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Our goal is to provide the best quality of legal advice regarding the transfer and management of our clients' wealth and administration of a decedent’s estate.  The Estate Planning practice at Van De Poel, Levy & Allen, LLP differs from other firms in that the emphasis is on wealth maximization rather than simply minimizing taxes.  Our attorney’s 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.

As Estate Planning involves advisors from the various disciplines in financial planning, our attorneys are adept in 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.  

Learn more about the attorneys in our Estate Planning Practice Group:

• Jay Van De Poel, Jr.

• Kara A. Smith
• Kelly Kilkenny

Read our Estate Planning Article:
• Estate Planning Overview