Advanced Estate Planning

Southern California: Advanced Estate Planning

At the law office of Oswald & Yap, we provide sophisticated estate planning and wealth transfer services for people throughout Southern California. We also assist offshore and international clients with assets in California.

Our firm is located in Irvine, California. To contact a lawyer at our firm about asset protection and wealth transfer plans that can help protect your family’s wealth, call 888.312.8923, or contact us by e-mail.

Our Experience

The head of our estate planning and tax practices group, attorney John Frederick Karch, is a licensed CPA. He holds a master’s degree in finance from Harvard and is one of a select group of attorneys who has also attained an LL.M in taxation. Mr. Karch has helped Fortune 500 companies with complex tax issues and has helped many clients with multimillion-dollar estates.

If you have significant assets which you want to preserve for your family, and not needlessly taken by federal or state government, we can provide assistance. We keep abreast of changes in the estate, probate and tax laws and have a variety of estate planning tools at our disposal which can help clients preserve their wealth and control dispositions as they choose to the people they love and cherish.

Some of the estate planning tools we use at our law firm include:

• Living trusts
• Pour-over wills
• Revocable and irrevocable trusts
• Investment trusts
• Grantor retained annuity trust (GRAT)
• Estate freeze mechanisms
• Other tax driven estate discounting devices

Contact Oswald & Yap

Large estates require the attention of an experienced estate planning attorney. If you need quality legal representation from an experienced estate planning attorney, we encourage you to contact Oswald & Yap.