Estate Planning

Estate Planning

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


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.

Attorneys in our Estate Planning Practice Group