Advanced Estate Planning

When faced with large estate transmission taxes, there are a number of steps a client can take to minimize the tax bite. Entities such as split-interest gift trusts, installment sales, fractional interest business entities, qualified personal residence trusts, life insurance trusts are commonly used to freeze or reduce estate value.

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Primuth & Driskell, LLP serves clients throughout Pasadena, La Canada Flintridge, South Pasadena, San Marino, Arcadia, Alhambra & Los Angeles.

Disclaimer: The estate planning or other legal information presented in this site should not be considered legal advice and does not create an attorney client relationship.

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