Estate Planning — Charitable Planning Lawyers in Los Altos
The estate planning attorneys at Kramer Radin, LLP help clients fulfill their estate planning goals and objectives, whether that involves supporting a charitable cause, transferring an interest in a business to the next generation, or protecting their hard-earned assets from potential liability. We welcome your inquiry regarding our estate planning services. Contact Kramer Radin, LLP to schedule a consultation.
We advise clients with charitable inclinations on ways to maximize the tax benefits of their contribution. Our attorneys have significant experience in the area of charitable planning.
Business Succession Planning and Wealth Preservation
We are frequently brought into the planning process when a closely held business is being sold or when a family member is retiring from the business and wants to explore business succession planning options. We structure tax-saving strategies to facilitate the orderly transfer of control and wealth to successive generations, including Buy/Sell Agreements and utilizing advanced planning techniques such as gifts of fractionalized interests.
In today’s litigious society, high net-worth individuals face an increased risk of exposure to liability. Our attorneys advise clients regarding wealth preservation strategies, in order to keep family assets in the family, provide for management of family assets, and to transfer family assets on a tax-favorable basis. We also advise clients regarding the use of irrevocable trusts.