Top San Francisco, CA Estate Tax Attorneys Near You

Estate Tax Attorneys in San Francisco

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San Francisco Estate Tax Information

Estate and Inheritance Tax

An estate is the property and assets left by the decedent. Inheritance is what the beneficiaries of the estate receive from a trust or a will. Federal law requires the beneficiaries to pay income taxes on what they receive during that tax year. Federal law taxes only very large estates and does not tax inheritance, but the estate and those getting an inheritance may owe state taxes.

Why You Need an Estate and Inheritance Tax Lawyer

Estate and inheritance tax laws are very complex and various state laws further complicates this specialized area of law. To protect your rights and not overpay or underpay taxes, the advice of a San Francisco estate tax attorney is necessary.

When to Hire a Lawyer

It is in your best interest to get legal help early on in addressing your situation. There are times when hiring a lawyer quickly is critical to your case, such as if you are charged with a crime. It may also be in your best interest to have a lawyer review the fine print before signing legal documents. A lawyer can also help you get the compensation you deserve if you've suffered a serious injury. For issues where money or property is at stake, having a lawyer guide you through the complexities of the legal system can save you time, hassle, and possibly a lot of grief in the long run.

Tips on Approaching an Initial Attorney Consultation

  • Use the consultation as a means of gaining a better understanding of your legal situation.
  • Ask the attorney how many cases similar to yours he/she has handled. An attorney's experience and knowledge can speak to their expertise (or lack of) in addressing your situation.
  • Your attorney should be able to articulate roughly how long a case like yours will take to resolve and what sort of procedures to expect.
  • Determine how comfortable you are working with the lawyer and/or law firm.

Types of legal fees:

Bill by the hour: Many attorneys bill by the hour. How much an attorney bills you per hour will vary based on a number of factors. For instance, an attorney's hourly fee may fluctuate based on whether that hour is spent representing you in court or doing research on your case. Attorneys in one practice area may bill you more than attorneys in a different practice area.

Contingent fee: Some lawyers will accept payment via contingent fee. In this arrangement, the lawyer receives a percentage of the total monetary recovery if you win your lawsuit. In sum, the lawyer only gets paid if you win. Contingent fee agreements are limited to specific practice areas in civil law.

Flat fee: For "routine" legal work where the attorney generally knows the amount of time and resources necessary to complete the task, he/she may be willing to bill you a flat fee for services performed.

Common legal terms explained

Pro se - This Latin term refers to representing yourself in court instead of hiring professional legal counsel. Pro se representation can occur in either criminal or civil cases.

Statute - Refers to a law created by a legislative body. For example, the laws enacted by Congress are statutes.

Subject matter jurisdiction - Requirement that a particular court have authority to hear the claim based on the specific type of issue brought to the court. For example, the U.S. Bankruptcy Court only has subject matter jurisdiction over bankruptcy filings, therefore it does not have the authority to render binding judgment over other types of cases, such as divorce.

Lead Counsel Rated Attorneys

Lead Counsel's objective process independently verifies attorney records, conferring with state bars across the country and conducting annual reviews to confirm that the attorney practices in the legal categories as indicated, possesses a valid bar license, and is eligible to practice in the specific jurisdiction.

Court Locations in San Francisco, CA

Civic Center Courthouse - Superior Court of California

400 McAllister Street,San Francisco,CA94102
Phone: (415) 551-4000

Hall of Justice

850 Bryant St. ,San Francisco,CA94103
Phone: (415) 551-4000

Superior Court of California - Criminal Courts Division

850 Bryant St. ,San Francisco,CA94103
Phone: (415) 551-4000