ESTATE PLANNING
Providing services to protect
the assets you earn from your business
ICA provides counsel within
a broad spectrum of tax and estate planning needs for small and medium
sized businesses as well as the individuals and families involved in
the business. Virtually all significant business transactions raise
tax planning issues. In structuring these transactions, it is important
to ensure that they are structured in the most tax advantageous manner,
taking into account all federal, California , local, and international
tax aspects. Because such structuring occurs in the ever-changing legislative,
regulatory, and judicial environments, we keep abreast of such changes
regularly.
We will also advise you on
how to maximize the amount of wealth you pass to successive generations
via your personal estate plan. We can strategically implement a variety
of planning techniques, some of which may incorporate the charitable
giving objectives of the client to significant tax advantage. Some of
the more complex planning may utilize Revocable Living Trusts to pass
income from assets through one or several generations with minimal estate
tax, and sophisticated discounting techniques involving use of family
limited partnerships, Irrevocable Life Insurance Trusts, inter vivos
(lifetime) gifts, and charitable gifts to maximize family control over
charitable giving. With the potential on the horizon for repeal of the
federal estate tax, we advise and craft our personal estate plans with
the potential for repeal in mind.
Contact
us today! No commitment required until you are ready to proceed
with your structure.
