Estate Planning, Tax and Fiduciary Abuse
Weintraub Tobin attorneys focus on clients’ personal concerns as well as their tax and estate planning goals. Our foremost objective is to provide our clients with thorough planning to meet their wishes during their lifetime and beyond. We combine careful analysis and advice on the latest developments in federal and state tax policies to meet client objectives and maximize financial benefits in estate and personal tax planning.
Our group provides comprehensive legal services in the following areas:
Our tax practice involves advising clients with tax planning and tax controversies including representation in audit and tax courts. We advise clients on all aspects of federal, state and local taxation issues including income, gift and estate taxation.
Estate and Trust Planning
Our estate planning practice involves representation of individuals and businesses in connection with the minimization of the estate tax, gift tax, and generation skipping transfer tax burdens. Our attorneys have extensive experience with sophisticated estate planning and valuation planning techniques, including family limited partnerships, grantor retained interest trusts, personal residence trusts, charitable remainder trusts, charitable lead trusts and private foundations.
Business Succession Planning
Our attorneys assist clients with retirement planning, business succession planning, asset protection, entity formation and Medi-Cal issues. We concentrate on succession planning and tax deferral and reduction through various techniques, formation and funding of family entities.
Trust, Probate and Elder Abuse Litigation
Even with the best of planning, family disputes do arise and our clients may require litigation expertise. Our attorneys assist clients with a full range of trust and probate controversies, including elder abuse claims, will and trust contests representing both fiduciaries and beneficiaries, conservatorships, guardianships, interpretation disputes concerning complex estate planning documents, contested accountings and other administration issues, community property disputes, and breach of fiduciary duty claims.