| Thompson,
Welch, Soroko and Gilbert LLP has an active and sophisticated
practice in estate planning, trust administration, probate,
and related litigation, providing a broad range of services
to our clients. Our estate planning attorneys assist clients
to formulate comprehensive strategies for the disposition
of their assets that are designed to minimize the impact of
income, gift, estate, and generation-skipping transfer taxes
while maintaining personal financial security. Our practice
employs both traditional and cutting-edge strategies that
are carefully tailored to each client’s unique set of
financial and personal circumstances. We take pride in our
ability to offer our clients personalized and creative solutions
to their estate planning needs.
Where appropriate, we use an integrated approach
that combines estate and business planning. Our depth of knowledge
and experience in business, corporate, and partnership law
enables us to assist business-owning clients to plan for the
orderly transfer of ownership and management of the business
upon death or retirement.
Our attorneys are skilled and accomplished practitioners
in all aspects of trust and estate administration. We have
substantial expertise in post-death tax planning and experience
in handling proceedings before courts throughout California.
PRACTICE AREA
OVERVIEWS
Estate Planning
- Wills and living trusts
- Irrevocable life insurance trusts
- Grantor retained annuity trusts
- Educational trusts
- Charitable remainder trusts and other planned-giving
techniques
- Personal residence trusts
- Family limited partnerships and LLCs
- Durable Powers of Attorney and Advance Health
Care Directives
- Personal gifting strategies
- Business transfer strategies
- Generation-skipping transfer tax planning
- Retirement benefit planning
- Internal Revenue Service Ruling Requests
Estate and Trust
Administration
- Probate and trust administration
- Trustee and beneficiary counseling
- Post-death tax planning
- Preparation of gift and estate tax
returns
- Gift and estate tax audits
- Estate and trust related controversies
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