Attorneys
Paralegals:
Cheryl Wright
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Ambrecht & Associates is a comprehensive estate planning, trust, tax, and tax litigation practice, with focus on:
- Complex estate and gift planning, tax minimization techniques, and probate avoidance.
- Family businesses transition planning, management strategy, and communication.
- Asset protection strategies.
- Multi-state estate, entity and tax planning.
- Tax audits and appeals.
- California property taxation.
We also work with other professionals throughout California in consultation or as a member of a team.
An attorney (or CPA) will continue to be the family's attorney (or CPA) but will retain us to help with any of the following:
- Be part of a transition team for a family business to facilitate the transition "process" from one generation to another. (See also Families & Wealth, LLC, below)
- Assist with sophisticated tax aspects of a particular estate planning strategy.
- Aid in planning for a future succession of the business and help in drafting the implementation documents.
- Handle an estate or gift tax audit or appeal.
- Aid in planning a business or estate transaction without triggering property tax reassessment, or to review a reassessment and determine if steps may be taken to reverse it.
Why is it more than half of all family businesses fail in the second generation? And more than three quarters fail in the third? See Family Business Succession Planning.
Is there any way to prevent hard-earned wealth from being swallowed by future unknown litigants or creditors? See Asset Protection.
After you pass away, will your family have to pay Uncle Sam most of the wealth you acquired during your life? See Estates and Trusts.
How can a business deal be structured to reduce the tax consequences? See Businesses Organizations, Tax and Transactions.
Under audit from the IRS? Does the IRS say the property value is twice its real worth? See Tax Litigation.
How can you keep your low Proposition 13 property tax base year value and not trigger reassessment? See California Real Property Taxation.
Worth Magazine has named John W. Ambrecht as one of its Top 100 Attorneys, as published in its December/January 2009 issue.
How does Worth make the selection? "It starts with word of mouth," they write. "In searching for Worth’s Top 100 Attorneys, we first turn to our readers — through notices in the magazine and on our website, Worth.com
— asking for the names of the best lawyers handling their personal needs. We also talk to professionals — financial advisors, accountants, family office executives,
academics — in a position to know which attorneys have the greatest expertise in trusts and estates, philanthropy, family law and so on." Worth's editors then begin
a lengthy vetting process until the 100 are chosen. You can see the full listing on the Worth.com website, or if it is no longer posted there, the list has been cached here.
John W. Ambrecht is one of the principals and founders of
Families & Wealth, LLC, formed to help families and their advisors to create
succession, estate and family governance plans in the presence of family issues. Such issues pose far greater threats to asset values
than either taxes or financial risks. Addressing these issues can spare families tremendous expense and suffering.
See the Families & Wealth, LLC, website for more information.
 Click here for our December 2009 Letter to Friends and Clients
Click here for our March 2009 Letter to Friends and Clients
Click here for our January 2009 Letter to Friends and Clients
Click here for what else is new on the website
Click here for our Privacy Policy
Click here for information about contacting us
Ambrecht & Associates is located in Montecito, California. The practice was established by John W. Ambrecht in 1980, and we generally serve clients with assets exceeding $10 million. While the majority of our clients are from Santa Barbara County, we travel regularly to San Luis Obispo and Ventura Counties, and provide services to select clients throughout the State of California.
Disclaimer of Liability: This site is provided as a public service by AMBRECHT & ASSOCIATES. While the information on this site is about legal issues, it is not legal advice nor legal representation. Because of the rapidly changing nature of the law and our reliance upon outside sources for some articles and links, we make no warranty or guarantee of the accuracy or reliability of information contained herein or at other sites to which we link. We assume no responsibility for any information, advice, or services provided by any site to which we link.
Nothing contained on this site is intended to be, nor may it be, construed to be giving legal advice as to any particular situation.
In addition, please be advised that any communications to us from a viewer of the website (whether via email or phone or fax or any other means) cannot have an expectation of confidentiality and will not be under the attorney-client privilege.
© 2009 AMBRECHT & ASSOCIATES
This site is protected by copyright and trademark laws
under U. S. and international law.
For comments about this web site, email green@taxlawsb.com
Photograph at upper left is sunrise view of Santa Ynez Mtns. from Mission Santa Ynez, Santa Barbara County, CA. © D. Green 1997.
This page updated December, 2009
This page: www.taxlawsb.com
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