Also known as an irrevocable life insurance trust, this estate planning mechanism ensures that the face value of your life insurance policies is not included in your taxable estate.
A practical and efficient approach to estate and trust administration is just as important as an expert estate plan.
We regularly assist clients with charitable planning, whether their intended philanthropy is part of a larger estate plan or simply a single mechanism to give back to the community and receive tax savings.
Successful families often turn to private family foundations in order to achieve significant income and transfer tax savings.
Successful entrepreneurs, executives and professionals accumulate wealth but often have little experience in how to manage the transfer of their wealth to their families, or turn success into lasting significance…
Our estate planning services require extensive experience with wills, trusts and probate administration services for our clients in Newport Beach, Irvine and the South Coast Metro area.
We perform estate planning for moderate to large estates in order to conserve and transfer wealth, to preserve real estate, businesses and other assets, and to fulfill the lifetime and testamentary goals of each client as we also work to reduce administrative costs and taxes.