Estate Tax Planning

Preserving Estate Value and Reducing Tax Exposure

Timothy J. Morgan, Attorney at Law, is a trusted resource for comprehensive estate planning services on the Central Coast of California. Our Santa Cruz law firm focuses on delivering solutions informed by our knowledge of the most current estate planning tools, California real estate law, business law, and other relevant areas. We encourage you to contact us for practical, insightful estate tax planning.

Comprehensive Estate Tax Planning to Protect You and Your Heirs

Sound estate planning must include careful tax planning and, the greater your assets, the more critical this step becomes for protecting wealth. Our experienced lawyers are prepared to help you develop an effective, integrated plan that employs the types of trusts and other estate planning tools to minimize the impact of the "death tax," while providing you with ongoing control over your own assets.

Trust Formation - Family Limited Partnerships - Gifting Strategies

We assist many clients with strategies for:

  • Structuring of living trusts and other estate planning tools to avoid probate, provide for minor children and other heirs, and achieve other critical goals
  • Formation of a Family Limited Partnership (FLP) structured to suit specific needs and protect the interests of heirs
  • Managed family gifting, charitable donations, and other ways to transfer wealth without incurring tax liability
  • Managing ownership and succession of real estate, business interests and other major assets to preserve value and avoid excessive taxation

Does Your Existing Estate Plan Provide Maximum Tax Protection?

If you have a substantial estate, it is extremely important to periodically revisit the structure and currency of your estate plan. Knowledgeable tax planning can prevent the loss of up to half the value of your estate. As your trust accumulates value and laws evolve over time, careful estate tax planning can be essential to passing the greatest possible amount of wealth on to those you leave behind.

Whether you are in need of complete estate planning services or want to review your existing plan from a tax perspective, please contact our law offices for a consultation focused on your specific needs.