Brillant Law Firm
Preserving Wealth. Creating Value.
 
Brillant Law Firm
practice & industries
Wealth Planning & Administration

The focus of the firm’s trust and estate planning practice is to assist families and individuals in transferring their wealth and assets. Our job is to raise issues you have not thought about in order to preserve wealth and transfer assets consistent with your goals, desires, and personal values. When it is time to implement the planning and actually transfer wealth, you can rely on an efficient and effective transfer

Our services include:
  • Standard estate planning, including revocable living trusts, wills, advanced health care directives, powers of attorney, and transfers of assets to revocable living trusts.
  • Complex estate planning, to reduce the impact of the federal estate tax. Complex planning also includes strategies for Family Limited Partnerships and LLCs, Qualified Personal Residence Trusts, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, and Grantor Retained Annuity Trusts.
  • Administration of Trust and Probate estates in order to carry out the wishes of the family and to quickly transfer assets to the beneficiaries. Serving as a fiduciary in a trust or estate matter is a significant responsibility and with our help fiduciaries fulfill their legal responsibilities efficiently and effectively while minimizing the high risk of litigation. > Expert preparation of Estate
  • Expert preparation of Estate and Gift tax returns, which are critical tasks in implementing any trust or estate that is subject to the federal estate tax. Our firm has extensive experience in the preparation and defense of these specialized returns.

The firm is focused on preserving your wealth through the correct use of valuable estate planning.

The firm frequently collaborates with clients’ other personal advisors, including CPAs, accountants, life insurance representatives, financial planners, and other professionals.

Your estate’s risk of litigation is minimized by anticipating issues. With experience in trust and estate litigation and tax controversy, the firm provides comprehensive strategies to preserve your wealth while minimizing your exposure.

Providing a comprehensive strategy
Trusts & Estate Litigation
Wealth Planning & Administration
Tax Planning & Controversy
Business & Commercial Litigation
Real Estate
{ To Be noted... }
The federal state tax applies after $5,000,000 in assets on a per-person basis but that exemption amount is set to drop to $1,000,000 in 2013. The current federal estate tax rate is 35% but is set to increase to 55% in 2013.
2540 Camino Diablo, Suite 200 Walnut Creek, CA 94597 P925 274 1400 F 925 274 9696 Edbrillant@brillantlaw.com /brillantlaw.com
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The Brillant Law Firm provides effective and efficient litigation and transactional legal services
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