San Jose, California, Tax Planning Attorney
Proper estate planning can also minimize the tax burdens on your estate. With a strategic and experienced tax planning lawyer, you can create an estate plan that will minimize your tax burdens through careful planning and the choice of optimal estate planning techniques. My name is Robert A. Froehlich, and as your attorney I will keep you informed of any income tax ramifications as well as provide you with the counsel and guidance you need to preserve your future estate. I have an LLM in taxation and have 30 years of experience with tax planning solutions as well as the handling of tax issues in probate and trust administration.
A comprehensive estate plan can minimize the tax burdens on your estate. Contact Robert A. Froehlich, Attorney at Law for a free consultation.
Certain estate planning techniques can be employed to minimize or defer the recognition of your income. From your initial consultation through the entire estate planning process, I will work with you to create a tailored tax planning strategy for your personal estate. I can also help you modify an existing estate plan to account for changes in current tax law.
In addition to helping you create a new estate plan, I can also help you review or modify existing wills or trusts or to update older documents to reflect current changes in tax law.
I will take the time to understand your objectives and also structure a plan that will accommodate your immediate and future needs. As an attorney with significant and extensive experience with both state and federal tax laws, I will strive to minimize any tax burdens to ensure that your beneficiaries receive the maximum amount possible from your estate.
I have experience with the following tax planning devices:
- Estate planning (tax benefits of a living trust)
- Tax-exempt trusts (tax-free exchanges from real estate to stocks or CDs)
- Gift tax planning
- Income tax planning
- 1031 tax-deferred real estate exchange alternatives
- Limited liability companies (LLCs), family partnerships and corporations
- Family foundations
Every estate plan is different and requires a unique approach to address the various needs of every client. I will use experience and strategy to create an effective tax plan for your estate and your beneficiaries.
Contact Robert A. Froehlich, Attorney at Law for a free consultation with an experienced San Jose, California, estate planning, tax planning and probate lawyer.
