Advanced Estate Planning
Aug 15, 2012OUTCOME: Plan that avoids estate tax, preserves family harmony
Large Fast Food Restaurant Chain Founders Family, Asset Protection and Estate and Gift Tax Planning
Marty Burbank's Legal Cases (5)
Fullerton, CA
Trusts Lawyer at Fullerton, CA
Practice Areas: Trusts, Estate Planning ... +3 more
Estate Planning after Going Public
Apr 10, 2012OUTCOME: Comprehensive Estate Plan with Zero Estate Tax Liability
Manufacturing Entrepreneur brought his company public leading to a $38,000,000 liquidation event.
Hearing Loss/PTSD
Dec 05, 2011OUTCOME: Appealed his case he was rated 100% diabled by the VA resulting in over $3000 month disability compensation, and $43,000 in accrued benefits.
88 y/o WWII and Korean War Veteran with hearing loss and symptoms of post traumatic stress disorder. Previously denied benefits from the Department of Veterans Affairs.
Veterans Benefits
Nov 07, 2011OUTCOME: was able to get $1956/mo from the VA to use for paying for in home care.
Married 93 Year Old Veteran, reciving care at home.. Veteran had $400,000 in assets and owned his own home.
Real Estate Holding--Family Succession
Sep 07, 2010OUTCOME: No Probate, Asset Protection, Reduced Income Tax, Eliminated Estate and Gift Tax
We helped a family with a large taxible estate transfer more than $30,000,000 of real estate to the next generation without any estate or gift tax. At the same time we provided reduced income tax on a ... n annual basis, as well as provideing significant asset protection for the family assets.
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