CONTENTS

asset protection palo alto

Janet's free 6-page Update explains tax law changes coming Jan 1st, including:

  • Estate tax rules
  • GRAT rules
  • Intra-family loan interest rates
  • Fractional real estate ownership discounts
  • Transferring assets through sales rather than gifts

Fill the form to receive a copy by email now. I respect your privacy and never send unwanted email.

Certifications

Board Certified
Certified as a Specialist in Estate Planning and Probate Law by the California State Bar Board of Legal Specialization

LLM - Tax
Masters of Laws in Taxation, Golden Gate University

MBA
MBA, Golden Gate University

JD
JD, University of Denver Law

California State Bar
Member, State Bar of California

Colorado Bar
Member, Colorado Bar Association

Asset Protection Update from Bay Area Estate Tax Attorney Janet Brewer

Fill the form to get my free year-end Update by email~~>

palo alto estate tax attorney Now is the time to consider tax-saving strategies. One crucial area involves large non-charitable gifts and gift taxes. If you give more than $1 million in 2010, the maximum gift tax rate is 35 percent. Next year it will jump up to 55 percent. Basically, 20 cents more on the dollar will go to Uncle Sam.

There are other asset protection options that may expire at the end of the year. Right now, when you give a family member a fractional share in a vacation house, for example, the Internal Revenue Service recognizes certain discounts that would tax the gift at substantially less than fair market value. That part of the tax law may change after December 31st.

The tax law on Grantor-Retained Annuity Trusts and intra-family loans may change too.

Thoughtful planning may take time and money, but it can also yield an excellent return. Taking action now could save 25 percent of whatever amount you give over $1 million, compared to the effects after Dec. 31st, 2010.

My 6-page Update provides more information. Just fill the form at right and I'll email you a copy now.

palo alto estate tax attorney

estate tax attorney

Planning for everything you own and everyone you love.

Janet Brewer specializes in thorough, knowledgeable estate planning for clients in the Palo Alto area and abroad. We recognize that responsible estate planning involves much more than simply preparing a will or a living trust. Sound planning can ensure your family's security; it can reduce your estate taxes and fees; it can even give you assurance that your medical care will be carried out as you intended while you’re still living. To book an appointment, please call 650.325.8276.

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Privacy

Please fill the form to get my free year-end Update by email.

I respect your privacy and never send unwanted email.

Special note to CPAs

Special note to CPAs, financial planners, enrolled agents, and  insurance professionals:

If you have a client who needs to get his or her estate planning in order, we would be delighted to work with you. Please click here for more information or call (650) 325-8276 today.