Let us help with your estate planning, a gift to your family
Whether you are looking to do a simple revocable trust, or something more complicated, Klosek has you covered.
We are a full-service law firm, offering basic and advanced planning, trust administration, and probate. Our estate planning services eliminate uncertainties and offer clients peace of mind. We provide the best tools that promote effective management of your estate, especially when you can’t do it on your own.
- Revocable Trusts
- Irrevocable Trusts
- GRAT & ILIT
- Gifting Trust
- Family Partnerships and LLCs
- Special Needs Trust
- Petition to Modify/Terminate Trust
- Administration of Single Settlor & Married Settlors Revocable Trusts
- Estate Tax Return (706)
- Petition for Instructions
- Heggstad Petition
- Regular Administration
- Special Administration
- Spousal Petition
Meet Jack Klosek
Jack has worked at three boutique estate planning firms across the California coast, where he has honed his skills in probate administration, trust administration, and estate planning.
As an expert in both basic and advanced estate planning, he brings a wealth of experience. Some of the advanced estate planning strategies he has utilized have involved the use of GRATS, ILITs, and IDGTs, to name a few. More than just an estate planner, Jack reviews an estate plan from all angles of taxation, which includes property, income, gift, and estate taxation. His favorite part of estate planning is getting to know people from all walks of life, understanding their needs, and working with them to best accomplish their goals.
On his weekends, Jack enjoys spending time with his beautiful German Shephard Nala, and wine tasting with friends and family.
“Klosek helped give our family the assurance that our loved ones were protected. The process was made simple with their trained attorney.”