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© 2017 Palecek, Morrison & Associates, LLP.

514 Via De La Valle, Suite 208

Solana Beach, CA 92075

P: (858) 771-0776

ADVANCED PLANNING

You've worked hard your whole life to provide for your family and make your loved ones more secure.  Without advanced estate planning strategies, some of the significant assets you have accumulated may end up with the IRS and state taxing authorities.

Our firm regularly assists affluent families with such sophisticated planning strategies such as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.

 

Our firm is dedicated to helping clients make educated, informed decisions about their assets and will work with you and your team of financial advisors and CPAs to implement a highly sophisticated estate plan.

Other Areas of Business Law

Other Areas of

Estate Planning