Why Advanced Degrees Matter
Estate planning for affluent individuals requires more than a will and durable power of attorney. If the value of your estate exceeds the small estate threshold in California, your assets and property will need to pass through probate, diminishing their worth when they are eventually distributed.
With advanced legal degrees in taxation, our attorneys are able to use trusts and other legal strategies to reduce estate tax obligations and strengthen the control you have over asset distribution after you have passed. Whether you seek to transfer business ownership to your children or protect your grandchildren’s inheritance, we can identify the best approach for realizing these goals. We draw on our substantial understanding of state and federal tax laws to assess the tax benefits and drawbacks associated with various types of trusts.
Contact Our Firm Today
There are many considerations to keep in mind when you are planning for the future. When you partner with Gadzo Law, P.C., you can be certain that we have the experience, background and desire to help you address these concerns.
Reach our legal team via our online form or by calling 650-397-9300. Take the first step toward developing an innovative estate plan today when you arrange your private consultation. In addition to estate planning services, we facilitate real estate transactions throughout the Silicon Valley area.