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San Jose Tax Planning Lawyer

Unavoidable Taxes? Think Again

Taxes are needed to pay for our schools and pave our roads, but that doesn't mean you should pay more than you owe. An experienced tax planning attorney can help you limit your tax exposure and avoid excess taxes, double taxation and other types of taxes including:

  • Gift tax
  • Income tax
  • Inheritance tax
  • Estate tax
  • Capital gains tax

I have been an estate planning lawyer in California for more than 30 years, and hold a Masters of the Law degree (LL.M.) in taxation. I have special computer modeling programs that help me determine likely tax rates over your life expectancy. Together, we can make smart decisions today that will effect your tax liabilities in the future.

The process begins with a detailed look at your 1040.

To avoid estate, gift, income and inheritance taxes, contact San Jose tax planning attorney Robert Froehlich or call 408-293-0463 for a free initial consultation.

Santa Clara County Gift Tax Planning Lawyer

A specific monetary amount can be given as a gift to people without triggering a gift tax. An individual can give $14,000 to any other individual. For example, Grandpa can give $14,000 to each of his 8 grandchildren and his 4 children. Grandma could also give $14,000 to the same 12 individuals. Together, they could give away $336,000 per year to family members without triggering a gift tax if they chose to do so.

Whether it is advisable to give $28,000 to a 16 year old is a separate question that I would be happy to discuss with you and offer options for your consideration.

There are a number of ways to manage your estate planning process while also considering the tax consequences. Other tax planning strategies include:

  • Charitable trusts to eliminate tax liability
  • Trusts to reduce federal estate taxes when the children inherit the estate
  • Predictive modeling to determine potential tax avoidance strategies
  • Living trusts to reduce current tax liabilities

More Than 30 Years of Estate Planning Experience

I focus my legal practice on estate planning, tax planning and probate, and would be happy to help you accomplish your legal objectives. Contact Robert A. Froehlich, Attorney at Law, for a free initial consultation or call 408-293-0463 to schedule an initial meeting.

Office Location

Robert A. Froehlich, Attorney at Law
96 N. Third Street, Suite 500
San Jose, CA 95112
Phone: 408-293-0463
Fax: 408-293-9514
Map and Directions

Located in San Jose, California, Robert A. Froehlich, Attorney at Law, does estate planning for clients throughout Silicon Valley and Northern California, including Palo Alto, Fremont, Mountain View, Los Gatos, Sunnyvale, San Francisco, Redwood City and Milpitas and elsewhere in Santa Clara County, San Mateo County, Santa Cruz, Alameda County and San Francisco County.