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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.

Want us to do planning?

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.

THE ICA PROMISE

We will help you learn about the offshore alternative and satisfy your demand for corporate and trust structures designed to protect your assets, in some cases minimize taxation and facilitate your international business.