the informed individual. The best time to strategize is months in advance of an anticipated event. WealthPLAN will advise you to safeguard and preserve your wealth before incurring a significant taxable event.

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