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Thousand Oaks High Net Worth Estate And Life-Care Planning Lawyer

For many, a simple will is enough for the succession of assets in the event of death or incapacitation. For higher net worth estates, however, this can leave your property susceptible to excessive taxation, as well as create more opportunity for disagreements among family members if your wishes are unclear. In these circumstances, an experienced lawyer can provide the advice and guidance you need to create a comprehensive estate plan.

At Panitz & Kossoff, LLP, we offer professional estate planning representation to clients throughout Southern California. Our firm regularly advises and assists affluent families with sophisticated planning strategies, including establishing:

  • Family limited partnerships, limited liability companies or other business succession planning
  • Personal residence trusts
  • Irrevocable life insurance trusts
  • Charitable gifting techniques to reduce federal estate taxes, gift taxes and generation-skipping transfer taxes

Knowledgeable Malibu Estate Preservation Attorney

Often, estate plans fail because documents are not reviewed by family members and other intended heirs until death or incapacitation has happened. At this point, no communication can take place between the testator and his or her beneficiaries. This is particularly important when dealing with high-value estates or business succession.

Attorney Kenneth W. Kossoff has extensive estate planning experience and has been an attorney since 1984. He will take the time to thoroughly review your documents and work with you to ensure that they are reviewed by intended beneficiaries. He understands that a gap can exist between what is put on paper and what will work in the real world and can advise on any modifications that will help your family with the probate process.

To talk to a Thousand Oaks high net worth estate and life-care planning attorney about your legal concerns, call 818-851-1972 or fill out our online contact form. Initial consultations are free.

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Panitz & Kossoff, LLP
5743 Corsa Avenue, Suite 208
Westlake Village, CA 91362
Phone: 818-851-1972
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