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We partner with financial professionals throughout California to provide important asset and estate protection information relevant to you and your clients. 

We recognize the important role of CPA's, financial advisors, bankers, insurance advisors, and investment advisors in contributing to the well-being of our clients.   We can assist by providing timely information, estate and trust review and analysis, secure real-time online access to client documents, and access to our attorneys' decades of expertise. 

You are invited to use our website as a resource, and to direct specific questions to our attorneys. 

For financial professionals, we can provide small group seminars and continuing education detailing the importance of estate planning as related to your field of expertise, and ways to enhance your client relationships in the context of estate planning.

For your clients, we can provide small group seminars to inform them about estate planning.


Our estate planning services include the preparation of living trusts, wills, powers of attorney, irrevocable life insurance trusts, charitable trusts, and advanced entity formation for tax and gifting purposes.  Tax analysis is always provided for those with estates in excess of the exemption limits.   
 
Table of Estate Tax Liability:

Table of Estimated Federal Estate Taxes For Married Couple- Year 2013 and Beyond (**annual adjustments for inflation)
NET ESTATE ESTATE TAX LIABILITY
(BEFORE Estate Plan)
ESTATE TAX LIABILITY
(AFTER Estate Plan)
$1,000,000 $0 $0
$1,500,000 $0 $0
$2,000,000 $0 $0
$3,000,000 $0 $0
$4,000,000 $0 $0
$5,000,000 $0 $0
$6,000,000 $300,000 $0
$7,000,000 $700,000 $0
$8,000,000 $1,100,000 $0
$9,000,000 $1,500,000 $0
$10,000,000 $1,900,000 $0
$11,000,000 $2,300,000 $200,000
$12,000,000 $2,700,000 $600,000
$13,000,000 $3,100,000 $1,000,000
$14,000,000 $3,500,000 $1,400,000
$15,000,000 $3,900,000 $1,800,000
$20,000,000... $5,900,000... $3,800,000...
 



REAL PROPERTY TITLE VESTING INFORMATION:

"PROBLEM SOLVER'S ISSUE LIST" - SIMPLE ISSUE SPOTTING CHECKLIST - HELPFUL FOR FINANCIAL AND INSURANCE PROFESSIONALS TO QUICKLY IDENTIFY POTENTIAL CLIENT PROBLEMS AND PRESENT SOLUTIONS.  WE CAN PROVIDE SEMINARS TO FINANCIAL PROFESSIONALS ON THE STANDARD AND CREATIVE USES OF FINANCIAL AND INSURANCE PRODUCTS TO RESOLVE THESE CLIENT ISSUES:



You asked: "When do my clients need to see an estate planning attorney?" We answered: "ESTATE PROTECTION CHECK-UP" - Quick reference (5 minutes) checklist to identify clients with estate planning needs - a "NO" or "DON'T KNOW" answer indicates that further consultation with our office is recommended:  

 

Click here for a KOREAN LANGUAGE version of the "ESTATE PROTECTION CHECK-UP"