Alan J. Talbott is the leader of the firm’s Trust, Estate and Probate Practice Group. His practice focuses on estate planning, trust administration and probate matters. Mr. Talbott is certified as a Legal Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is experienced with planning for retirement distributions, family partnerships, life insurance and charitable distributions. Mr. Talbott has assisted clients in establishing private foundations, charitable remainder trusts, multi generational trusts and other entities.
- Advised the parent owners of a family business on effective methods of transferring the business to children with minimal transfer tax consequences.
- Helped increase income for a client with low basis, low income producing assets and a charitable beneficiary planned at death.
- Advised various not for profit organizations regarding exemption applications, maintaining exempt status, and complying with self dealing regulations.