Helping Clients Avoid Litigation: Strategic Estate and Tax Planning

There are rarely “winners” when individuals and businesses turn to the courts to seek retribution.

Jane Penhaligen established the Law Office of Jane K. Penhaligen to provide answers and direction to individuals and business owners who want to reduce their estate taxes and provide for their families. General law practitioners haven’t the specialized training, as Ms. Penhaligen, to create estate plans that consider tax consequences in their preparation.

I must have talked to half a dozen attorneys who didn’t know as much about trust laws or taxation as I did nor about that particular type of tax saving trust. Jane really came through for me putting her 20 years of legal experience to work on this.

– Al Browning, Real Estate Investments
and former Retirement Plan Specialist, San Francisco

Jane Penhaligen works with her clients to craft estate plans that ensure a smooth transfer of business and financial assets. Her specialty in tax law makes her uniquely qualified, and highly knowledgeable, about asset protection, tax deductions, capital gains, and gift and charitable giving issues, so a clients’ legacy is protected the way they actually intended it to be. Ms. Penhaligen offers the thoughtful counsel with both tax and legal perspective needed to make the best personal and economic decisions.

At the Law Office of Jane K. Penhaligen, a wide array of estate planning and legal services are provided. These services include:

Revocable Living Trusts

Wills

Business Succession Planning & Agreements

Family Limited Partnerships

Life Insurance Trusts

Charitable Trusts & Conservation Easements

Formation of Private Foundations

Property Agreements

Powers of Attorney

Asset Protection

Trust Administration

Probate

Estate & Trust Taxation Consultation

Tax Analysis of Real Property Transactions

Over the years I’ve dealt with lots of attorneys and with Jane, I feel so relaxed. Estate planning was a new thing to both my husband and me. She never talked down to us, we never felt patronized, she explained everything to us well. Other attorneys make you feel they are the god and you are so unknowing and have stupid questions. She actually draws you in so you feel more and more comfortable with this process, rather than less and less.

– Janet Tara Morcom, business owner, CFI financial services”