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How Do Probate Attorneys Handle Estate Taxes?

Probate Law
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As a probate attorney based in Santa Clarita, I often find that clients have many questions about how estate taxes are managed during the probate process. Understanding these nuances can alleviate concerns and ensure a smoother estate administration. Let’s delve into how Santa Clarita probate attorneys, like those at the Law Offices of Andrew Cohen, handle estate taxes effectively.

What Are Estate Taxes?

Estate or inheritance taxes are levied on transferring a deceased person’s estate to their heirs or beneficiaries. These taxes are based on the estate’s total value and can vary depending on local and federal laws. In Santa Clarita, navigating these tax obligations requires expertise and careful planning from a qualified probate attorney.

Evaluating the Estate for Tax Purposes

The first step Santa Clarita probate attorneys take is to evaluate the deceased person’s estate to determine its total value. This includes assessing assets such as property, investments, and personal belongings. By conducting a thorough evaluation, attorneys can accurately calculate potential estate tax liabilities.

Strategic Planning to Minimize Taxes

One key role of a probate attorney in Santa Clarita, such as those at the Law Offices of Andrew Cohen, is developing strategies to minimize estate taxes legally. This involves utilizing various tools and techniques, such as establishing trusts or gifting assets during the person’s lifetime. By implementing these strategies, attorneys can help reduce the overall tax burden on the estate.

Filing Required Tax Returns

Properly handling estate taxes also involves timely and accurate filing of tax returns. Santa Clarita probate attorneys ensure all necessary forms, such as IRS Form 706, are completed correctly and submitted within deadlines. This meticulous approach is crucial to avoid penalties and ensure compliance with tax laws.

Communicating with Executors and Beneficiaries

Effective communication is critical throughout the probate process, especially concerning estate taxes. Probate attorneys in Santa Clarita maintain open lines of communication with executors and beneficiaries, keeping them informed about tax obligations and the implications for the estate distribution. This transparency helps manage expectations and foster trust among all parties involved.

Resolving Tax Disputes

In some cases, disputes may arise regarding estate tax assessments or calculations. Santa Clarita probate attorneys at the Law Offices of Andrew Cohen are adept at handling such disputes, advocating for their client’s interests through negotiation or, if necessary, litigation. Resolving these disputes efficiently ensures the estate’s fair and equitable distribution.


Navigating estate taxes can be complex, but the process can be more manageable with the guidance of a skilled probate attorney in Santa Clarita, such as those at the Law Offices of Andrew Cohen. From evaluating the estate to implementing tax-saving strategies and resolving disputes, these attorneys play a crucial role in ensuring the deceased person’s wishes are honored while minimizing tax liabilities.

If you’re facing estate tax concerns or need assistance with probate matters in Santa Clarita, don’t hesitate to contact a knowledgeable probate lawyer. They can provide personalized guidance tailored to your situation, helping you confidently navigate the complexities of estate taxes.

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