Estate & Trust Advisory Services

Preparing your estate and trust can be an overwhelming process. At SSF, our priority is to ensure that your goals and wishes are fully reflected and achieved in your estate plan with as little stress on you as possible. Our estate, gift and trust tax experts will guide you through the process in an organized, friendly and comfortable manner while making sure that your financial planning providers and attorneys are all on the same page. We can also provide Court and Trust Accounting, as well as international wealth compliance and consulting for those with global wealth. Having the authority to determine how your assets are handled is a powerful advantage, and we’re here to help make sure that your vision comes true.

Why Choose SSF?

Your vision for your legacy is unique, and that’s why we tailor every service to the individual needs of our client. We understand the interplay of income, gift and estate taxes and the effect they have on your succession plan. Our established practice has the experience and expertise to not only reach your immediate goals, but proactively prepare your plan for the future circumstances and hurdles that may arise. When you choose SSF, you’re choosing a partner that will always have your best interests at heart.

Blog Insights From Our Estate & Trust Team

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession [...]

Charitable Estate Planning

Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value [...]

Your trusted adviser

A trusted adviser Gaining the greatest value from your relationship with your accountant Every business owner requires the services of outside accountants from time to time. On the surface, many CPAs seem similar. They [...]

Estate & Trust Practice Leadership

Wonsun Shin Willey
Wonsun Shin WilleyEstate & Trust Practice Leader
wwilley@ssfllp.com
(408) 776-8900
Patricia Chantler
Patricia ChantlerTax Principal
pchantler@ssfllp.com
(408) 776-8900
David Lowen
David LowenSenior Tax Manager
dlowen@ssfllp.com
(559) 437-0700
Monic Ramirez
Monic RamirezTax Partner
mramirez@ssfllp.com
(408) 776-8900
Get Started

Ready to get started?

Are you ready to take the first step in preparing your estate plan? Talk to one of our estate and trust experts to see how we can help bring your plan to fruition.
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