Practice Areas

Tax and Gift Planning

Complex Estate Planning

Ventura County Tax & Gift Planning Attorney ©Valentin MendozaFor those clients with a high net worth, very different legal services and strategies are utilized. In addition to the common focus on estate planning tools for minimizing estate taxes, our focus also includes making sure that our clients understand and carefully consider the probable consequences to them during their lifetimes of implementing such tools and the cost and benefits of those tools. In contrast to many professionals offering services in this area, we are not “selling” any particular estate planning tool and instead are interested in giving our client the best possible service in planning their estate and making sure that the tools selected by the client are appropriate and consistent with all of the client’s goals. We offer advice that is totally objective and not intended to persuade the clients to use one tool or another. Examples of tools that are typically considered by our high net worth clients include the following: Irrevocable Life Insurance Trusts, Charitable Lead Trusts, Charitable Remainder Trusts, Dynasty Trusts, Grantor Retained Annuity Trusts, Qualified Trusts, and Spousal Lifetime Access Trusts. We work with our clients to make sure that their estate plan not only saves them taxes, but is also conducive to their lifestyle and will not be overly confining for their finances.