At Boyes Legal, APC, we assist high-net-worth individuals, families, and business owners in San Jose, San Francisco, and throughout California in protecting their assets, minimizing tax exposure, and passing on their wealth with confidence.
Our advanced estate planning services are tailored for individuals with complex financial profiles who seek more comprehensive solutions beyond a simple will or trust. If you’re ready to create a plan that does more—shielding your legacy from estate taxes, creditors, and probate delays—we’re here to help.
Schedule your consultation with an experienced San Jose estate planning attorney today.
Why Advanced Estate Planning Matters
If you’ve already created a basic estate plan—or if your assets have grown beyond simple wills and trusts—advanced estate planning offers strategic options to address:
- Estate tax exposure at the state and federal levels
- Creditor protection and liability risk
- Business succession planning for family-owned companies
- Long-term care planning without depleting your estate
- Multi-generational wealth transfer with control and intention
These strategies aren’t just for the ultra-wealthy—they’re for anyone who wants to ensure their family’s financial security while avoiding unnecessary taxes, legal fees, and conflict.
Our Advanced Planning Tools
Family Limited Partnerships (FLPs)
FLPs are powerful vehicles for transferring wealth while retaining control. You can gift limited partnership interests to family members at a reduced value, helping minimize estate and gift taxes while shielding assets from creditors or divorce.
Qualified Personal Residence Trusts (QPRTs)
A QPRT allows you to transfer your home to your heirs at a reduced tax cost, while still living in it for a set number of years. It’s an effective tool for freezing the value of your residence for estate tax purposes.
Irrevocable Life Insurance Trusts (ILITs)
By removing life insurance proceeds from your taxable estate, an ILIT helps ensure your heirs receive the full benefit of your policy. This strategy also provides immediate liquidity to cover taxes or debts when needed.
Charitable Trusts and Gifting Strategies
We offer guidance on Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and donor-advised funds to support philanthropic goals while securing valuable tax deductions.
What to Expect from Our Process
We take a collaborative and transparent approach to every estate plan we design:
- Initial consultation – Understand your current plan, assets, and family dynamics
- Custom planning strategy – We recommend solutions tailored to your needs and risk profile
- Implementation – We draft and execute all legal documents, often working with your financial advisors and CPA
- Ongoing support – We review your plan periodically to account for life changes and evolving tax laws
Real Client Results
Boyes Legal helped us protect our family’s business by utilizing a limited partnership structure, which saved us six figures in estate taxes.
Their guidance on a QPRT gave us peace of mind and allowed us to pass our home on to our children with significant tax savings.
Frequently Asked Questions
At what net worth level does advanced planning become appropriate?
While there’s no strict threshold, we typically recommend these tools for estates valued at $2 million or more, or for individuals with complex assets.
Can I change an FLP or ILIT after it has been created?
These tools are generally irrevocable to achieve their tax benefits, but some flexibility can be built in during setup. We’ll explain what’s possible.
Are these strategies only for older individuals?
Not at all. Many of our clients are in their 40s and 50s who want to plan proactively while asset values are lower and growth potential is high.
Related Services
We often combine advanced estate planning with the following services:
- Wills and Revocable Trusts
- Durable Powers of Attorney
- Special Needs Planning
- Probate and Trust Administration
Speak With a San Jose Advanced Estate Planning Attorney
Your financial future—and your family’s—deserves a plan that works for today and tomorrow. At Boyes Legal, APC, we help clients throughout San Jose and San Francisco preserve wealth and prepare for what’s next. Call us today to consult with a trusted California estate planning attorney.