Estate Planning

Planning for the future is important. Luckily, our estate planning experts can help you develop and implement a strategy tailored to your specific needs, no matter how small or complex.

 

Our Services:

The Essentials

Our team has helped countless clients with essential estate plan documents. These often include wills, powers of attorney, and health care directives.

Asset Protection Planning

We can help develop an asset protection strategy to protect foreign and domestic assets. Throughout the years, we’ve advised on a number of complex situations.

Family Business Entities

Our team can help you plan for a tax-efficient transfer of assets to your heirs and beneficiaries. We are able to implement standard planning tools, such as estate planning trusts and more sophisticated techniques such as GRATS, sales to irrevocable grantor trusts, and asset-protection planning.  In addition, we’ve formed numerous family limited partnerships and limited liability companies.

Trusts

We are experienced in creating and supporting a variety of estate planning trusts, including insurance trusts, children’s trusts, intentionally defective grantor trusts, grantor retained annuity trusts, and qualified personal residence trusts. Our tax expertise allows us to be sensitive to specialized issues in trust formation. This may include ensuring that certain trusts are qualified subchapter S trusts or electing small business trusts as appropriate.

Probate and Trust Administration

Our team can handle estate disbursements through probate or trust administration. We also assist executors, trustees, advisors, heirs, fiduciaries and beneficiaries with probate and trust administration matters. In addition, we can help with the preparation of fiduciary income tax returns, federal and state estate tax returns, and federal gift tax returns.

Philanthropy

For clients with philanthropic interests, we can assist in the formation of non-profit organizations. These often include charitable remainder trusts, charitable lead trusts, and other planned giving techniques. Our team will handle the application for tax exemption from the Internal Revenue Service and Franchise Tax Board.

Litigation

Disputes happen. When they do, we can help in a wide-range of cases. Our experienced team regularly represents clients before federal courts, state courts, and other administrative agencies.

Download Our Estate Planning Questionnaire:

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The information you are requesting is not legal advice. All information provided on this website is for general informational purposes only. Transmission or receipt of the materials or information on this web site does not constitute legal advice, establish an attorney-client relationship, or create any duty to any person accessing this website. An attorney-client relationship may be established only by a signed engagement letter. Unsolicited information sent to the Royse Law Firm (the “firm”)  by persons who are not clients of the firm is not subject to any duty of confidentiality on the part of the firm.

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The information you are requesting is not legal advice. All information provided on this website is for general informational purposes only. Transmission or receipt of the materials or information on this web site does not constitute legal advice, establish an attorney-client relationship, or create any duty to any person accessing this website. An attorney-client relationship may be established only by a signed engagement letter. Unsolicited information sent to the Royse Law Firm (the “firm”)  by persons who are not clients of the firm is not subject to any duty of confidentiality on the part of the firm.

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Our Estate Planning Experts

Silicon Valley Tax attorney
Attorney
Orange County
Silicon Valley Wealth Strategies Attorney
Attorney
Silicon Valley
Silicon Valley Litigation Attorney
Attorney
Silicon Valley

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