San Mateo Attorneys – Estate Tax Planning for Asset Protection

One of the primary goals of estate planning for individuals with high-worth estates is planning to minimize estate taxes. The federal estate tax percentage changes every year. Under current law, the estate tax is approximately 45 percent of an estate with a value of more than $2 million.Several legal tools are available to help high-worth individuals with estate tax planning. The goal is to minimize estate tax liability and maintain as many assets as possible for bequest to chosen heirs.

Anderlini & McSweeney LLP ∙ A San Mateo, California, Estate Planning Law Firm

The attorneys of Anderlini & McSweeney LLP have decades of experience crafting comprehensive and careful estate plans on behalf of clients with high-value estates. Our attorneys have advanced and up-to-date knowledge of federal and California estate tax laws, and our estate tax planning services include frequent monitoring of our clients’ estate plans — with changes made as necessary as the laws evolve or our clients’ assets or goals develop.

Estate tax planning usually consists of a compromise between how a person wishes to distribute his or her estate and what is allowed under federal and California law.

An estate plan for a high-worth estate will often contain many legal structures, which are put in place both for estate tax planning and to create a strong estate plan that will withstand legal challenges by the following generations. Some of these tools include:

  • Family limited partnerships
  • Annual gifts
  • Charitable trusts and charitable remainder trusts

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