Tax & Asset Planning

Tax and asset planning is a sophisticated field that requires attorneys with both a strong educational background and extensive experience. At TLD Law, our Tax and Asset Planning practice is led by Senior Partner Mark C. Doyle, who holds a Masters in Tax Law (LL.M.) with High Distinction from Loyola Law School. With over five decades of experience, TLD Law has developed a reputation for navigating the complexities of tax law to help our clients plan effectively for the future.

Minimizing Taxes for Individuals and Corporations

Death and taxes are inevitable, but careful planning can minimize their impact. Our tax attorneys assist clients with advanced strategies for reducing estate taxes (death taxes), capital gains, corporate taxes, real property taxes, and state and local taxes. We stay current on evolving tax laws to provide the most effective solutions for our clients.

We recommend starting tax and asset planning early, typically in your fifties or sooner for high-income clients, to take full advantage of strategies designed to reduce tax liabilities. Some of the tools we use include:

Gifting of Interest
Qualified Terminable Interest Property Trusts (QTIPs)
Charitable Remainder Trusts
Charitable Lead Trusts
Qualified Personal Residence Trusts (QPERTs)

Tax Planning for Business Owners

TLD Law provides tax and asset planning services to both individuals and corporations. We counsel business owners on minimizing taxes when exiting a business, such as through stock or asset sales, installment sales, or gifting strategies prior to retirement. Our team also advises on the most tax-efficient structures and entities (LLC, partnership, etc.) to acquire or sell assets, ensuring the best possible tax outcome.

Contact Us for Expert Tax and Asset Planning Advice

If you’re looking to optimize your tax and asset planning, don’t wait until it’s too late. Contact TLD Law today at info@tldlaw.com to schedule a consultation with our experienced tax attorneys.

Success Stories

At TLD Law, we provide trusted legal counsel for Southern California individuals and businesses, guiding you every step of the way.

Incredibly helpful and indispensable. I have referred so much business to this office. They helped with certifying my dad’s trust after his passing, setting up my own trust, assisting with the passing of my brother (who died without any estate planning in place), got my other brother and his wife set up with a trust, drew up the Power of Attorney and Health Care directive for my adult son, got my boyfriend set up with his trust.

Hiromi H.

TLD Law offers knowledge and expertise in a wide array of legal topics. Brian is great and I’d definitely recommend him for any legal needs. If he doesn’t know a specific legal matter he can surely get you in contact with someone who is more adept at the particular details pertaining to the issue. You really can’t go wrong with the services at TLD Law.

James A.

Emily D.

If you’re looking for a law firm that combines top-notch legal skills with outstanding client service, look no further than TLD Law. They exceeded all my expectations, and I am incredibly grateful for their help.

Earl V.

TLD Law has provided me with much guidance and really have great customer service. Honest team with a wide scope of expertise!

Miguel G.

We met with Monica Goel for Estate Planning. She was very attentive,detail- oriented and answered all our questions and concerns. She was very friendly and professional. My husband and I were very pleased with the process.I highly recommend her.