Estate Planning

LevitZacks is dedicated to assisting you with efficient intergenerational transfers of wealth and accomplishing your other lifetime objectives, including achievement of your philanthropic goals.  As one of the few public accounting firms in San Diego with tax attorneys on staff, we offer comprehensive estate planning services to help you maximize the tax-efficiency of your estate. From design and planning to compliance, your legacy is in good hands with us.

  • Our services include:
    • Transfer tax minimization strategies
    • Coordination of long-term strategies with current tax planning
    • Liquidity planning for large estates
    • Thought leadership in sophisticated areas of estate planning
    • Representation in estate and gift tax audits
    • Maximization of income tax basis for future generations