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Adkison Law

330 Locust St, Santa Cruz, CA 95060, California

About Us

Adkison Law is a premier legal firm specializing in advanced estate, business, and tax planning, with a distinct focus on generational wealth transfer and transfer tax mitigation. The firm combines big-firm strategic expertise with small-firm personalized service, offering sophisticated solutions for high-net-worth individuals, families, and business owners seeking to protect and preserve their legacies.

The firm takes a holistic, client-centered approach, integrating estate, business, and tax planning into a cohesive strategy. Known for creative problem-solving and transparent guidance, Adkison Law emphasizes proactive planning to avoid probate, minimize tax exposure, and ensure smooth wealth transitions. The practice is particularly adept at handling complex assets, multi-generational dynamics, and tailored solutions that align with each client’s unique financial landscape and long-term objectives.

Services Offered

  • Estate Planning
  • Business Planning
  • Family Generational Wealth Transfer
  • Tax Planning
  • Private Real Estate Sales
  • Charitable Planning
  • Strategic Estate and Tax Planning
  • Wealth Transfer Tax Strategy
  • Business Succession Planning
  • Entity Formation
  • Operating Agreements
  • Buy-Sell Agreements
  • Trust Creation (Revocable, Irrevocable, ILIT, SLAT, Dynasty)
  • Estate and Gift Tax Mitigation
  • Probate Avoidance
  • Multigenerational Legacy Protection
  • Private Foundation Establishment
  • Nonprofit Planning

The firm serves clients navigating complex financial and familial transitions, with a deep understanding of current tax exemptions and legislative changes, including the 2025 federal estate and gift tax provisions. Adkison Law provides clear, strategic advice to help clients leverage advanced planning tools such as Charitable Remainder Trusts, lifetime gifting strategies, and entity restructuring to secure lasting wealth and family harmony.

Practice Areas

Frequently Asked Questions about Adkison Law

330 Locust St, Santa Cruz, CA 95060, California

Estate planning attorney

California, Santa Cruz

English

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