Bringing Experience and Energy to Bear on Your Issues.
Donner Legal Services, APLC, is the new face of a long running family business. The business has a long history with many clients assisting them in building and preserving wealth as well as planning for end of life transfers. We advise and represent clients throughout California and across the globe in tax and estate issues.
Our Services
Donner Legal Services advises and represents a wide range of clients in tax issues. We prepare yearly income tax returns and plan for how to reduce our client's tax burden. We have represent clients in IRS audits.
Donner Legal Services represents all types of clients in Probate, Trust and Estate planning and administration. We focus on the estate planning and wealth transfer needs of moderate to high net worth individuals, entrepreneurs and their families. We provide peace of mind along with our exceptional service to clients concerned about their legacies and wealth preservation. In the process we frequently represent many generations of families due to the exceptional quality of our work as well as the closeness of the relationships we develop.
Why do you need an estate plan? The simple answer is, if you die without one, all of your possessions are given away using generic government rules, with a large amount taken out in court fees, attorney expenses and taxes. An estate plan is customized to your life and needs. Also, an estate plan addresses what should happen and who should take care of you if you are in a coma or suffer from dementia. For the in depth reason you need an estate plan;
We have no wish to see anyone have to be involved the difficulty and costly fiasco of a court monitored probate, but if it is too late to take steps to avoid it, we do have the experience to help you with this process.
The primary objectives of estate and trust administration are preserving your estate and trust assets according to your wishes and minimizing tax liabilities. We compassionately and capably take care of our clients' needs, which allows them to take the burden off their mind.
As the government continues to change tax laws we keep you on track to minimize your tax burden.
When you get that IRS letter in the mail, let us handle it. We will explain what it means and give you an honest and open estimate of how it should be handled.
Starting a new business? Incorporating? Not sure of how to structure your business? We can break it down for you, and help you make your decisions and get started on the right foot.
Get in touch
We know that finding the right attorney to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
Get in touch with us to set up a consultation, or use the contact page to inquire whether our services are right for you.