Overview
Sau Legal's Tax & Estate Planning practice helps individuals, families, and business owners develop comprehensive strategies to preserve and transfer their wealth. Our attorneys work closely with clients' financial advisors, accountants, and family offices to create integrated plans that minimize tax exposure, protect assets, and ensure that wealth passes to the next generation according to our clients' wishes.
Every plan we create is tailored to the client's unique financial landscape, family dynamics, and long-term objectives. We believe estate planning is not a one-time event but an ongoing process that evolves with our clients' lives.
Estate & Gift Tax Planning
We advise on strategies to minimize federal and state estate and gift taxes, including the use of irrevocable trusts, family limited partnerships, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and charitable remainder trusts. Our team stays current with evolving tax law — including sunset provisions and proposed legislation — to ensure our clients' plans remain optimized.
Trust Administration
Our practice supports trustees, beneficiaries, and trust protectors in the administration of revocable and irrevocable trusts. We advise on fiduciary duties, trust accounting, beneficiary disputes, trust modifications and decanting, and trustee succession. When trust disputes arise, our litigation team provides experienced representation in surcharge actions, removal proceedings, and will contests.
Business Succession Planning
Transitioning a family business to the next generation — or preparing it for sale — requires careful planning across tax, corporate, and estate law disciplines. We structure buy-sell agreements, design management succession frameworks, implement valuation discount strategies, and coordinate the estate planning implications of business transitions. Our goal is to ensure continuity, minimize tax impact, and preserve family harmony.