San Diego, California, Wealth Protection Lawyers
It can take a lifetime to build a nest egg to achieve financial security or build from modest to substantial the estate passed to you by your family. If you want to protect your estate and allow your family to benefit from your hard work, you need an attorney dedicated to protecting your assets from excessive taxes, financial predators, green-mail lawsuits, the irresponsibility of children and the expenses of aging. The experienced attorneys at Weissler Law Group are committed to helping you build and protect your wealth while bringing into being your vision for your family.
We are committed to working with our clients to protect their wealth, handling legal matters in a variety of practice areas for our clients including the following:
Taxation Law
Tax planning is an integral part of helping people build and preserve wealth. Facing a government hungry to collect extra tax dollars from families and businesses, tax defense has become an important part of keeping from become a victim. Our experienced attorneys handle a broad range of taxation matters for our clients including:
- Tax optimization/tax reduction planning
- Wealth transfer - estate and gift tax planning
- International Wealth Transfer and International Income Taxation Planning
- Planning for non-U.S. nationals with U.S. Income & Assets
- Tax Defense - tax litigation (California & Federal Appeals and Tax Court Representation)
Estate Planning
Estate planning can be as complex or as simple as you want it to be. Ultimately Estate Planning is about four things: 1) Controlling your assets, 2) Transferring your assets, 3) Protecting Your Assets from Taxation, 4) Preventing Family Conflict.
These four factors are made challenging by complicated and changing family circumstances. It is a difficult decision to determine whether a child or grandchild needs to be protected. (for their own good). It is challenging to decide what is right or fair when dividing assets between children with different levels of ability, achievement and financial circumstances. It is difficult to decide to take the actions needed to prevent the probate process and the Federal Death Tax from making the IRS, the Court System and your Probate Attorney your biggest heirs.
We are a law firm who will listen to what is important to you, design a plan which achieves your goals, custom craft documents to meet your needs and take the time to explain and train you to make certain that our work for you is consistent with your beliefs and will successfully achieve your goals. Our attorneys are experienced in using a large array of techniques to help our Clients reach their planning goals. We are devoted to bringing to life and keeping alive our Clients visions for their families.
Probate and Estate Administration
The transfer of assets after the death of a family member can be as stressful and divisive as a divorce. Too often adding to those stresses, the Probate process is a litigation oriented process which in our opinion encourages conflicts and confrontations. Choosing the right law firm can reduce the amount of pain and conflict which arises when dealing with a deceased family members assets.
Both the wealth transfer tax (estate tax) and income tax systems are filled with traps affecting the transfer of assets during lifetime and at death which can blind-side the unwary. Failure to recognize these traps can cost families their businesses, their homes and their vision for their children, grandchildren and favorite charities. Although the greatest savings can be had by pre-need planning we can often gain substantial tax savings for our clients after a death by exploiting opportunities made available under the Internal Revenue Code, Regulations and under taxpayer favorable Court cases.
In helping our clients through probate proceedings and estate administration we have three goals: Our first goal is to move the probate or estate administration along and conclude the process as quickly as is prudent. Our second goal is to help minimize the natural family conflicts which are fanned and inflamed by California's probate and estate administration systems. Our final goal is to minimize current and future taxes so that our clients get to keep more of their inheritances.
We are dedicated to minimizing the impact estate administration and the tax system have on those things our Clients and their families value.
Asset Protection
In these hard economic times, proper asset protection is more important than ever. It seems that Predators are more and more often using the legal system to extort money from blameless families and businesses. Too often, people in dire financial straits look to victimize others to replenish their bank accounts. Personal injury claims always go up when times are hard. During tough times too many ordinary business disagreements escalate and become business threatening lawsuits. Most attorneys earn their living soley by suing and threatening to sue others.
When times are tough, insurance premium dollars become dear, making it harder to maintain enough insurance to protect against ordinary risks, never mind the unexpected. You need a law firm who can help you prepare in advance to survive attacks from predators, competitors and the unexpected. We are experienced in creating custom structures, domestic, and offshore trusts to provide safety and protection in uncertain times.
Nursing Home Protection
As we age, and we watch friends and family age it easy to worry about what would happen to ourselves or our spouses if we become ill or injured and loose our independence. What if taking care of us is too much for our spouse to physically manage ? Will our needs wipe out our savings and leave our spouse in need ? Will we be a physical or financial burden on our children?
Without proper planning an extended nursing home stay is a financial catastrophe for most families. You need an Attorney who can protect you, your spouse and your nest egg. Through advanced planning worries can be laid to rest and family nest eggs can be preserved. Even on the eve of nursing home need, our Attorneys are often able to protect a well spouse against impoverishment. To protect your family against nursing home costs you need to take control. You need to act before your financial resources are drained. The further in advance you act the greater the degree of safety you can attain for yourself and your family.
California recently enacted its most substantial changes to the nursing home benefit rules since 1983. We are prepared and trained to help families minimize the financial impact of the new rules. Our Attorneys are armed with analytic tools, techniques and strategies which are effective under the new Federally mandated California benefit qualification rules. Families are at great risk consulting attorneys and firms who have not kept up to date. Unfortunately, many old established techniques for sheltering family assets are no longer effective. We invest time every week to keep up to date to make certain that we are able to provide our clients with reliable up to date guidance and protection.
We are committed to helping our clients maintain their dignity, protect their spouses and preserve their assets against the financial ravages of aging.
Business Representation - Helping Businesses Start, Grow & Succeed
The failure to seek timely legal counsel is one of the costliest mistakes a business can make. We help businesses succeed from start to business succession, offering experienced counsel for a variety of business needs, such as:
- Business Organization - Incorporations and LLC Formations
- Business Tax Planning
- Agreements between Business Co-owners
- Sales Contracts, Order and Invoice Forms
- Business to Business Agreements
- Business Relocation and Entity Reincorporation
- Business Succession Planning
- Mergers
- Dissolution and windup
We look forward to working with you to protect your family and your financial future. Contact us today to discuss your situation with an experienced attorney.
Weissler Law Group
2635 Camino Del Rio South
Suite 301
San Diego, CA 92108
Telephone: 619-281-1888 | Fax: 619-281-3888
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