Thousand Oaks Estate Attorneys

Estate Tax Planning Services


We tailor plans specific to your situation to protect your most valuable asset – peace of mind. 

We are a team of local estate tax planning attorneys. Staker|Johnson consists of experienced living trust, probate & estate planning experts. Estate tax planning can be an important step for real estate investors & business owners who want to ensure their hard-earned assets pass to their heirs with minimal tax burden. 

As a law firm, we are dedicated to providing full scope estate planning services tailored to your family’s unique needs. It is our privelege to help you create an estate plan that protects your assets and provides greater security for your loved ones.

 

Comprehensive Solutions We Offer

For high net worth families, did you know that without proper planning, up to 40% of your estate could go to the IRS instead of your loved ones? 
 
While owning financial assets and real estate plays an important role in creating financial security, it can also create significant estate tax implications. We specialize in navigating the complexities of California’s estate tax laws. Our attorneys possess extensive knowledge of local regulations and court procedures specific to Ventura County.
 
 
The Estate Tax Planning process in Thousand Oaks can be straight forward with a trusted legal aid. For more information, see this page to learn more about services by our Estate Planning Attorneys.
 

 

To learn more about our legal services, or if you would like a free consultation regarding living trusts & estate planning, please do not hesitate to contact us at (805)482-2282, or e-mail us.

Why Estate Tax Planning Matters

Estate tax laws are constantly changing. The sooner you start planning, the more options you’ll have to minimize your tax exposure. The family partnership presents amazing planning opportunities. Here’s why acting now may be in your favor:

  • Lock in current exemptions before potential legislative changes
  • Maximize the power of compound growth in tax-advantaged structures
  • Provide clarity and peace of mind for you and your family

Our Approach to Estate Tax Planning 

Protecting your wealth from excessive taxation is one of the most important financial decisions you can make for your family’s future. We have been actively involved in helping families in Thousand Oaks for nearly 20 years. Don’t leave your hard-earned assets vulnerable to unnecessary estate taxes.

Our firm is dedicated to providing the local community with useful strategies in tax and estate planning law. Are you looking for assistance with your estate planning or estate planning for a family member or friend? Staker|Johnson specializes in living trusts, estate planning, probate matters, and trust administration.

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Estate Planning Focused on You

Meet Our Team

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Bring Peace of Mind to You and Your Loved Ones

Staker Johnson Law Corporation is a tax and estate planning attorney firm providing services for living trusts, probate and trust administration.

Living Trusts

A living trust is a legal document that replaces what you think of as your will. The living trust makes sure your assets go to the people you choose.

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Conservatorships

The conservatorship of the estate gives the conservator the right to manage the financial affairs of the conservatee.

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Tax Planning

Estate planning & strategic advisory for high net worth individuals seeking to minimize estate taxes. Family partnerships & more.

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Business Formation

Experienced in forming all business entities. Limited liability companies, corporations, and limited partnerships.

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Our firm proudly serves all of California but in particular the following Southern California and other Ventura County communities: Simi Valley, Thousand Oaks, Westlake Village, Agoura Hills, Moorpark, Camarillo, Fillmore, Ojai, Oxnard, Port Hueneme, and Santa Paula. 

Own a Home?
You Should Have a Living Trust

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Valued Client Reviews

Living Trusts

A properly drawn living trust assures that the surviving spouse will be cared for & also assures that children will receive their rightful inheritance.

Estate Planning

Maximize the wealth you pass on to your heirs instead of to the IRS or your creditors. The family partnership presents amazing planning opportunities.

Business Formation

Our firm partner Brandon P. Johnson can assist you in determining the best entity for your particular situation, helping you to avoid common pitfalls.