Taking Estate Planning to the Next Level


Taking Estate Planning to the Next Level

We will discuss how to efficiently leverage the Federal annual exclusion and lifetime exemption while contemplating an exit strategy as well as discuss advanced federal estate tax saving strategies when the federal exemption has been exhausted. We will discuss non-tax related estate planning issues inherent in developing an exit strategy for family businesses. Increasing federal exemptions together with increasing California taxes have many considering whether they should leave for a different state before selling a business. We will discuss California residency requirements as well as effective alternatives to moving out, and tax savings opportunities available to each. Finally, we will discuss property tax considerations for businesses owning significant California real estate.

Learning Objectives:

  • Learn how to identify estate and gift tax planning strategies (Gabriel)
  • Learn how to identify capital gains/income tax strategies (Dan)
  • Learn how to identify and discuss property tax strategies (Gabriel)
  • How to plan for 2026 (Dan)

About the Presenters:

Learn from industry experts Gabriel R. Duarte, Esq., Daniel C. Lorenzen, Esq., and Esther Hopkins, Esq., as moderator. 

Thank You to Our Sponsors:


SingerLewak Announces Expansion into South San Francisco, CA with the Combination of Middle Market Accounting and Consulting Firm Good & Fowler, LLP

This meeting will be held at The Stonehaus, Tasting Room.

Address: 32039 Agoura Road, Westlake Village, CA 91361


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenters

Gabriel R. Duarte, Esq.
Daniel C. Lorenzen, Esq.
Esther Hopkins, Esq.