Personal Tax And Trust Planning In San Diego
- Tax planning for the many types of trust:
- Grantor Retained Trusts / (GRAT / GRUT)
- Charitable Remainder Trusts / (CRAT / CRUT)
- Charitable Lead Trusts / (CLAT / CLUT)
- Qualified Personal Residence Trust (QPRT)
- Irrevocable Life Insurance Trust (ILIT)
- Qualified Domestic Trust (QDOT)
- Intentional Grantor Trust (IGT)
- Asset protection trust
- Expert tax advice for which trust is best for your needs and how that will reflect on your personal income tax liability.
- Work with trust attorney partners to make sure you are receiving the best advice.
- Preparation of all necessary tax returns.
- Assistance with Internal Revenue Service and State examinations
