1299 Newell Hill Place, Suite 203, Walnut Creek, California 94596
925-947-1370 925-947-1370

Estate Planning

Cederborg & Bret LLP offers comprehensive, tax-sensitive estate planning services for clients located in the Bay Area. We utilize advanced estate and tax planning strategies to accomplish the goals and objectives of our clients while minimizing their tax implications. We recognize that every client’s situation is unique and we prepare every client’s estate planning documents accordingly. Our areas of representation include:

Wills, Trusts and Related Documents

We prepare individually tailored estate planning documents, including wills, revocable living trusts, general durable financial powers of attorney and advance health care directives. We advise our clients on the importance of properly titling assets and funding their trusts, and also offer trust administration services following the death of a trustor.

Advanced Estate Planning

We have extensive experience in the area of crafting tax-saving gift, estate and income tax strategies, including Charitable Remainder Trusts (CRT’s), Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs) and Private Foundations, including preparing and filing any required income and gift tax returns. We also offer comprehensive trust administration services during your lifetime, including preparing and filing any required income tax returns.

Charitable Planning

If you have charitable inclinations, or if you are contemplating the sale of an asset with a relatively low cost basis, and would like to minimize the capital gains tax consequences of the sale, our attorneys can advise you and assist you with the preparation of a Charitable Remainder Trust (CRT), Charitable Lead Trust (CLT) or a Private Foundation. We also counsel clients regarding charitable gifts to Public Charities and Community Foundations.

We welcome the opportunity to serve your estate planning needs. Contact the law offices of Cederborg & Bret LLP by e-mail, or call us at 925-947-1370 to schedule a complimentary consultation with one of our experienced estate planning attorneys.

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