• Tax Planning


    California Estate Tax Attorneys

    The estate tax implications of any estate plan or asset transfer should be addressed by a lawyer experienced not only in the legal aspects of your situation, but also in the financial ramifications. At the Law Offices of Andersson & Andersson in Walnut Creek, California, our lawyers have more than 40 years of combined experience advising individuals and families on estate tax issues such as:

    • Estate and gift tax planning
    • Generation skipping transfer tax planning (GSTT)
    • Real estate exchanges
    • Creation of Section 529 educational plans and educational IRAs
    • Retitling of assets to avoid increased taxes and administrative expense
    • Avoiding capital gains tax on asset sales
    • Charitable planning, including the creation of specific vehicles designed to minimize taxes on capital gains
    • Testamentary charitable transfers
    • Tax planning for the sale and purchase of a business
    • Preparation of income, gift, and estate tax returns
    • Compliance with federal and state taxing authorities

    Our lawyers will help you identify potential tax pitfalls in your estate plan and then correct them before they result in costly and time-consuming litigation. With more than 35 years of experience in estate planning and tax law, senior attorney and firm founder Patricia Andersson is fully qualified not only to advise on you tax issues, but also to ensure maximum benefit for your heirs and beneficiaries. Our tax planning practice utilizes the most current strategies for tax efficiency, with lawyers engaged in ongoing professional development related to multi-generational tax issues and wealth counseling.

    For More Information

    Effective tax planning can help ensure that their wishes are implemented at the least cost to you and your heirs. For more information or to set up an appointment with our Contra Costa County tax-planning lawyers, call 925-935-1050 or fill out the contact form on this website.


    The lawyers at Andersson & Andersson serve clients in the San Francisco Bay Area of northern California, including Walnut Creek, Pleasant Hill, Lafayette, Orinda, Moraga, Danville, Alamo, Oakland, Berkeley, Concord, Martinez, Pleasanton, Hayward, Vallejo, Fairfield, Santa Rosa, Pittsburg, Antioch, Brentwood, Contra Costa County, Alameda County, Solano County, Sonoma County and Napa County.
    © 2024 by Law Offices of Andersson & Andersson. All rights reserved. Disclaimer | Site Map
    Site by: AhrensTech
    1600 South Main Street
    Suite 385
    Walnut Creek, CA 94596
    Phone: 925-935-1050
    Fax: 925-935-8007
    Map and Directions