Petersen Law is a law firm that specializes in tax and estate planning. We prepare wills, trusts, durable powers of attorney, healthcare directives and deeds to transfer property into your trust. We are able to assist you with trust administration, probate matters and estate taxes.

We can also help you with tax controversies with the IRS, FTB and EDD.

Debra Petersen is an attorney with over 30 years of tax experience. Debra is an adjunct professor at McGeorge School of Law, teaching Tax Practice and Procedure. Debra has an LLM degree in Taxation and is also a Certified Public Accountant. She is a member of Wealth Counsel and the Advisor Forum.

Call today for a free consultation at (916) 939-3933. Our services are listed below.

TAX PLANNING, TAX CONTROVERSIES AND TAX DEBT RESOLUTION

-Yearend tax planning for individuals and businesses
- Compliance Review: reviewing your obligations to tax authorities including 1099 reporting requirements, wage reporting obligations, income and franchise tax return requirements at the federal and state levels
- Review of IRS, FTB, BOE and EDD notices and development of action plans
- Representation at IRS audits, protests and appeal conferences
- Representation at FTB Audits, protests and settlement conferences
- Representation before the State Board of Equalization
- Representation in Tax Court
- Preparation and submission of ruling requests with the IRS and FTB
- Debt resolution of federal and state tax debts including tax liens, levies, offers in compromise, installment agreements, and pay off arrangements
- Business Succession Planning

ESTATE PLANNING

Individualized estate planning that may include:

- Review and evaluation of existing estate plans
- Revocable Living Trusts
- Pour Over Wills
- Durable Powers of Attorney
- California Advance Healthcare Directives
- HIPAA Authorizations
- Certifications of Trust
- Assignments of Personal Property
- Personal Property Memorandum
- Community Property Agreements as needed
- Trust Transfer Deeds

Advanced Estate Planning may include:

- Charitable Trusts
- Irrevocable Life Insurance Trusts (ILIT)
- Personal Residence Trusts (PRT)
- Private Foundations and Donor Advise Funds
- Special Needs Trusts (SNT)
- Intentionally Defective Grantor Trusts (IDGT)

Probate and Trust Administration

- Probate for real property with gross value in excess of $50,000
- Probate for personal property with gross value in excess of $150,000
- Summary Probate Proceedings
- Special Letters of Appointment
- Conservatorships and Guardianships
- Compliance with Trust Administration
- Trust splitting and Trust Funding
- Trust Transfer Petitions
- Small Estate Affidavits