TAX AND ASSET PLANNING

We are experts at resolving the complexities of probate, capital gains, corporate, and real estate at the local, state, and federal levels.

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ABOUT US

We develop solutions through a partnership that delivers.

Business Estate & Tax Attorneys, P.C., assists entrepreneurs, startups, investors, small businesses, with their legal, organizational and business operational needs. We provide reliable counsel to assist our clients with creating business strategies, building effective organizations, improving operations, and negotiating their ordinary course business agreements and buying and selling businesses. The right corporate counsel will not only help guide you through legal issues, but will also play a key role in ensuring the success of your business.

CONTACT US

Do you have questions about family planning, wealth transfer, business succession, creditor protection planning, insurance planning, or estate tax reduction?

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OVERVIEW

Here's everything you need to know.

Successful execution of tax and asset planning requires a lawyer with the right background and expertise. Founder Leighton A. Burrey heads this practice area for BETA Law. Leighton earned the highly regarded Tax LL.M. (a Master’s degree in tax law) with honors at Golden Gate University School of Law in 2013.

ASSET PLANNING

We understand the intricacies of asset planning for high-net-worth individuals and scenarios where both personal and business assets need to be considered simultaneously.

REGULATIONS AND TAX CODES

We constantly monitor changes in regulations and the tax code, so you can be assured that we are using the best tactics for your unique situation.

TAX STRATEGIES

Partnering with the right tax attorney can have a positive impact on the disposition of business and personal assets when the owner passes. BETA Law, under the direction of Leighton Burrey, helps clients mitigate negative tax burdens on assets by tailoring tax strategies that plan for the future.

PLANNING STRATEGIES

We always urge our clients to begin planning as early as possible as there is rarely a definitive timeline for when we need to have these issues settled for loved ones, business partners, and employees. Our winning planning strategies include:

  • Grantor Retained Annuity Trust
  • Intentionally Defective Grantor Trust
  • Gifting of Interest
  • Qualified Terminable Interest Property Trusts (QTIPs)
  • Qualified Personal Resident Trusts (QPERTs)
  • Charitable Remainder Trusts
  • Charitable Lead trusts

We're here to help.

Don’t let another day go by worrying that your assets are not protected. Our attorneys can provide you with the peace of mind you need to do what you do best, knowing your family and business associates will be taken care of in the event of your passing.