Not every estate planning attorney understands trust administration and the special tax rules. Bartsch Law has special expertise in this area. In fact, because of the impact Estate Planning and Trust Administration have on one another, we find that keeping both services in-house enables us to be more thorough and comprehensive in the planning and administration in both areas. It’s one more way we can look out for the best interest of our clients.
Minimizing Tax Exposure
An experienced Trust Administration attorney can advise the Trustee on the best way to avoid unnecessary tax, reassessments, or other undesirable consequences. “Wealth Transfer Taxes,” such as estate taxes and gift taxes are regulated by a series of complex laws and tax codes, and it’s imperative that the guidance you and your Trustee receive is accurate and up-to-date. Once you have passed, some post-mortem planning is possible but there are limits.
We provide guidance and assistance to our clients and their successors, helping them to protect and preserve their estates and assets. If you currently are without a trust, or if you have a trust already that needs updating, give us a call and let’s talk about what we can do for you.
Contact Rosmary Bartsch to discuss your trust administration needs. Bartsch Law services the entire East Bay area including Pleasanton, Livermore, Dublin, and Danville.