For over twenty years, Citadel Law Corporation has provided a complete range of essential and advanced estate planning services. Our firm has created over 12,000 trusts and estate plans for clients over the years, funding more than $25 billion of assets into those plans. Our clients include individuals, families, and some of the most sophisticated and wealthy business owners and investors in California.
Citadel provides comprehensive estate planning services and living trust packages that include all of the following documents and services:
For higher net-worth individuals and families, and for those with more complex financial situations, Citadel offers a full range of Advanced Estate Planning Services which allow clients to more effectively manage such situations while minimizing or eliminating exposure to capital gains taxes, estate taxes, gift taxes, property taxes and more.
Please see review our Areas of Practice for a complete list of our Advanced Estate Planning Services.