Looking for Estate / Tax Attorney

Looking for Estate / Tax Attorney

Greenwood Village, CO · Member since 2024 · 2 posts · 1 vote

Hi, I am in need of a California-based estate / Tax attorney. My client has dozens of California and non-CA properties. Given his estate planning needs, he is also unmarried but is considering getting married if it makes sense. 

Questions that need to be answered? What is the best way to structure their real estate properties? Individual LLC, Parent/Child LLC, Trusts, etc. Trying to figure out the optimal strategy that will provide liability protection, proper estate transfer at death, and other strategies that can benefit their tax situation.

I have my ideas, but want to consult with someone who has estate and tax planning experience in CA. Hourly consultation preferred and the ability to eventually draw up the docs. 

1Reply
19 views

2 Replies

Jump to latestLatest
  • CPA and Attorney · San Diego, attorney · Member since 2022 · 301 posts · 219 votes
    1y

    @Joshua Rigden

    Is a trust in place already?  I can give you names in the San Diego area, if that works.  Feel free to send me a message if you're interested.

    *This post does not create an attorney-client or CPA-client relationship.  The information contained in this post is not to be relied upon.  Readers are advised to seek professional advice.

  • Ben TrageserPro Member
    Accountant · Montclair, NJ · Member since 2020 · 218 posts · 104 votes
    1y

    @Joshua Rigden sent you a message

Join the conversationCreate a free account to reply, vote on answers and follow this thread.