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Trusts + Estates
We know that individuals and their companies have worked hard over the years to accumulate wealth that they can share with their families, give to worthy causes or preserve for the next generation.
We all know about death and taxes, however, at PKF San Diego we try and make that idiom less painful. We research and evaluate a variety of estate tax saving opportunities, which may include valuation issues, allocation of the generation-skipping exemption, the prior transfer credit, and delayed payment of estate taxes to limit family wealth erosion and maximize wealth retention. PKF San Diego offers the following services for our trust and estate clients:
