Estate Planning Legal Services

ESTATE PLANNING & TAXATION

Many of Steven K. Brumer’s areas of practice such as estate planning, probate, trust administration, taxation and bankruptcy are emotionally charged situations. They require an attorney with the heart of a counselor and the precision of a surgeon. With a background in psychology, experience in business and litigation, and the education and expertise to navigate the legal complexities of these topics, Steven K. Brumer is the best attorney to handle your case.

Estate Planning

No one likes to think about estate planning. But like many forms of insurance, estate planning is a must. If you don’t plan, the California legislature determines how your property is distributed, NOT you. If an estate tax remains on the books, you will have made no inroads toward avoiding or minimizing the extent to which your estate is subject to the tax.

Now more than ever with blended families and the like, we must take the responsibility to draft and prepare estate plans that meet our needs and fulfill our wishes. Brumer has many years of experience counseling clients in this area and can guide you through the process so that your assets are distributed according to your wishes and no critical decisions about your healthcare without your express guidance.

  • Selecting potential guardians for minor children
  • Drafting health care directives
  • Property distribution

Taxation

The tax law is vast and complex. It changes constantly. Steven K. Brumer is one of a handful of attorneys in San Diego to have earned the prestigious LL.M. degree in Taxation from the University of San Diego School of Law – a post-graduate master’s degree in tax law. No matter the type of taxation challenge you face, Brumer possesses the expertise and experience to help you take control of your tax situation.

  • Income tax
  • Business taxes
  • Franchise tax
  • Real estate taxes
  • Wealth transfer taxes: estate tax, gift tax or generation-skipping transfer tax

Call 858-720-8250 to schedule a FREE, no obligation 30-minute consultation with an expert attorney.

 


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