Our approach to estate planning is to focus not only on what happens when you die but to protect you and your family while you are living.
Allow us to navigate the estate tax laws and annual gifting so that you avoid paying unnecessary federal estate tax, making the most of your estate.
We can provide you with comprehensive guidance through the entirety of the probate process so that you can handle the significant legal responsibilities after the death of a loved one with support and expertise.
A Heritage Trust (HT) can protect your family’s inheritance from creditors, spouses, and future estate taxes.
Trust administration is one of the most overlooked parts of estate planning. Failure to properly administer a trust can result in unnecessary taxes, very large attorney fees, and lawsuits by beneficiaries against trustees. Let us help.
We are experts at planning to minimize higher property taxes for your family. Without proper planning, these increased taxes can make it difficult for your beneficiaries and/or family members to afford to keep the property.
If you have a special needs child or loved one, you may be worried about how you will provide for them after you pass away, and how those assets will impact any public benefits they may be receiving including Supplemental Security Income (SSI) and MediCal.
Retirement Accounts, including Individual Retirement Accounts (IRAs), 401(k)s, profit-sharing plans, 403(b)s and related assets, can make up a substantial portion of an individual’s assets, but are often overlooked during the estate planning process.
Brian serves as a Partner at Via Law Firm and practices estate planning, advanced estate tax planning, business succession planning, trust administration, and probate law.
Brian has been designated as a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.
As Partner and estate planning attorney, Heather advises clients regarding comprehensive estate plans, including revocable living trusts, irrevocable trusts, qualified personal residence trusts, intentionally defective grantor trusts, charitable trusts, dynastic trusts, wills, powers of attorney, assignments of assets, real property transfers, as well as many other transactions.
Heather has been designated as a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.