Trust & Estate Planning CPA in Orange County
Helping You Leave A Legacy
Estate & Gift Planning
Our Estate & Gift Planning and Compliance Practice offers our clients a comprehensive wealth of knowledge and resources. We approach planning with a team approach. We work together with Estate Attorneys, Charities, and your Financial Advisor(s) to help you achieve your goals and minimize your tax exposure.
Charitable Remainder Trusts "CRTs"
There are two types, Charitable Remainder Unitrusts "CRUTs" and Charitable Remainder Annuity Trusts "CRATs". These types of trusts offer a myriad of benetifts. We have experts on our team for the planning, compliance, and administration of CRTs.
Charitable Lead Trusts
A Charitable Lead Trust is an option to provide income to a designated charity for a specific term. At the end of the term, the remaining assets go to designated beneficiaries. This is a great planning opportunity to reduce a taxable estate or otherwise taxable estate.
Family Partnerships planning is a component of our Estate Planning practice. This level of planning offers the potential to transfer wealth in a highly tax efficient manner. This planning and compliance corresponds with our Private Client and Family Business focuses.
Irrevocable Life Insurance Trusts
Irrevocable Trusts or "ILITs" are an excellent planning opportunity to provide cash flow upon death to cover any estate tax liability that may be due. Through proper planning and compliance, these trusts help preserve non-liquid assets at death.
Intentionally Defective Grantor Trusts, Special Needs Trusts, QPRTs, & Advanced Planning
We offer advanced planning and compliance when it is needed. We have relationships with top Estate and Tax attorneys who work with us to transfer wealth with the most advantageous results from both an income tax and estate tax standpoint. In addition, special circumstances arise where more complicated trust vehicles are needed for certain beneficiaries.
Charitable Remainder Trusts
Charitable Remainder Unitrusts Trusts "CRUTs" are among our most popular estate planning strategies. For the charitably inclined, CRUTs offer: