Orange County Estate Planning Lawyer

Helping You Plan for the Future
At the Tax Law Offices of David W. Klasing in Irvine and Westwood, I represent estate planning clients throughout Los Angeles County, Orange County and the surrounding California counties.

I can ensure that your final wishes are honored and help you provide for your loved ones in your absence. Combining skills and knowledge, I am committed to helping you preserve your wealth for future generations. Estate planning is an important process that can be compassionately and effectively handled by a knowledgeable lawyer.

I can help you with:

Representing the Executor/Trustee of an Estate
Different Types of Estate Planning Services
Wills and Trusts

Irvine & Los Angeles Probate Attorney

In addition to my legal credentials as an Orange County and Irvine, California, estate planning attorney, I am a Certified Public Accountant (CPA). With a master’s degree in taxation that is specialized in the Estate and Gift area and more than 20 years of experience, I can help educate you about estate and income tax consequences of estate planning decisions.

Diligence and Dedication

I strive to protect both the assets and family relationships of my clients. I work to find the optimal balance between income and estate tax considerations and a client’s personal considerations when developing an estate plan.

Among my services as your lawyer, I can help you
plan for estate and final income taxes in order to avoid passing them on to your heirs and loved ones.

Preventing Family Conflicts

With effective estate planning, I can help you prevent disputes among your family members concerning division of property and other matters.

If a dispute does arise between heirs or creditors, I am well-equipped to handle potential trust, estate and tax-related litigation.

I offer a wide range of estate planning services, including:

Planning and drafting wills
Drafting revocable/irrevocable trusts
Creating generation-skipping trusts and family dynasty trusts
Drafting living wills and living trusts
Estate tax planning
Heirship determinations
Utilizing tax-exempt organizations and foundations in the estate planning process
Charitable gift planning
Business succession planning
Integrating retirement plans into estate planning
Preparation of estate and inheritance tax returns
Preparation of family limited partnership and limited liability company tax returns
Independent estate administration
Probate and estate administration
Drafting durable powers of attorney and directives to physicians
Guardianship and conservatorship services

For all estate planning clients, my goals include minimizing tax liability, minimizing the problems and expenses of probate, reducing or eliminating capital gains on property transferred at death, ensuring property goes to the desired beneficiaries, and providing for adequate liquidity to cover taxes and other expenses at death.

Contact Us

For a reduced rate initial consultation about your estate planning issue, contact me online at my Irvine and Los Angeles (Westwood) estate planning offices or call 800.681.1295.