Creating a new trust or updating your existing estate plan every 2 to 3 years requires skill and expertise across many separate disciplines: tax, estate planning and legal services.  These services are seamlessly integrated at Allen Barron to provide a much more comprehensive overview at every step of the way.  Are your concerns domestic, or is your investment and business portfolio more international in scope and flavor?  There are risks associated with international business ownership and offshore investment and the experts at Allen Barron provide insightful analysis and expert counsel while leveraging economies of scale.

There are several reasons to consider creating a new trust or updating your existing estate plan based upon the changes over the past 2 to 3 years.  These include but are not limited to:

  • Moving exemptions between separate trusts
  • Analyzing the benefit of existing A-B trusts versus disclaimer trusts
  • Changes in federal or state laws and tax code (such as the proposed tax overhaul currently under review in Washington D.C.)
  • Changes in family relationships and dynamics
  • Developments in the health of the grantors or the beneficiaries
  • Provision for special needs
  • Significant increase or decrease in the value of property or assets

Every family, individual and situation is completely different.  Our experienced estate planning and trust attorneys provide a comprehensive review of existing trust and estate planning documents and explain them to you.  We analyze your goals and walk you comfortably through an analysis of your family, beneficiaries and the causes you care so deeply about.  Our tax attorneys review the impact of taxation across the breadth of your portfolio or the impact of probate upon unprotected assets such as the family home or a business.  Small business owners value the security of knowing an effective business succession plan is in place to protect ongoing company operations while the next generation prepares to take the reins or a new management team is in place.

These are changing times and they require a keen attention to all assets and investments – foreign and domestic.  If you are interested in creating a new trust or updating your existing estate plan or business succession plan we invite you to contact Allen Barron for a free consultation at 866-631-3470.


Contact an Estate Planning, Business Law Or Tax Attorney Today

To set up a free, no-obligation consultation with one of our knowledgeable San Diego based estate planning, business and tax lawyers, or learn more about our tax preparation, accounting and business advisory services call us at 866-631-3470 or contact us.