Estate Planning Services

Practice Area
Our estate planning practice adds high value in situations that involve complex interactions between typical estate planning issues and business or family needs. Our goal is to develop a comprehensive plan that integrates techniques to deal with personal, tax and business issues.

The attorneys at Karlin & Peebles are not only experts in the law, they also bring proven judgment and perspective to each case. They invest time in understanding our clients’ individual objectives and creatively and carefully tailoring solutions to achieve them. Our lawyers have over 50 years of combined experience providing estate planning services, and Partner Jane Peebles is a Southern California Super Lawyer in the field of Estate Planning.

Our Clients

We represent high net-worth individuals and families, and in addition to this core client base, we also represent a number of entrepreneurs. We frequently represent clients facing complex or novel situations and those who can benefit from the sophisticated planning techniques we employ. We do not impose a minimum net-worth requirement, preferring to serve a range of clients whose needs vary at different stages of life.

We help our clients develop their thoughts on how and when to transfer wealth to children and grandchildren. Because of the rapid increase in many of our clients’ net worth, this transfer issue has become especially acute in recent years. Besides drafting trusts with terms appropriate for limiting and protecting the flow of wealth to children, we work with families to involve the children in family philanthropy.

Our Services

In addition to fundamental estate planning techniques, we have considerable background and experience in the following areas:

  • “Estate freezing” techniques such as Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs) and installment sales to “defective” grantor trusts
  • Asset value discounting techniques such as fractional interest discounts and discounts generated through use of limited liability companies (LLCs) and family partnerships (FLPs)
  • Business succession planning, including buy-sell agreements
  • Planning for a move to another state or country
  • International estate planning
  • Planning for distributions of retirement benefits
  • Planning for stock options
  • Community property planning
  • Asset protection planning through use of U.S. and offshore vehicles
  • Planning for same sex couples and other nontraditional families
  • Forming and advising exempt organizations and family charitable foundations
  • Acting as co-counsel with other lawyers to handle international planning matters

Our Clients’ Integrated Team

We work with our clients’ accountants, investment advisors, foreign counsel and other members of their professional team to provide coordinated planning to minimize estate, gift and income taxation while meeting personal planning objectives.

Contact Us

Contact Us Today

If you require assistance within one of our specialized practice areas or would like to inquire about our services, we invite you to contact our firm.