Orange County Estate Planning Lawyer
Utilizing Trusts in an Estate Plan to Protect Assets and Minimize Taxes
There are many tools available to an estate planning attorney which will help you protect your assets and avoid or minimize estate taxes. One of the most powerful tools a practitioner has at his or her disposal is a trust.
As a practicing attorney for more than 25 years, Marc Zimmerman understands how to use the tax code and trust instruments to best meet your estate planning objectives, including keeping as much of your estate in tact as possible.
He also understands that you may want to limit your current tax liability while you are still alive, and he can discuss strategies that will best accomplish your present and future goals.
For additional information regarding the benefits of retaining our services, please visit our firm overview.
For a free consultation to discuss your estate plan, with an experienced Orange County, California, attorney, please call us at 1-714-881-2582 or toll free at 1-866-586-1033.
Utilizing Trusts in an Estate Plan
Trusts are powerful instruments that can be used to protect your wealth and assets, as well as limit your tax liability. There are many types of trusts that can be used, depending on your objective(s), including the following:
- Revocable trusts
- Irrevocable trusts
- AB trusts
- Spendthrift trusts
- Family trusts
- Charitable remainder trusts
- Special needs trusts
- Supplemental needs trusts
- Generation skipping trusts
- Testamentary trusts
For additional information about estate planning and your trust options, or to discuss your particular goals with an Orange County attorney with more than 25 years of experience, please schedule a free confidential consultation by calling us at 1-714-881-2582 or toll free at 1-866-586-1033. If you prefer, you could fill out the intake form, and Attorney Zimmerman will contact you.
For assistance with your tax, bankruptcy or estate planning issue, choose wisely…
Choose Marc Zimmerman, Attorney at Law; LL.M in Taxation
Notice: This Web site is not intended to provide tax advice nor create an attorney-client relationship. To the extent this Web site does offer tax advice, such advice is not intended to be used, nor should it be used for the purpose of avoiding any tax-related penalties under the Internal Revenue Code Prior to taking any action, we recommend consulting our law firm or another tax professional.
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