Safeguard Your Investments

Start Planning for Your Financial Future

Have peace of mind knowing that your loved ones will receive the assets that you worked hard for. Take advantage of the wealth preservation services of Chatzky and Associates, ALC in San Diego, CA. Whether you need asset protection or estate planning, you can trust us to provide you with strategies that will safeguard your investments no matter what unfortunate situation may come.

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Asset Protection Planning

We have developed an extensive practice for attaining a very important goal of many of our clients, which is asset protection. Our techniques involve tools such as domestic trusts, private annuities, various types of installment sale agreements, limited partnerships, limited liability companies, foreign trusts and other international planning concepts, secured loans, and option agreements, among many others. Because we live in a very litigious society (and one in which insurance premiums are frequently very costly), many of our clients seek our services to protect the assets in their estates which they have spent a lifetime accumulating.

Income Tax Planning

We are frequently requested to provide our clients with tax planning services to reduce, defer, or even eliminate their income tax liabilities. Although we provide many of our clients with domestic income tax planning programs, we focus on using international tax planning concepts to save taxes.

Smiling Couple in Meeting With a Financial Adviser

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Estate Planning

We work with our clients to design a comprehensive program designed to preserve their estate within the client’s testamentary goals and objectives. The Federal Estate Tax is a very significant tax, which is frequently overlooked by clients. Presently, it has a top rate of 45% of the amount of the taxable estate. This is very expensive and can significantly deplete the estate, depriving the beneficiaries of assets they would otherwise receive. Consequently, planning to reduce or even totally eliminate the imposition of this estate tax is very important and is one in which we possess knowledge and expertise. Our planning also focuses on reducing or minimizing the imposition of any applicable state inheritance taxes, any applicable generation-skipping transfer taxes, and federal and state gift taxes.

Our international tax management program frequently provides estate planning advantages as a corollary benefit. Thus, we often integrate our client’s planning objectives into our international tax planning program.

Custom-Designed Programs

In addition to the foregoing, we are able to custom-design programs and legal instruments to accomplish the specific objectives of our clients. These programs encompass a very wide range of services, including diverse areas such as drafting contracts and other legal documents, representing clients in business and other negotiations, custom structuring business plans, counseling clients as to the most appropriate choice of entity in which to conduct the client’s business operations, and many other areas. We have extensive experience in the areas of domestic and international taxation, estate planning, asset protection planning, and real estate, corporations, partnerships, international business transactions, and commercial law.

We often work in conjunction with bankers, financial planners, business advisors, accountants, and other professionals on a team-approach basis to fully address the needs of our clients.

The information contained in this website is provided by Chatzky and Associates, A Law Corporation, and is provided for general information purposes only. While the firm endeavors to keep the information up to date and correct, it makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Talk to Our Wealth Preservation Attorneys

We understand that all of your hard work is for the future of your family. This is why we make sure to help you protect the investments that rightfully belong to you and your loved ones. Schedule an appointment with our wealth preservation attorneys today. From asset protection to income tax planning, we guarantee to help you come up with strategies to secure your wealth. Give us a call today to book an appointment or learn more.

Chatzky and Associates, ALC

Michael Chatzky, Attorney

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9920 Pacific Heights Boulevard, Suite 150

San Diego, CA 92121

Phone - (858) 457-1000

mgchatzky@aol.com

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