Jeffrey@JeffreyKilleen.com
| 303 Potrero St., Suite 52, Santa Cruz, CA 95060, Located in The Old Sash Mill, Driving Directions:, Hwy 1 to River St., turn towards downtown (south) on River St., Turn Right at next light (Potrero St.), cross over the railroad tracks, IGNORE 1st entrance at sign "303 Potrero Street". Continue on Potrero., Turn right into third unmarked entrance, Suite 52 is third on the left., Avoid RESERVED spaces. Park in lot in front of the winery.
Tax & Estate Planning
TAX & ESTATE PLANNING IN SANTA CRUZ, CA
Jeffrey T. Killeen
has dedicated his practice to estate planning
and related legal areas for over 25 years. Let our office help you get your estate in order, so that you wishes are respected after you are gone. Estate planning can help eliminate the uncertainties of probate, and reduce taxes and other expenses.
Wills
A Last Will tells the court how to probate your estate, including who gets what property, who should care for your children and pets, and the disposition of your remains. However, if you have only a Last Will and own a home, a probate is still required. A Living Trust can eliminate the need for a probate.
Estate Planning
- Preserve family harmony
- Avoid Probate
- Avoid Estate Tax
- Avoid Property tax reassessment
- Avoid capital gains tax
- Provide management in times of incapacity
- Provide instructions regarding property
- Provide instructions concerning disposition of remains
- Provide surviving spoiuse, domestic partner, or significant other
Tools of the Trade
Trusts
Trusts are tools for estate planning to effectively manage property you own while you are living, particularly if you become incapacitated, and to help in the distribution of the property thereafter. Trusts include living trusts, special needs trusts, revocable trusts, irrevocable trusts, and charitable trusts. Call Jeffrey Killeen today and get his professional advice.
Estates
Estate planning can protect your assets and property. Estates planning should be done once you have children or a home. Otherwise a court will, according to law, decide to whom your property will be distributed. Call Jeffrey Killeen today and get his professional advice.
Quicklinks
tel: 831-600-7017
fax: 831-600-8449
email: Jeffrey@JeffreyKilleen.com
303 Potrero St., Suite 52, Santa Cruz, CA 95060, Located in The Old Sash Mill, Driving Directions:, Hwy 1 to River St., turn towards downtown (south) on River St., Turn Right at next light (Potrero St.), cross over the railroad tracks, IGNORE 1st entrance at sign "303 Potrero Street". Continue on Potrero., Turn right into third unmarked entrance, Suite 52 is third on the left., Avoid RESERVED spaces. Park in lot in front of the winery.
Located in The Old Sash Mill
Driving Directions
Hwy 1 to River St., turn towards downtown (south) on River St.
Turn Right at next light (Potrero St.), cross over the railroad tracks
IGNORE 1st entrance at sign "303 Potrero Street". Continue on Potrero.
Turn right into third unmarked entrance, Suite 52 is third on the left.
Avoid RESERVED spaces. Park in lot in front of the winery.
Secure Payments by
OPEN:
Monday - Friday 9:00 AM - 5:00 PM, or by appointment
Disclaimer:
The information contained in this website location is intended to be for general information only and should not be relied on when making legal decisions without also obtaining competent legal counsel from an attorney. Laws vary from state to state and no representations are made to the accuracy of information except as it pertains to the laws of California.
In order for Jeffrey T. Killeen - Attorney At Law to comply with Internal Revenue Service Circular 230 (if applicable), you are notified that any discussion of U.S. federal tax issues contained or referred to herein is not intended or written to be used and cannot be used, for the purpose of: (A) avoiding penalties that may be imposed under the Internal Revenue Code; nor (B) promoting, marketing or recommending to another parry any transaction or matter addressed herein.