Serving the San Francisco Bay Area

Sophisticated Wealth Transfer Strategies

Partnering with estate planning attorneys to implement GRATs, CRTs, IDGTs, estate tax portability, litigation support, valuation services, and succession planning—sophisticated techniques that minimize tax exposure while preserving wealth for high-net-worth clients.

Attorney Partnership Program
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Our Core Strategies

We specialize in seven core areas—GRATs, CRTs, IDGTs, estate tax portability, estate tax litigation, valuation services, and succession planning—combining sophisticated tax planning with expert execution for high-net-worth clients.

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Transfer appreciating assets to beneficiaries while minimizing gift tax exposure through structured annuity payments. Ideal for high-growth assets and volatile markets.

Charitable Remainder Trusts (CRTs)

Charitable Remainder Trusts (CRTs)

Generate income streams while securing charitable deductions and removing assets from taxable estates. Combine philanthropy with sophisticated tax planning.

Portability of Estate Tax Exemption

Portability of Estate Tax Exemption

Maximize estate tax savings for married couples by preserving and transferring the deceased spouse's unused exemption amount to the surviving spouse.

Intentionally Defective Grantor Trusts (IDGTs)

Intentionally Defective Grantor Trusts (IDGTs)

Freeze estate values while allowing asset appreciation to pass tax-free to beneficiaries. Grantor pays income taxes, further reducing the taxable estate.

Estate Tax Litigation Support

Estate Tax Litigation Support

Expert witness testimony and forensic accounting for contested estate matters, valuation disputes, and IRS audits through our Sullivan CPA practice.

Valuation Services

Valuation Services

Professional business and asset valuations for estate planning, gift tax reporting, and charitable contributions. Expert analysis supporting IRS compliance and audit defense.

Succession Planning

Succession Planning

Comprehensive strategies for transitioning family businesses and wealth to the next generation while minimizing tax impact and preserving family harmony.

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Professional Collaboration

Partnership With Estate Planning Attorneys

We provide comprehensive technical support and collaborative expertise to help you deliver exceptional results for your high-net-worth clients.

  • Comprehensive technical analysis and documentation
  • Collaborative case strategy development
  • Expert witness testimony and litigation support
  • Forensic accounting through Sullivan CPA
  • Ongoing professional education and resources
Learn About Our Partnership Program

Complementary Services: Our sister practice, Sullivan CPA, provides forensic accounting and litigation support services.

Deep Expertise in Complex Estate Planning

With decades of combined experience serving the San Francisco Bay Area's most sophisticated clients, we bring unparalleled technical knowledge to every engagement.

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Years of Experience

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Assets Structured

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Attorney Partnerships

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Complex Trusts Implemented

Professional Credentials

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)
  • California Society of CPAs Estate Planning Committee
  • California Society of CPAs Forensic Services Section (FSS)
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Serving the San Francisco Bay Area

Our deep understanding of California estate and tax law, combined with our knowledge of the Bay Area's unique wealth landscape, positions us to deliver exceptional results for your clients.

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Let's Discuss Your Client's Estate Planning Needs

We welcome the opportunity to collaborate with you on complex wealth transfer strategies. Contact us to explore how we can support your practice.

For Estate Planning Attorneys

Explore our partnership program and discover how we can enhance your client service capabilities.

Attorney Resources

For High Net Worth Individuals

Learn about our sophisticated wealth transfer strategies and how we can help preserve your legacy.

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