Estate and Gift Tax Planning Attorneys

Protecting your legacy starts with a smart tax plan. At Wade Law Offices, we help individuals and families throughout California and Washington minimize estate and gift taxes, take advantage of available exemptions, and ensure that your wealth passes to the people and causes you care about most.

Our estate and gift tax attorneys create customized strategies that reduce tax liability, protect family assets, and ensure compliance with complex federal and state tax laws. With advanced degrees in taxation and years of planning experience, we provide clear guidance and effective solutions for even the most complex estates.

Why Estate and Gift Tax Planning is Essential

Estate and gift taxes can take a substantial portion of your assets if not properly managed. The federal estate tax exemption, annual gift tax exclusion, and generation-skipping transfer tax (GST) all have strict rules and filing requirements. Without the right planning, you could:

  • Pay unnecessary taxes that reduce your heirs’ inheritance

  • Miss out on lifetime gifting opportunities

  • Trigger audits or IRS inquiries

  • Leave your beneficiaries with complicated tax problems

We work with you to structure gifts, trusts, and transfers in a way that maximizes tax savings, protects your assets, and ensures a smooth transition of wealth.

Comprehensive Estate and Gift Tax Planning Services

At Wade Law Offices, our services include:

  • Estate Tax Planning – Structuring your estate to maximize exemptions and minimize federal and state estate taxes.

  • Gift Tax Planning – Leveraging the annual gift tax exclusion and lifetime exemption to transfer wealth during your lifetime.

  • Generation-Skipping Transfer (GST) Tax Planning – Designing tax-smart transfers to grandchildren and future generations.

  • Tax Return Preparation – Preparing and filing estate, gift, and GST tax returns accurately and on time.

  • Asset Valuation Coordination – Working with qualified appraisers to determine defensible asset values for tax reporting.

  • Property Tax Planning – Coordinating strategies to limit property tax increases when transferring real estate.

Our Process for Minimizing Estate and Gift Taxes

  1. Assessment – We review your current estate plan, assets, and potential tax exposure.

  2. Strategy Development – We design a personalized tax plan that uses all available exemptions, deductions, and planning tools.

  3. Implementation – We prepare and file all required documents, coordinate with appraisers, and set up trusts or entities as needed.

  4. Ongoing Review – We monitor tax law changes and adjust your plan to ensure continued compliance and maximum savings.

Why Choose Wade Law Offices for Tax-Smart Planning

  • Experience with Complex Estates – From modest estates to multi-million-dollar portfolios, we know how to structure plans that protect wealth.

  • Advanced Tax Knowledge – Many of our attorneys have Master’s degrees in Taxation.

  • Personalized Approach – Your plan is tailored to your unique goals, family dynamics, and assets.

  • Proven Track Record – We’ve helped clients successfully transfer wealth while avoiding unnecessary taxes and IRS complications.

Secure your legacy and reduce your tax burden. Contact Wade Law Offices today to schedule a consultation and learn how our estate and gift tax planning services can protect your wealth for future generations.

TALK TO AN ATTORNEY

We proudly serve clients throughout California. We are pleased to offer free consultations in all the areas of law that we practice. Set up a time to meet with us to learn how we might be able to help you take care of your estate planning, business and asset protection needs.