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Estate Administration Lawyer

Awards & Recognition

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Table of Contents

    Navigating the complicated administrative duties associated with managing an estate can be overwhelming for those that are not trained in the estate and gift area of law. At the Tax Law Offices of David W. Klasing, we offer guidance to ensure a successful and smooth transition for those that assume the duty of Executor or Trustee of an estate. We make it our priority to protect both the assets and family relationships of my clients. Several considerations go in to planning and managing an estate and it is my job as your estate administration lawyer to help find the optimal balance between the personal and tax related matters that administration trustee

    Unique Experience as a Practicing Probate Attorney and CPA

    As a Certified Public Accountant with over 20 years experience I am uniquely qualified to tackle the often perplexing and seemingly endless forms, files, and deadlines that accompany the effective management and closing of an estate. I earned my Master’s degree in taxation with an emphasis in estate and gift taxation. During my years in practice as a CPA I regularly prepared Form 706 Estate tax returns as well as Form 709 Gift tax returns.

    Probate Solutions

    While pursuing my law degree, I concentrated on such courses as California Community Property, Trusts and Estates, and Property law, which compliments my professional background and enables me to provide a variety of services under one roof. This makes it convenient for clients that may seek answers for questions occurring at all phases of the estate administration process.

    Additionally, engaging the Tax Law Offices of David W. Klasing is cost effective because having knowledge of both the legal and financial sides cuts down the added expense of having to spend time communicating and coordinating with other professionals working on the estate. The natural result is savings to the clients that preserves more of the estate for beneficiaries and heirs.

    Questions and Answers About Estate Executer and Trustee

    Estate Administration Dedication

    My impeccable work ethic and advocacy has earned my practice accreditation from the Better Business Bureau, which makes a commitment to ensure client satisfaction. Further, I have earned a superb 10.0 rating from the attorney rating website Avvo that measures among other things, experience, industry recognition, and professional conduct.

    estate administration lawyerAs an experienced estate administration lawyer, I have the knowledge and experience needed to effectively explain estate ax issues to my clients. A working knowledge of the process ensures client satisfaction and eliminates confusion. By keeping clients reasonably informed I am guaranteeing my diligence and follow through

    Tax Help Videos

    Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

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    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    (702) 997-6465
    (786) 999-8406
    (385) 501-5934