Wealth Planning & Family Transfers

As you build wealth for yourself and your loved ones, you want to ensure your family is well-taken care of in the future. Many of us know the risks of families having great disputes over their deceased parents’ estates.

To avoid these unfortunate and often avoidable fights from happening to your family, it is critical to work with an experienced, proven estate and probate lawyer. This is especially true within California’s very complex trust and probate laws.

It is essential to get competent advice about estate planning. Below are some common topics your attorney might discuss:

Estate Tax

The estate tax is a financial charge on a person’s net worth when the person dies. Each person has an exemption (an amount that can pass free of estate tax). Everything above the exemption is subject to tax. An experienced and trustworthy attorney will consult with their clients with all probate and trust administration aspects. We will also help fiduciaries with tax activities for estates.

Gift Tax

Gift tax is a tax on the value of property transferred by an individual who receives less than fair value in return. Gift tax applies to transfers of any type of property.

Family Businesses

For family business owners, it is crucial to prepare a business succession plan to continue the family’s income and business success. Special attention should be paid to preventing conflict that could hamper a business’ ability to continue operations after you die. A business succession plan can be drafted in various ways, and a reliable attorney will be more than happy to assist you every step of the way.

Real Property

Real property, or real estate, can be a source of income and security. After your death, real estate can be a benefit or a burden to your family. Beneficiaries may fight to keep or liquidate a specific property. A lawyer can help to ensure your real property will be correctly directed.

How a Lawyer can Help

If you are looking for an estate planning attorney in Sunnyvale, a North San Jose Estate Planning law firm, or the sort, Contact Keyes Law Group, PC. They offer free 30-minute consultations. And with over a decade of experience in this type of law, you will be in great hands.


“Elijah was very helpful with editing our family trust after my wife passed away. He answered all my question in a timely manner and if he did not know the answer he found out quickly. He would take time out of day to reassure me that he had everything under control. He took his time to explain why he worded the trust the way he did and that I understood what it meant. Will use him again when the trust needs to updated.”

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“Elijah Keys is an excellent attorney. He is very knowledgeable about Probate Law and Estate Planning. He takes the time to thoroughly explain details in an easy to understand manner. I highly recommend him, you will be in very good hands.”

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Service was excellent! Knowledgeable and Experienced Attorney