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Estate Planning

Thompson Welch Soroko and Gilbert LLP has an active and sophisticated practice in estate planning, trust administration, probate, and related litigation, providing a broad range of services to our clients. Our estate planning attorneys assist clients to formulate comprehensive strategies for the disposition of their assets that are designed to minimize the impact of income, gift, estate, and generation-skipping transfer taxes while maintaining personal financial security. Our practice employs both traditional and cutting-edge strategies that are carefully tailored to each client’s unique set of financial and personal circumstances. We take pride in our ability to offer our clients personalized and creative solutions to their estate planning needs.

Where appropriate, we use an integrated approach that combines estate and business planning. Our depth of knowledge and experience in business, corporate, and partnership law enables us to assist business-owning clients to plan for the orderly transfer of ownership and management of the business upon death or retirement.

Our attorneys are skilled and accomplished practitioners in all aspects of trust and estate administration. We have substantial expertise in post-death tax planning and experience in handling proceedings before courts throughout California.


Estate Planning

• Wills and living trusts
• Irrevocable life insurance trusts
• Grantor retained annuity trusts
• Educational trusts
• Charitable remainder trusts and other planned-giving techniques
• Personal residence trusts
• Family limited partnerships and LLCs
• Durable Powers of Attorney and Advance Health Care Directives
• Personal gifting strategies
• Business transfer strategies
• Generation-skipping transfer tax planning
• Retirement benefit planning
• Internal Revenue Service Ruling Requests
• Estate and Trust Administration

Probate and trust administration
• Trustee and beneficiary counseling
• Post-death tax planning
• Preparation of gift and estate tax returns
• Gift and estate tax audits
• Estate and trust related controversies

Our Attorneys That Will Assist You:

Wayne H. Gilbert
Lynda Kahane
Thea Beatie Eliot Suzanne C. Farley
Amy Leung