Sunnyvale Estate Planning Services

Family Protection Trusts, Probate, & Prop 19 Lawyers in Sunnyvale, CA

There is no estate plan that works for every family or every situation. Instead, the right approach to estate planning is to begin with your intent—what do you want? What are the outcomes you would want to see at the end of your life, or beyond? Our job is to design the estate plan that puts you on that path.

At Gilfix & La Poll Associates LLP, our estate planning attorneys in Sunnyvale have provided our clients with life-changing estate management solutions since 1983. We’ve helped our clients craft all kinds of planning tools, including living wills and trusts, estate gift tax planning, trust administration, advanced health directives, and more. Our work helps you make clear, binding decisions to ensure your family won’t be subject to difficult and lengthy legal processes after you’re gone.

Get an initial consultation today to discuss the kind of estate plan you’ll need. Call (650) 683-9200 or contact our firm online.

Part of our job as estate planning lawyers is helping our clients tackle challenging questions about what they want for their families after they’re gone. Since we’ve been doing this for over 35 years, we have experience building the right planning instruments for every kind of situation. Whatever your goals, we’re can ensure it happens.

Here are just two of the planning tools you might consider:

• Revocable Living Trusts & Wills: A revocable living trust offers a flexible, changeable document that governs how you want your assets handled during your life while avoiding estate taxes. The revocable living trust is also a private document. A will, despite being public, offers you the ability to appoint an estate administrator after your death; however, a will is subject to probate. There are tradeoffs to both we can walk you through. 
• Estate and Gift Tax Planning: One strategy we’ve utilized for our clients is using annual gift tax exclusions ($18,000 per person in 2024) and the lifetime gift and estate tax exemption (set at $13.61M per individual for 2024) to minimize estate tax liability. Using gift tax exemptions in estate planning not only reduces the total taxable assets in your estate, but it also allows you pass on major assets without incurring additional taxes on them. If you want to reduce your tax liability, we can discuss your options under estate and gift tax laws.

Why Choose Gilfix & La Poll Associates LLP?

Our firm includes certified specialists in estate planning and elder law, attorneys who pioneered the practice of estate law, and lawyers who co-founded the National Association of Elder Law Attorneys. Just as importantly, we’ve saved our clients hundreds of millions of dollars.

In short, we’re the premier estate planning service firm in the region. Let us help you plan for the future while answering one of the most important questions we’ll ever ask: “what will happen to my family after I’m gone?” We’ve helped thousands of families answer that question. Let’s discuss your hopes and goals in an initial consultation over the phone, over video, or in person.

Call (650) 683-9200 to get started, or use the short online form below.