Wealth Transfer Planning

For many high net worth individuals and families, a basic estate plan is not enough. These clients may need additional wealth transfer planning to effectively achieve their personal, charitable and financial goals. The attorneys at Weinstock Manion incorporate creativity with advanced planning techniques to maximize wealth transfer and minimize taxes. In every case, we consider the unique aspects of the estate, and customize a comprehensive plan that is fully consistent with the client’s personal goals and objectives.

Customized Wealth Transfer Solutions

While wealth creation can be complicated, clients have three basic options when it comes to wealth transfer:

  1. Leave your estate to family and/or friends;
  2. Leave your estate to the community through one or more charities; and/or
  3. Leave your estate to the government through the payment of transfer taxes.

For over 60 years, we have been counseling clients on their options and helping them to establish custom-tailored plans to achieve their particular objectives. Combining our comprehensive knowledge of the law and legal strategies with innovative planning solutions, we develop just the right plan to achieve each client’s personal goals. A comprehensive plan may incorporate Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Lead Trusts and Charitable Remainder Trusts among many other strategies and techniques.

At Weinstock Manion, we understand that significant wealth can lead to complex personal and financial issues and result in family conflict. Our goal is to help our clients implement wealth transfer plans that minimize potential conflicts while promoting enduring legacies for generations to come.

Collaborating for Success

At Weinstock Manion, we make a concerted effort to educate our clients and other professional advisors on the factors that should be considered in long-term wealth transfer planning. Several of our attorneys are regular instructors of advanced estate planning techniques at UCLA Extension and lecture at major tax and estate planning institutes. Our teaching raises awareness and spreads the knowledge that has helped us effectively resolve our clients’ needs for over five decades.

Weinstock Manion is one of Los Angeles’ leading law firms, providing personalized and customized services to high net worth individuals and their families in the area of wealth transfer. Contact us through our website, or by phone at (310) 553-8844.

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Call (310) 553-8844