A well structured trust is a central estate planning tool for small business and closely held family business owners to pass wealth and business interests to your heirs, beneficiaries and the next generation of your family while minimizing the impact of taxation and maximizing control.  The estate planning and trust attorneys at Allen Barron work to develop a uniquely tailored estate plan that preserves all of the wealth you worked so hard to develop and protect.  We help you to work through important decisions surrounding the division of property and assets while providing needed liquid assets for a surviving spouse.

Business succession planning ensures that your company is protected and that ownership and control of the company pass smoothly to your designated beneficiaries when the time comes.  Our seasoned tax attorneys provide insight and advice into the impact taxation may have upon your wealth and how to reduce or eliminate this burden altogether.  Business owners appreciate the convenience, efficiency and cost-effectiveness of utilizing a single source provider for the preparation of a trust, as well as all areas of concern including legal advice, business guidance and counsel, tax planning and accounting services.

If you have offshore assets or interests our experienced OVDP. FBAR and international tax attorneys will provide insight into the complications of FATCA, and help to develop a strategy that ensures compliance with the IRS and FBAR requirements while preserving and protecting all that you’ve built.  Learn about the protections of the attorney-client privilege and how that extends to all of the work we do on your behalf.  These protections are unavailable from CPAs, accountants, estate planning and wealth management professionals.

If you are considering a trust to pass wealth and business interests to  your beneficiaries while protecting assets and reducing tax exposure we invite you to contact us for a complimentary and substantial consultation at 866-631-3470.  We will work with you to develop a plan to accomplish your goals, provide peace of mind and a solid framework for managing the transition and ensuring that your intentions are fulfilled.

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.