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Transfer Tax

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Transfer Tax

Transfer taxes refer to one of generally three different kinds of taxes imposed during life or at death when assets change hands: (1) gift taxes; (2) estate (or death) taxes; and (3) generation-skipping taxes.

Our tax lawyers specialize in a number of strategies to eliminate all of these forms of taxes so that when wealth changes hands, you are not penalized for it. We are called upon by professionals of all kinds when their clients are seeking to transfer an asset to a loved one, a fellow spouse, a family member, or to a business partner.

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Our Approach to Estate Planning

It’s a great question, and one that you should be asking if you are serious about doing estate planning. To understand how we’re different, you need to understand how “traditional” estate planning works.

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Anaheim, CA 92808
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We want you to feel comfortable discussing your legal issue with us, so we offer a free consultation to learn about your problem. Contact us today to setup a time to come in and talk with our team.