Estate Tax Planning

Los Angeles Estate Tax Planning Attorneys

At the Law Office of Hugh Duff Robertson P.C., clients know that estate planning is a smart way to save money, taxes and allow beneficiaries to avoid probate. The lawyers at our Los Angeles law firm help them do this by giving the time to listen to them and talking with them in plain English instead of legalese to help them understand their rights, achieve their goals and prepare the necessary documents.

Lawyers Advising on Minimizing Inheritance Tax Through Smart Estate Planning

Often, we suggest a number of ways that our clients can minimize the inheritance tax consequences to themselves and their beneficiaries by using smart estate planning tools. Because each client’s situation is unique, not every strategy works for every person. Many of our clients find success with the following estate tax planning strategies:

  • Spousal trust planning: Trying to keep the surviving spouse’s income and assets protected, spouse trusts can be a valuable tool to preserve family assets for a spouse’s benefit while ensuring that the giver’s wishes are carried at the surviving spouse’s death.
  • Charitable trusts
  • Family limited partnerships: If you are a family business owner, creation of a family limited partnership may be part of a good estate tax planning strategy. Family limited partnerships can be good ways for parents to make gifts to their children and gain tax benefits.
  • Generation-skipping transfers: A generation-skipping transfer uses trusts to skip the payment of taxes without skipping the benefits of the estate to the next generation.

Our law firm also helps with other estate tax planning strategies, like retirement planning, life insurance trusts, spousal protection planning and disclaimer planning. We understand that your needs are unique. We will design a strategy that best works to achieve your goals.

Contact the Law Office of Hugh Duff Robertson P.C.

The best way to find out which estate planning strategy works best for you and your family is to talk about your options for minimizing inheritance with an attorney. To schedule a consultation with the lawyers at the Law Office of Hugh Duff Robertson P.C., call us at 310-824-0467 or complete our online form.