Minimizing Estate Taxes
For many California residents, estate planning involves more than drafting a will and assigning powers of attorney. Many individuals seek out a lawyer’s advice regarding their estate’s tax burden. If your estate’s worth exceeds the estate tax threshold, you can take steps today to minimize the impact federal taxes have on your property and assets.
In San Jose, Adam Diran Attorney at Law tailors creative strategies for high net worth clients concerned about federal tax obligations. For more than two decades, I have represented South Bay clients facing complex estate planning matters. As an MBA and estate planning attorney, I have the vast skill set required to identify cost-effective legal solutions for any high-value estate.
Helping You Keep Your Wealth In Your Family
As your advocate, I am dedicated to promoting your best interests throughout all stages of your estate planning. When you meet with me to discuss your goals, I will identify legal tools that allow you to keep your wealth in your family and show you what to do to protect your assets and property.
I recommend various deductions and strategies for avoiding federal estate tax, including:
- Marital transfers
- Gifts made during your lifetime
- Family limited partnerships for family-owned businesses
I will advise you of your options so you can make intelligent decisions that safeguard your assets today and tomorrow. I firmly believe that estate planning is a verb, not a noun, which is why I encourage all of my clients to remain actively involved in the process. When estate tax laws change, it is critical that provisions in your estate plan adjust accordingly.
From your initial consultation to your initial estate plan and subsequent amendments, I will personally handle all aspects of this process. Contact my office to get started today.