Advanced Estate Planning

Under current law, any estate over the exemption equivalent, will be subject to a 35-55% Federal Estate Tax. Proper planning can eliminate or dramatically reduce those taxes:

  • IRREVOCABLE LIFE INSURANCE TRUSTS
  • FAMILY LIMITED PARTNERSHIPS
  • CHARITABLE REMAINDER TRUSTS
  • SPECIAL NEEDS TRUST
  • ASSET PROTECTION PLANNING (ELDER LAW)

4180 Truxel Road, Suite 100 Sacramento, CA 95834 • Tel. 916-419-2100 • FAX 916-419-1222

Ratings and Reviews

8.3Mark Steven Drobny
Mark Steven DrobnyReviewsout of 94 reviews