For decades, Gonsalves & Kozachenko has been your trusted partner in planning for the future. Our clients include business owners, families, and individuals throughout the Silicon Valley and the San Francisco Bay Area. From modest to multimillion dollar estates, we are experts in advising clients on wealth preservation and business succession. Each client is given the personal attention necessary to craft a customized plan that will achieve the client’s goals. Our clients understand the importance of planning ahead, as it will enable the transfer of personal and business assets in the most efficient and cost effective manner, minimizing gift and estate taxes, administration costs, potential family or shareholder conflicts, and avoid probate. Peace of mind begins with a comprehensive plan tailored to fit your unique situation.
Gonsalves & Kozachenko’s Trust and Estate services include, but are not limited to, the following:
Gonsalves & Kozachenko’s comprehensive estate plans include revocable living trusts, pour-over wills, financial powers of attorney, health care powers of attorney, and marital agreements. We provide advice and guidance on transferring assets to revocable living trusts and designating beneficiaries for retirement, pension, and life insurance accounts. Clients benefit from our complete approach to estate planning, as they receive a thorough review of their assets and expert advice regarding the proper transfer of such, and their successor fiduciaries will have the necessary tools to carry out the clients’ wishes upon death or incapacity.
Medicare planning and sophisticated estate planning vehicles such as family limited partnerships, limited liability companies, life insurance trusts, special needs trusts, charitable trusts, multi-generational trusts, and irrevocable gift trusts are important wealth preservation instruments. Gonsalves & Kozachenko is highly experienced in evaluating client needs and skillfully advises clients on their options so that family wealth can be preserved and protected.
Business Succession Planning
Business owners have long turned to Gonsalves & Kozachenko for trusted advice in handling their business affairs and development of a smooth transition plan that provides for continuation of the business on the owner's retirement, disability or death. Succession planning results in a smooth, efficient transition, minimizing costs, disruptions, and conflicts that might cause a business to falter and lose valuable assets. A client’s goals with regards to the future focus, growth, and management and control of their business are thoroughly assessed and addressed in a comprehensive business succession plan. Gonsalves & Kozachenko specializes in transfers of family-owned businesses to the next generation with maximum value intact, utilizing retention and buy-sell agreements, trusts, family limited partnerships, limited liability partnerships, limited liability companies, and corporations to implement client goals and minimize taxes.
Probate is expensive, time-consuming, and can result in asset transfers that were unintended by the decedent. A comprehensive estate plan prevents the expense, delay, and uncertainty of probate and assures the clients that their wishes will be carried out upon death or incapacity.
If probate of a decedent’s estate is necessary due to the decedent’s lack of a comprehensive estate plan, we have substantial expertise in handling all aspects of probating the estate, including appointment of a personal representative, notification of heirs, dealing with creditors’ claims, sales of real property and distribution of assets.
Probate and Trust Litigation
Gonsalves & Kozachenko has extensive experience in probate and trust litigation, including will and trust contests involving lack of testamentary capacity and undue influence, and litigation involving issues of family allowance or family homestead, and contested issues related to heirship.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.
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