Services

Estate, Gift and Trusts

Miller Kaplan Arase LLP’s estate, gift and trusts planning services offer an integrated approach that balances clients’ wishes for intergenerational wealth transfer and asset protection with parallel business and capital accumulation goals.

We work with high net worth individuals, many of whom we become familiar with through the tax, consulting and advisory services we provide for their companies and businesses.  Miller Kaplan has extensive experience managing the unique estate planning issues that arise in closely held and family-owned businesses.

Personalized Estate Plans and Trusts

Our partners, CPAs and financial planners provide a full range of estate planning and trust vehicles and strategies, including:

  • Trust Planning
  • Irrevocable Trusts
  • Qualified Personal Residence Trusts (QPRTs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)
  • Intentionally Defective Grantor Trusts
  • Life Insurance Trusts
  • Dynasty Trusts
  • Family Limited Partnerships (FLPs)
  • Annuities
  • Restructured Business Assets

When creating personalized estate plans for clients, Miller Kaplan seeks the optimal blend of tax minimization, flexibility and retention of asset control.  Our experience helps us guide clients in creating trusts and gift plans that address the full lifecycle of wealth management and transfer.

Issues we take into consideration when planning include risk tolerance and management, insurance planning and retirement goals, and regulatory compliance, along with upholding our clients’ wishes for their financial legacies.  Estate planning often requires coordination with our clients’ affiliated professionals, such as lawyers and investment advisors, and Miller Kaplan collaborates easily with existing teams of advisors.

Service Contacts

Barbara Kogen

Los Angeles


818.769.2010

Jude Damasco

San Francisco


415.956.3600

Julia Damasco

San Francisco


415.956.3600

Michael Kaplan

Los Angeles


818.769.2010