TRUSTS AND ESTATES
Estate Planning
Jarvis & Krieger serves individual clients who seek to transfer assets
efficiently to their chosen beneficiaries. As a part of our estate planning
services, we also consider the impact of federal income, estate, gift, and
generation-skipping transfer taxes on the transmission of wealth. We
often help our clients achieve tax savings by establishing trusts for the
benefit of family members. We also advise our clients about the many
forms of charitable giving that may be used to reduce taxes.
Planning of this nature includes providing for the special needs of family
members, protecting the family assets, and assuring professional
management of these assets.
Our lawyers assist our business clients in transferring ownership and
control of their businesses efficiently, using restrictive shareholder and
partnership agreements, reorganization of corporations, operating
agreements of LLCs, and a variety of other strategies.
Estate Administration
We advise executors and trustees about administration of estates and
trusts and guide them in all aspects of fulfilling their responsibilities,
including advice on income taxation of estates and trusts as well as gift
and estate taxation.
We represent clients in resolving will disputes, interpreting wills and
trusts, and related litigation.
JARVIS & KRIEGER
Main Office 5199 East Pacific Coast Highway Suite 510 Long Beach, California 90804 (562) 597-7070 Fax: (562) 597-7772
Newport Beach Office 1200 Newport Center Drive Suite 200 Newport Beach, California 92660 (949) 200-7611
Anaheim Office 125 East Commercial Street Suite A Anaheim, CA 92801 (714) 738-9300
Las Vegas Office 2620 Regatta Drive Suite 102 Las Vegas, NV. 89128 (702) 430-9123
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JARVIS & KRIEGER
Main Office: 562.597.7070