Estate Planning

Weintraub estate planners advise individuals and families in developing a plan to carry out their wishes in the conservation, management, and transfer of their assets and businesses.  Our attorneys strategically work to gain the maximum benefits from pertinent laws and minimize the estate tax, gift tax, property tax and generation-skipping transfer (“GST”) tax burdens associated with the transfer of wealth between generations.

Our estate planners have extensive experience with designing and implementing sophisticated estate, valuation, and philanthropic planning techniques, including such planning vehicles as family limited partnerships and limited liability companies, grantor trusts, life insurance trusts, charitable lead and charitable remainder trusts, and other charitable planning devices. Weintraub attorneys work with clients to integrate their business succession planning and retirement planning.

As a result of recent tax law changes, our planning strategies include full consideration of income tax basis and value appreciation in our clients’ various assets, and the potential for portability of our clients’ unused estate and gift tax exemptions.

Most Americans care very deeply about their legacies, both how family and friends will remember them and how heirs will benefit from the lives that they have led.  Yet the same studies show that less than half of Americans have created a will, and an even smaller percentage has put in place other important plan essentials such as a healthcare directive or durable power of attorney. Every day Weintraub estate planning attorneys work with clients to ensure that their wishes are carried out and that their families and heirs benefit not only from an inheritance but also from careful transition planning.

Webinar: Estate Planning in 2020 – What You Need To Know About Estate Planning Now

On May 6, Kay Brooks presented What You Need to Know About Estate Planning Now, hosted by the Capital Region Family Business Center.  This webinar covered important aspects of estate planning in 2020,

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28 Weintraub Attorneys Included in Sacramento Magazine’s Top Lawyers 2022

Weintraub Tobin is pleased to announce that 28 of its attorneys have been selected for inclusion in the Top Lawyers 2022 list from Sacramento Magazine. Ten of the listed Weintraub attorneys are recognized in multiple practice areas.

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Dead Men Tell No Tales and Other Issues with Contracts to Make a Will

First, what is a contract to make a will? A contract to make a will is exactly as it sounds.  It is an agreement to provide for a person as part of a decedent’s will. 

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Important Tax and Estate Planning Update

You may have heard by now that the Gift and Estate Tax exemption amount was increased by the Tax Cuts and Jobs Act of 2017, which became effective on January 1,

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