The Schiller Law Group is the preeminent estate planning, business succession, and tax compliance firm, offering extensive expertise to clients all over CA
Mr. Schiller is dedicated to excellence. He is routinely requested by clients and other professionals to help solve complex problems, achieve major tax savings, and advise on an extensive range of issues including
extensive review of estate and gift tax returns, consulting or representing clients on audits, appeals, and tax court matters. Clients benefit from Keith’s commitment to provide effective advice in a thorough and efficient manner, a result of his co-teaching with IRS estate tax attorneys and managers since 1997 and his passion to stay current on changes of law.
PRACTICE AREAS
Estate Planning and Trust Administration:
When helping you plan for the future, we always start by asking, if there was no such thing as taxes, how would you like to distribute your estate? We believe that the best estate plans achieve the client's wishes first while ensuring that their personal needs are met during life and preserving the assets of the estate.
Services include:
Structuring and drafting of wills and living trusts, durable powers of attorney for financial management, advance health care directives, community property agreements, etc.
Succession planning for business owners, family partnerships, and LLCs
Planning fiduciary and trustee liability, charitable trusts, trust and estate administration, life insurance planning, and post-death tax planning.
Estate and Trust Administration
Taxation:
This includes counseling and representation before the Internal Revenue Service, Franchise Tax Board and Tax Court.
Business Planning:
This includes the organization of corporations, partnerships and limited liability companies and the ongoing operation of these entities; buy-sell agreements; the purchase and sale of assets and/or ownership of closely held businesses; key-person employment agreements; and the transition of ownership to family members or key employees.
