Tax Planning Strategies
At Beach Cities Estate Law, we help high-net-worth individuals and families structure sophisticated estate plans that protect substantial assets, reduce or eliminate estate tax exposure, and ensure a smooth, thoughtful transfer of wealth across generations.
Led by Angela Bellanca Klenk — a Certified Specialist in Estate Planning, Trust and Probate Law — our firm is known for delivering technically precise, highly customized solutions with the warmth and personal attention our clients value. Angela’s unique combination of legal acumen and human empathy means we don’t just plan around the numbers — we plan around your life.
Common Questions We Help You Answer
- Will my estate be subject to estate taxes?
- How can I reduce the tax impact on gifts to my children or grandchildren?
- What’s the best way to transfer wealth during my lifetime?
- Do I need a GRAT, SLAT, ILIT, or FLP — and what do those mean?
- How can I prevent my property taxes from being re-assessed?
- How can I provide for future generations while maintaining control today?
- How can I support a spouse or child without adding to their taxable estate?
- What are the long-term benefits of lifetime gifting versus transferring assets at death?