Post-Mortem Planning
If a loved one has died, contact Givner & Kaye immediatly. Time is of the essence.
(310) 207-8008
"After a loved one has died we help finalize the deceased’s estate, including establishing and funding the required marital, bypass and survivor's subtrusts and (upon the surviving spouse's death) preparing a schedule for the allocation of estate taxes and expenses among the beneficiaries."
We Review:
- IRS Form 706 (Federal Estate Tax Return)
- All Documents of The Estate
We Counsel:
- Fiduciaries on beneficiaries’ rights and interests, operating trusts in compliance with fiduciary laws and avoiding personal liability for their actions
- Families with the objective being to complete the necessary processes and achieve the family’s goals as quickly as possible
Read the client and professional testimonials on Givner & Kaye to see how our expert tax attorneys, estate planning lawyers and asset protection attorneys can help you to save money on taxes, make more money and gain peace of mind over all estate planning, tax planning, tax litigation and asset protection matters.
