Estate Planning
Fresno, California, 93704-2209
Estate planning is a continuing process that takes place in stages over the lifetime of an individual. The dynamics of estate planning include the acquisition, conservation, and ultimate distribution of assets. The estate planning process necessarily takes into consideration family structure and goals, the nature of the business organization (partnerships, corporations, etc.), business succession planning, strategies for saving income, gifts, and estate taxes, and asset protection from potential creditors.
Our Trusts & Estates Practice Group has extensive experience in assisting clients with their estate planning needs. They offer the following services:
Our tax litigation practice includes the representation of donors, fiduciaries, and beneficiaries in estate and gift tax audits, administrative appeals of proposed audit adjustments, court proceedings to challenge proposed deficiencies in estate or gift tax and penalties, and collection actions.