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.

Benefits of a Trust

  • Minimize legal costs and other fees

  • Keep income, estate and inheritance taxes to a minimum

  • Minimize the time delay in distributing assets from the estate to the intended beneficiaries

  • Ensure that assets are distributed to the intended beneficiaries and according to your wishes

  • Increase privacy and avoid public records in probate

Ready to take the first step in planning your estate and trust?

Blog Insights From Our Estate & Trust Team

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a structure that supports the family and its objectives. This is typically a personalized decision that [...]

Estate & Trust Practice Leadership

Wonsun Willey
Wonsun WilleyTax Principal
Email Wonsun
(408) 776-8900
Patricia Chantler
Patricia ChantlerTax Principal
Email Patty
(408) 776-8900
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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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