Overview Business and Corporate Real Estate Transactions Construction General Litigation Real Estate & Title Litigation Estate Planning
Meet The Team Dominic V. Signorotti Tanner D. Brink Ericka L. McKenna Ryan W. Lockhart

 Estate Planning, Wealth Preservation & Tax

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At McKenna Brink Signorotti LLP, we help our clients achieve their planning goals by ensuring our clients understand the estate planning process. Proper estate planning provides confidence to clients that their affairs are in order in an efficient, law-compliant manner. We are experts in preparing estate plans for modest to high wealth clients.

In addition, we have specialized experience in wealth preservation and wealth succession. By providing cost-efficient counseling, we are able to minimize the cost and delay in planning for succession of businesses and/or wealth for multiple generations. 

We also have extensive experience in tax planning and controversy. Our tax planning practice includes business succession, individual and estate taxation, real estate transactions, tax deferred exchanges and property taxes. We strive to create and implement adaptive solutions to difficult tax planning issues. 

Families and business leaders in Northern California turn to McKenna Brink Signorotti LLP for counsel on the following estate planning, wealth preservation and tax issues:

  • Probate Avoidance Estate Planning. Planning for all types of family situations;

  • Wealth Preservation/Wealth Succession. Complex planning for high net-worth clients looking to transition wealth and/or business to the next generation;

  • Dynasty Planning (IDGT). Advanced estate planning tool for families who wish to provide succession planning for multiple generations;

  • Property Tax. Advice and counsel regarding property tax reassessment issues, transfers of property tax basis and property tax appeals with the county property tax appeals board;

  • Trust Administration. Services for post-death trust administration to implement the final wishes of the decedent;

  • Probate. Prepare and supervise the probate court proceeding to effectuate the final wishes of the decedent;

  • Trust Disputes/Will Contests. We represent trustees, beneficiaries or personal representatives in disputes regarding a decedent’s will or trust;

  • Asset Protection. Using advanced trust structures and business entities for maximum asset protection under California law;

  • Charitable Giving. Charitable gifts for income tax purposes, charitable trusts and private foundations;

  • Powers of Attorney. Preparation of durable, general or special powers of attorney;

  • Advanced Health Care Directives. Preparation of directives to loved ones in order for care needs and final wishes to be met;

  • Tax Planning. Analyzing tax issues and developing collaborative solutions; and

  • Special Needs Trusts. Preparation of code-compliant special needs trusts.

Reach out to us today to talk with Ryan W. Lockhart, the head of our Tax and Estate Planning group, or Ericka L. McKenna, the head of our Real Estate Transactions group.