Advanced estate planning - something more than a simple will or basic living trust - can be critical for people with valuable, taxable estates over $11.58 million for a single person, or over $23.16 million for a married couple. It goes above and beyond a basic foundation and provides options for minimizing or even eliminating estate taxes. Advanced estate planning can be used to perpetuate family values and protect assets for the benefit of future generations.

There are many strategies which can be implemented, such as the use of Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Children’s Trusts, Education Trusts, Dynasty Trusts, Qualified Personal Residence Trusts, California Limited Liability Companies, and many other gifting strategies.

Our firm will analyze your specific circumstance and will come up with the right type of estate plan designed to minimize or eliminate estate taxes.