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AREAS OF EXPERTISE
FEDERAL
AND CALIFORNIA ESTATE, GIFT
AND INCOME TAX PLANNING
I provide a complete range of
counseling, representation and assistance in matters involving federal
and California estate, gift, generation skipping, income and real
property tax matters. I am a member of the San Fernando Valley Bar
Association, the State Bar of California, the Estate Counselors
Forum, the National Academy of Elder Law Attorneys and the National
Association of Estate Planning Councils.
To encourage and facilitate
the client's understanding of the estate planning documents, when
I send a draft thereof to the client, it is accompanied by a letter
in "plain English" explaining the more important provisions of the
documents and their tax and legal effects.
When federal estate and gift
tax law changes, whether by legislation, court cases or Internal
Revenue Services changes in position, or when I become aware of
new thinking in the estate planning and tax literature which I read,
I accordingly change my forms. I then prepare an amendment to each
client's documents and sends the amendment to each client with a
clear and understandable explanatory letter.
To enable myself to be aware
of law changes and new thinking, I read four estate planning and
probate monthly, bi-monthly and quarterly publications and two national
weekly tax reports concerning statutory, case law and regulatory
changes. I also attend monthly meetings of the Probate and Trust
section of the San Fernando Valley Bar Association and the Estate
Counselors Forum. Additionally, I attend the annual University of
Southern California all day Trust and Probate Conference and other
continuing education estate planning, trust, probate and tax programs
sponsored by various professional and charitable organizations.
I also read the annual book published by the University of California
at Los Angeles concerning changes in estate planning law and thinking
and I listen to various audio tapes on new developments in estate
planning, probate and tax.
The Trust Agreements prepared
by my office are designed to afford a great amount of flexibility
to enable those who established the trust to accommodate changes
in the family needs and structure and the use of alternate estate
tax saving plans.
Main Menu | Areas
Of Expertise | Doron M. Tisser,
Of Counsel | Estate Planning
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