Overview:
Taxes are one of the most significant — and most avoidable — costs in estate planning. Without proper structuring, a substantial portion of what you've built over a lifetime can be lost to federal and state taxes before it ever reaches your family.

At Barrister, we integrate tax planning into every estate plan we build. We work closely with your financial advisors and CPAs to ensure your legal structure and your financial strategy are fully aligned — because one without the other leaves money on the table.

Our tax planning services include:

• Federal and California estate tax analysis

• Gift tax planning and annual exclusion strategies

• Irrevocable life insurance trusts (ILITs)

• Charitable remainder trusts and donor-advised funds

• Generation-skipping transfer (GST) planning

• Business succession and valuation planning

Whether your estate is straightforward or complex, we build a structure that minimizes your tax exposure and gives your beneficiaries the most complete inheritance possible.