Wealth Transfer

Planning and Facilitating the Transfer of Wealth

Most people spend a great deal of energy over the course of their adult lives to accumulate an estate. However, without planning and foresight, when it comes time to transfer those assets to a new generation much of that wealth can be taken in taxes or consumed in legal disputes.

Jones & Kindelan helps clients transition their businesses, assets, and estates in a smooth and efficient manner through a variety of estate planning techniques. When it is an objective of the client, we will recommend tax minimization strategies available under the law. Our experience and cost-effective services may assist in maximizing the assets that the intended beneficiaries receive. We can also structure asset transfers to achieve non-pecuniary goals such as preservation of equity and the protection of the beneficiaries' interests against judgment creditors or marital dissolutions.

Jones & Kindelan provides advice and services in all types of wealth transfer mattes, including:

Estate planning
Tax minimization strategies
Revocable trusts
Irrevocable trusts
Business succession planning
Gifting to individuals
Charitable giving
And others

Call 858-259-8221 to arrange for a free consultation. Our years of experience in wealth transfer matters could help you achieve your goals.

Successful Business Transitions

Jones & Kindelan has advised numerous clients in all types of business matters including the operation of their businesses and strategic planning. We have found that the key to successful business transitions lies in careful planning, a sound strategy, and solid execution. It is far more cost efficient to prevent a problem through proper planning than to spend money trying to resolve a problem once it has presented itself.

The process starts by getting a clear understanding of your business, your family situation, your business partners, if any, and your goals. With many years of experience in estate planning and business law matters, the lawyers at Jones & Kindelan have the knowledge and tools needed to advise you as a business owner and to develop a successful transition plan when you are ready to sell or pass your business on to other members of your family. We will identify assist you in selecting the best plan for you in your situation, and then assist you in the implementation and execution of your plan. Depending upon the extent and nature of your business there are a number of potential succession arrangements you may wish to consider. Including family limited partnerships, limited liability companies and dynasty trusts. Your business or estate assets are the product of a lifetime of labor. Jones & Kindelan will work to achieve the successful transition of your business or assets in a planned and orderly manner, so that they can benefit your family for years to come.

For a free initial telephone or e-mail consultation with a wealth transfer lawyer at Jones & Kindelan, LLP in San Diego, California, call 858-259-8221 or contact us online.