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Van De Poel, Levy & Allen, LLP Practice Areas
Estate Planning
Our goal is to assist clients in preserving and transferring wealth in the most efficient and cost-effective manner possible.

Our goal is to provide the highest quality legal advice regarding the transfer and management of our clients' wealth and administration of a decedent’s estate.  The Estate Planning practice at VLA differs from other firms in that the emphasis is on wealth maximization, rather than simply minimizing taxes. Our attorneys are well trained in the Estate Planning field and use the most up-to-date techniques to maximize wealth for future generations. This includes advising and creating family limited partnerships and LLCs, sophisticated life insurance trusts, dynasty trusts, grantor retained annuity trusts, and charitable reminder and lead trusts.

Estate Planning involves advisors from the various disciplines in financial planning. Our attorneys are adept at working with financial planners, accounting professionals and other advisors. In addition to working with our client’s outside professionals, we add the resources of our firm’s other practice areas to provide truly comprehensive Estate Planning. 

Estate and Trust Administration is another aspect of our Estate Planning practice and our attorneys can provide a host of administrative services including:

  • Post-mortem trust administration
  • Advising on Federal and California gift and estate tax returns
  • Gift and estate tax audits and related tax litigation
  • Administration of lifetime trusts and entities including family limited partnerships and LLCs.

Finally, our Estate Planning practice group has a strong group of litigators well-versed in representing fiduciaries and beneficiaries in trust and probate controversies.

Attorneys in our Estate Planning Practice Group:
Kelly Kilkenny
William E. Manning
Kara Ann Smith
Practice Areas:
Business & Commercial
Construction Law
Employment Law
Estate Planning
Personal Injury
Products Liability
Professional Liability
Real Estate Broker/Agent Malpractice
Real Estate Law
Transportation Law
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Van De Poel, Levy & Allen, LLP is an experienced AV-rated civil litigation and counseling firm offering responsive, highly-effective legal services for clients ranging from individuals to global corporations. With over 100 years of combined experience, our work demonstrates a philosophy of conscientious, results-oriented service and a focus on putting our extensive local expertise to work for the benefit of our clients.

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