Bruce GivnerEstate Planning Attorney in California

About

Bruce Givner is a highly regarded attorney based in California, specializing in estate planning and tax law at the Law Offices of Bruce Givner | KFB Law Group, A Limited Liability Partnership. With a comprehensive practice that encompasses various facets of tax and estate planning, Bruce has built a reputation for his expertise and commitment to delivering tailored solutions for his clients. In his practice, Bruce dedicates 20% of his efforts to ordinary income tax planning and another 20% to capital gains tax planning. He is acutely aware that effective estate planning goes beyond merely determining "who gets what." Instead, Bruce emphasizes the importance of estate tax planning, which focuses on the value transferred to heirs. By utilizing a range of sophisticated tools provided by Congress—such as family limited partnerships, grantor retained annuity trusts (GRATs), and qualified personal residence trusts—he helps clients minimize tax liabilities and maximize the value passed on to their loved ones. Additionally, Bruce allocates 10% of his practice to tax litigation, audits, and appeals, as well as international tax planning, ensuring that his clients are well-equipped to navigate complex tax issues on multiple fronts. His strategic approach not only addresses immediate tax concerns but also includes creditor protection benefits, enhancing the overall security of his clients' assets. Bruce's practice thrives primarily on referrals from CPAs, as well as recommendations from fellow attorneys and financial planners, underscoring the trust he has earned within the professional community. His dedication to understanding each client’s unique situation and crafting effective, personalized strategies has solidified his standing as a leading figure in the field of estate and tax planning in California.

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