Building a solid estate plan by incorporating tax-advantaged trusts can not only pass assets to your family members that need them the most, but also save your beneficiaries significant money in taxes. You can rely on our nearly 40 years of experience in guiding people through proven estate planning techniques to create a structure that is right for you and your family.

Walnut Creek tax planning trust lawyer Elliott Abrams can answer your will and trust questions in a free initial consultation. Contact our California asset protection law firm to learn more.

Passing Assets on Without Death Taxes in California

Avoiding death taxes can save your family members and other beneficiaries of your tax-advantaged trust a significant amount of money. Depending on your unique situation, we can build a trust that will provide the maximum tax benefits for your circumstances.

Not only will a tax-advantaged trust provide you with tax saving opportunities, but it can also provide other advantages, including:

  • Asset protection: If your children or other beneficiaries are experiencing debt problems, facing bankruptcy, or in divorce, with proper planning you can continue to have your assets available for their needs without the risk of a creditor seizing the assets. 

  • Asset management: If your children or beneficiaries lack the maturity to properly manage their financial affairs, you can appoint an individual or an institution to manage the assets until the beneficiary is able to effectively manage his or her financial affairs. 

There are many factors that go into what type of trust is right for you in order to distribute your assets properly. Not only do we provide an in-depth analysis of what would work best for your family, but we also help to prepare the financial documents that are required for trusts.

Contact a Well-Respected Walnut Creek Tax Planning Trust Attorney at 925-947-1333 for a free initial consultation. We strive to provide you with accurate and cost-effective plans that will help your family.