estate planning

Providing services to protect the assets you earn from your business.

ICA provides counsel within a broad spectrum of tax and estate planning needs for small and medium sized businesses as well as the individuals and families involved in the business. Virtually all significant business transactions raise tax planning issues. In structuring these transactions, it is important to ensure that they are structured in the most tax advantageous manner, taking into account all federal, California , local, and international tax aspects. Because such structuring occurs in the ever-changing legislative, regulatory, and judicial environments, we keep abreast of such changes regularly.

We will also advise you on how to maximize the amount of wealth you pass to successive generations via your personal estate plan. We can strategically implement a variety of planning techniques, some of which may incorporate the charitable giving objectives of the client to significant tax advantage. Some of the more complex planning may utilize Revocable Living Trusts to pass income from assets through one or several generations with minimal estate tax, and sophisticated discounting techniques involving use of family limited partnerships, Irrevocable Life Insurance Trusts, inter vivos (lifetime) gifts, and charitable gifts to maximize family control over charitable giving. With the potential on the horizon for repeal of the federal estate tax, we advise and craft our personal estate plans with the potential for repeal in mind.

Our website is for general information only. The information presented is not legal advice, and your use of it does not create an attorney-client relationship, as we are not a law firm. Please read our TERMS & CONDITIONS for important additional disclosures and for information on terms and conditions of the use of this site, privacy, and security, as well as our disclaimers and protected rights. Any liability that might arise from your use or reliance on the information in or any links from this site is expressly disclaimed. The content of any communication you send to us via the Internet or through e-mail may not be considered confidential. Please be sure to also read our PRIVACY POLICY.

19200 Von Karman Ave, Suite 600
Irvine, CA 92612

                T: 949 622 5599    F: 949 269 6470

© 2017 International Corporate Advisors, Co. LLC.