Skillful Guidance Through the Trust, Estate and Tax Planning Process
Shustak Frost & Partners assists individuals in California with complex tax planning issues. We provide sophisticated tax structuring related to business operations, real estate transactions, tax-deferred 1031 exchanges and much more. We also offer highly experienced trusts and estate planning help for individuals and families in California.
Our San Diego trust and estate attorney, Besse M. Johannsen, holds an LL.M. degree in taxation from New York University. She maintains a strong focus on estate taxation. She has substantial experience in this ever-changing area of law and handles a full spectrum of cases, from counseling families that want to draft simple wills or trusts to representing high net worth clients seeking to shield significant assets.
At Shustak Frost & Partners, Ms. Johannsen and our team of successful legal professionals offer the highest level of representation coupled with close, personal service in matters regarding:
- Probate litigation
- Will drafting and review
- Will contests
- Powers of attorney
- Health care directives
- Estate freezes
- Family limited partnerships and LLCs
- Revocable living trusts
- Irrevocable trusts
- Life insurance trusts
- Irrevocable life insurance trusts (ILITs)
- Dynasty or generation-skipping trusts
- Grantor retained annuity trusts (GRATs)
- Qualified personal residence trusts (QPRTs)
- Intentionally defective grantor trusts and nongrantor trusts
- Tax reduction planning
- Charitable remainder, lead and foundation trusts
- Tax reduction planning
- Business succession
- Asset protection planning
- Credit shelter trusts (CST)
Contact a Tax Planning Lawyer in San Diego and Manhattan
Schedule a free initial consultation with our San Diego, California, estate planning attorney by calling Shustak Frost & Partners, a Professional Corporation, toll free at 888-748-8748, or contact us online. Se habla español / Nagsasalita kami ng Tagalog.
