Alan T Yoshitake

Practice Areas

Trusts and Estates

Career

Alan's practice primarily focuses on sophisticated planning of trusts and estates, trust and probate administrations, charitable planning, family business, tax and succession planning, and trusts and estates litigation.

During his years of practice, Alan has provided advice regarding complex planning techniques including a variety of wealth transfer techniques, charitable planning and not-for-profit entity creation and compliance, management and shareholder relationships in closely held businesses, business ownership arrangements for succeeding generations of family owners, pre-marital and post-marital agreements, property division agreements, retirement income tax planning, and complex fiduciary income and estate tax matters, as well as individual income tax planning (foreign and domestic), trust administration, and probate administration. Alan also practices in the area of federal, state, and local taxation and represents clients before the Internal Revenue Service, US Tax Court, the California Franchise Tax Board and California State Board of Equalization.

In addition to his diverse planning practice, Alan extensively litigates and has served as an expert witness concerning trusts and estate issues. He is regularly in Court removing and defending fiduciaries, resolving disputes between trustees and beneficiaries, negotiating and settling property disputes between family members, and protecting the elderly from being financially abused.