Preserve Your Proposition 13 Tax Benefits. Transfer Wealth Without Costly Mistakes.

The Free 30-Minute Tax Strategy Session Includes:

Direct Attorney Access

Meet directly with Jack Klosek, Esq.—no paralegals or junior staff.

Risk Identification

Clarify your specific Proposition 13 and Proposition 19 property tax risks.

Custom Roadmap

Walk away with actionable next steps to minimize gift, estate, and income tax exposure.

Book Your Free 30-Minute Consultation

Call Now: 916-290-7560

Limited strategy session slots available.

Improperly Structured Transfers Have Permanent Consequences

Transferring assets to your children or family members is a major milestone for your legacy, but in California, it is fraught with financial risk. Under Proposition 19, improperly structured real estate transfers can permanently trigger a property tax reassessment.

Once triggered, this reassessment cannot be reversed. Do not leave your family’s financial future to chance. At Klosek Law Offices, we design strategic, tax-efficient plans that protect your hard-earned assets, preserve favorable tax statuses, and ensure your wealth transfers exactly as you intend.

Tax-Smart Transfer Strategies Tailored to Your Goals

Real Estate Transfers

We ensure your California real property passes to family members without unnecessary tax triggers, actively navigating the rules to protect your Proposition 13 tax basis.

Strategic Gifting Plans

We help you safely utilize annual IRS gift tax exclusions and lifetime exemptions to transfer wealth tax-free over time.

Family Business Succession

We craft bespoke transition plans, partnership agreements, and trust structures to safeguard leadership continuity and minimize business transfer taxes.

Trusts & Estate Vehicles

We establish the exact legal framework—from revocable to irrevocable trusts—required to protect your assets from probate and unnecessary taxation.

Stop Guessing With Your Family’s Wealth

You need clarity on your tax exposure before making a move. Secure your 30-minute strategy session with Jack Klosek to identify your risks and map out a safe transfer plan.

Book Your Tax Strategy Session

Why Californians Trust Jack Klosek With Their Most Valuable Assets

Direct Attorney-Led Service

You work exclusively with Jack Klosek, the founder and principal attorney. Your family’s financial future is never passed off to junior associates.

Over a Decade of Experience

Jack has been fiercely protecting high-net-worth clients in complex estate, trust, and probate matters since 2014, beginning his career at the Santa Clara County Courthouse.

Elite Peer Recognition

Jack is recognized by Super Lawyers as a Rising Star—an exclusive honor awarded to only a select percentage of attorneys for outstanding professional achievement.

Top-Tier Academic Credentials

Jack holds a J.D. from the University of California, Davis School of Law, and a B.A. from the University of California, Berkeley.

Proven Client Outcomes

Klosek Law Offices is consistently rated 5 stars by clients who praise Jack’s responsiveness, clarity, and strategic tax-saving guidance.

Bilingual Representation

Jack is fluent in Polish, enhancing communication and comfort for Polish-speaking clients and their families.

Frequently Asked Questions

Will transferring my property trigger a property tax reassessment?

It can. California’s Proposition 19 changed the rules, making it easier for inherited or transferred properties to be reassessed at current market value. However, careful legal planning can often preserve your Proposition 13 tax basis. We will map out your exemptions during your consultation.

What is the annual gift tax exclusion?

The IRS allows you to gift a specific amount of money or assets to an individual each year completely tax-free, without dipping into your lifetime exemption. We can help you structure these gifts to safely transfer wealth over time.

Can I transfer my business to my family while I am still alive?

Yes. We regularly help business owners transition their companies through structured gifting, specialized trusts, or gradual ownership transitions to ensure the business survives and thrives without crippling tax burdens.

Secure Your Family’s Financial Future Today

Too many families leave money on the table and expose themselves to the IRS because their transfers are mismanaged. Protect your assets, your business, and your peace of mind by acting now.

Schedule Your Free Tax Strategy Consultation