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Client is a widow with 2 grown children. (son is engaged currently, no grandkids at this time). She had thorough estate planning work done when her husband was alive and when he died, she inherited 1/2 the estate through community property and 1/2 through the living trust they had in place. The old living trust had a bypass trust, and several sub trusts to avoid tax complications, so essentially, she (client) barely paid any estate taxes. Now she is concerned that her children will pay (more when/if she dies).
Here is what I need from an estimate from you :
1.) Memo (after reviewing all of clients documents) on what the best course of action for her is to minimize her estate taxes (There is a new trust in place with her kids already) under current estate planning/probate laws in California
and 2.) also include in the memo what we need to do in regards to all her corporate entities/assets/ when ,if she should fund them into the trust.
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