Serving the AFL-CIO since 1993

Estate Tax Planning

UNION LEGAL TRUST and RETIREMENT ASSOCIATES specializes in the arena of estate planning and assisting our clients with the latest strategies to pay the least amount of taxes to the State and Federal Governments.  Current Federal Estate Tax Exemption is $5.1 million per person, so those married couples with a Revocable Living Trust have a $10.2 million exemption.

Estates in excess of this amount can protect their assets with an irrevocable trust instrument such as a Life Insurance Trust (ILIT), Annuity Trust (GRAT), Income Trust (GRIT) or Grantor Retained Uni Trust (GRUT).  Union Legal’s Certified Public Account, Attorneys and Insurance professionals will educate you as to your options to further protect your assets from the IRS and California Franchise Tax Board.