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San Jose Family Equity Sharing Lawyer

Creative Real Estate Sharing Strategies

Residential property in California costs more than in most areas of the country, making it difficult for younger generations to become homeowners. Older generations, on the other hand, may find that property values have increased to the point where a significant portion of their net worth is tied up in real estate.

These are just two situations in which an estate planning attorney can suggest creative real estate or equity sharing strategies to be used by individuals and their adult children.

As a lawyer with a Master of Laws degree in taxation and an estate planning attorney with more than 30 years of experience, I have been able to help generations of clients successfully deal with real estate and transfer of equity goals.

To maximize tax advantages and share real estate, contact San Jose family equity sharing attorney Robert A. Froehlich or call 408-293-0463 for a free initial consultation.

California Income Tax Planning Lawyer

All parties can benefit if parents choose to help their adult child buy a home.

  • Estate taxes can be avoided by sharing equity prior to retirement or death
  • Income tax rules allow for both parties to benefit from tax deductions and savings
  • Equity can be protected in the event of a younger generation loan default, bankruptcy or divorce
  • Adult children can become homeowners
  • Elderly generations can pass along assets and witness the happy results
  • Inheritance can stay in the family

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.