Estate Tax Planning

Request A Case Evaluation Or Tax Resolution Development Plan

Get a Tax Resolution Development Plan from us first before you attempt to deal with the IRS. There are several options for you to meet or connect with Board Certified Tax Attorney Jeffrey B. Kahn. Jeff will review your situation and go over your options and best strategy to resolve your tax problems. This is more than a mere consultation. You will get the strategy or plan to move forward to resolve your tax problems! Jeff’s office can set up a date and time that is convenient for you. By the end of your Tax Resolution Development Plan Session, if you desire to hire us to implement the strategy or plan, Jeff would quote you our fees and apply in full the session fee paid for the Tax Resolution Development Plan Session.

Types Of Initial Sessions:

Most Popular GoToMeeting Virtual Tax Development Resolution Plan Session
Maximum Duration: 60 minutes - Session
Fee: $350.00 (Credited if hired*)
Requires a computer, laptop, tablet or mobile device compatible with GoToMeeting. Please allow up to a 10-minute window following the appointment time for us to start the meeting. How secure is GoToMeeting? Your sessions are completely private and secure. All of GoToMeetings solutions feature end-to-end Secure Sockets Layer (SSL) and 128-bit Advanced Encryption Standard (AES) encryption. No unencrypted information is ever stored on our system.


Face Time or Standard Telephone Tax Development Resolution Plan Session
Maximum Duration: 60 minutes - Session
Fee: $350.00 (Credited if hired*)
Face Time requires an Apple device. Please allow up to a 10-minute window following the appointment time for us to get in contact with you. If you are located outside the U.S. please call us at the appointed time.


Reduced Fee Face-To-Face Tax Development Resolution Plan Session (Irvine Office Only)
Maximum Duration: 60 minutes - Session
Fee: $350.00 (Credited if hired*)
Session is held at our main office. 15615 Alton Parkway, Suite 450, Irvine, CA 92618.


Standard Fee Face-To-Face Tax Development Resolution Plan Session (Any Location Outside Our Irvine Office)
Maximum Duration: 60 minutes - Session
Fee: $600.00 (Credited if hired*)
Session is held at any of our offices outside our Irvine office or any other location you designate such as your financial adviser’s office or your accountant’s office, your place of business or your residence.


Jeff’s office can take your credit card information to charge the session fee which secures your session.

* The session fee is non-refundable and any allotted duration of time unused is not refunded; however, the full session fee will be applied as a credit toward future service if you choose to engage our firm.

Our qualified will lawyers can structure living trusts, irrevocable trusts, charitable devises and bequests, and wills to maximize the transfer of assets to your beneficiaries. Thoughtful estate planning with the help of a California probate attorney can be a gift that saves your family confusion and disagreements at a time of grief.

The estate tax can take almost one-half of an estate without proper planning.This is why a tax attorney is so important. Under current law, the scheduled estate tax rates and exemptions as established on June 7, 2001 by President Bush under the Economic Growth and Tax Reconcilliation Act of 2001 are as follows:

Year Top Gift & Estate Tax Rate Gift Tax Exemption Amount Applicable Exclusion Amount GST Tax Rate GST Exemption Amount
2006 46% $1 million $2 million 46% $2 million
2007 45% $1 million $2 million 45% $2 million
2008 45% $1 million $2 million 45% $2 million
2009 45% $1 million $3.5 million 45% $3.5 million
2010 0 estate tax / 35% gift tax $1 million N/A 0 N/A
2011 and beyond 55% $1 million $1 million 55% $1 million (inflation adjusted)

An Orange County tax lawyer can help. We have extensive experience planning in this ever-changing rate and exemption environment. We can show you a range of estate tax planning techniques, from traditional planning all the way to aggressive plans that can significantly reduce the estate tax burden.

Business owners in particular should be concerned about the estate tax on the ability to keep a business within a family. A San Francisco tax lawyer can show business owning families many techniques that will allow businesses to be kept within a family.

For a prompt evaluation of your situation, we encourage you to complete our Estate Planning Questionnaire or call us toll-free at 866.494.6829 to reach a San Diego tax lawyer today.