Tustin, CA · Serving Southern California since 2001 (714) 730-7900

Tax Law

Estate & Trust Tax Attorney in Orange County

Estates and trusts create their own tax questions: estate tax returns, trust income tax, basis at death, and IRS notices that arrive while a family is still grieving. David Dunlap Jones — NYU Tax LL.M. — advises Orange County clients on estate and trust tax planning and post-death tax issues.

Topics often covered

  • Estate tax awareness and planning coordination
  • Trust income taxation and grantor trust rules (Grantor Trust Taxation)
  • Form 706 / Form 1041 issues in context (as applicable to the matter)
  • IRS problems that surface during probate or trust administration
  • Tax-aware property sales after death (Selling a House in Probate or Trust)
  • Related hubs

    Tax Law · Trust Law · Probate Law

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