Lee, Sperling, Hisamune Tax Consultants can help advise you on how to:

(1) define transfer tax planning goals for family, business, and charitable purposes (family aspects are especially significant, with multi-generational goals involving a parent or spouse, children, grandchildren, and generation skipping); and (2) devise solutions to achieve the results desired from estate and gift planning at optimal tax costs.

The Top Three Transfer Tax Planning Goals of Our Tax Consultants

Goal One: Preserving Family Wealth for Large or Small Estates

You can be confident that if you don't plan for the disposition of your assets the government will plan the disposition for you. After all, it costs billions to run a country the size of ours, even during the occasional cost-cutting exercise. Fortunately, Lee, Sperling, Hisamune offers an alternative: Instead of leaving your worldly possessions to Uncle Sam, let our Transfer Tax Planning Consultants help you keep them in the family.

Goal Two: Helping You Keep Assets in the Family at Minimum Cost

Your options are many, but it's not always clear which are best. For example, the tax rate structure for estate, gift, and generation skipping transfers is higher than the income tax rate structure for individuals. Effective income tax rates on trusts are also higher than individual income tax rates. Choosing the wrong options could expose your assets to the risk of excessive tax liabilities. Our professionals can help you make wiser choices.

Goal Three: Addressing Your Major Transfer Tax Planning Needs

Business Valuation and Transfer Considerations--Lee, Sperling, Hisamune provides the assistance you need to help preserve a family business. Our professionals can help you determine the value of your business and structure a transfer to minimize tax costs. We can also help you find ways to manage unique assets, and/or prepare a sound business succession plan.

The Key Word in Transfer Tax Planning is "Planning"

We customize your estate plan to your particular needs. As disturbing as it can be to think about death, there are, in fact, real benefits in the "here and now" for those who commit to the planning process. Thus we can assist in managing and conserving your estate (or that of your client)--sheltering it from excessive tax liabilities as much for your sake as for that of your heirs.

Looking beyond day-to-day concerns, we identity the most critical Transfer Tax Planning issues or opportunities. We devise the most efficient plan at the most cost-effective fee. And we help you achieve your desired results. In the process, you receive hands-on, personalized attention from knowledgeable, experienced Lee, Sperling, Hisamune planning professionals who:

• Provide advice that is not dependent on the sale of a financial product.
• Don't have to be brought up to speed on your financial objectives (since they prepare your annual tax return).
• Are better to integrate the tax aspects of your business with your personal estate plan.
• Don't take a back seat to anyone in their knowledge of corporate, real estate, and other areas of tax law
• Assist your other advisors in meeting your financial objectives.

We Can Help

There's no need to leave the disposition of family or business assets to the willing hands of Uncle Sam. Rely on our experienced and resourceful professionals instead. Find out more about our Transfer Tax Consulting Services.

For more information on our Estate and Gift Tax Consulting Services, please complete the information request form.

Lee, Sperling, Hisamune
550 North Brand Boulevard, Suite 525
Glendale, California 91203
Phone: (818) 507-6645 - Fax: (818) 507-7891
Email: lsh@leesperling.com