Wills, Trusts & Estates

My estate planning practice includes both basic estate plans and advanced tax planning. I work with clients from all backgrounds. Some of my clients are young couples with small children, and others are high net worth individuals. I also have clients with special needs children and those with substantial separate property.

• Nolo Document Review

• Estate Taxes & Gift Taxes
• Power of Attorney

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Asset Protection
• Guardianship
• Power of Attorney
• Special Needs Trust
• Supplemental Needs Trust

CA, Dec 1999
Bar Number: 202937

Ninth Circuit, Central District of California, Northern District of California.

Beverly Hills Bar Association, Los Angeles Bar Association.

I attend numerous legal seminars on the topics of estate and tax planning.

I published my law review note in the Yale Law Journal.

Example 1 -Basic Estate Plan: A married couple with minor children and a few assets, like a house and life insurance policy, need a basic estate plan to protect their children if they are no longer around. I provide a comprehensive estate plan designed to avoid probate, eliminate estate taxes, and maximize the clients' peace of mind should anything happen to them.

Example 2 - Advanced Estate Plan: A single man with grown children, substantial commercial real estate, closely-held stock in a company about to go public, and a new business venture needs advanced tax planning to minimize his estate tax exposure, provide for his two adult children after his death, and achieve his charitable goals. I provide both basic and advanced tax planning, including a Delaware Dynasty Trust, a Delaware LLC, zeroed-out Grantor Retained Annuity Trusts, an Irrevocable Life Insurance Trust, and other short- and long-term strategies to remove appreciating assets from the client's estate.

2

California

Klapach & Klapach is a husband and wife law firm. After years of practicing at large law firms and specialty boutiques, my husband and I formed Klapach & Klapach. Our firm was born out of our shared commitment to provide the highest quality service and personalized attention to our clients. Our specialty is estate planning, although my husband also handles appeals and business litigation. Our goal is to combine the high quality service of a big law firm with the personal touch and affordability of a family lawyer. Even after we have completed an estate plan, we encourage our clients to contact us when they have questions, need advice, or simply want a referral. Our commitment is to build long-lasting relationships with all of our clients, and to have our clients view us as their personal lawyers.

After graduating from Yale Law School with honors, I clerked for the Chief Judge of the United States Second Circuit Court of Appeals. I then moved to California and worked at Munger, Tolles & Olson, one of the most prestigious law firms in the United States. After a number of years at Munger, Tolles, I transferred to a smaller boutique called De Castro, West, Glickfeld, Chodorow & Nass, where I focused on estate and tax planning for high net worth individuals. After three years at De Castro, West, I decided to start my own practice so that I could be my own boss. Since then, I have provided estate planning services to clients with net worths of between $100,000 and $20 million. In January 2009, my husband, Joe, and I decided to form the law partnership of Klapach & Klapach.

Juliet Burton

(310) 728-1779

Monday through Friday
9:00 a.m. 5:00 p.m.
Evenings and weekends also available.

Yes

Yes, Hebrew.

For a basic estate plan, I charge a fixed fee of $3,000, half of which is due when I am retained and the other half when we finalize the estate planning documents (sign, witness, and notarize). For more advanced planning, I charge either a fixed fee, which varies depending on the complexity of the plan, or my hourly fee of $300. I do not typically review wills and trusts prepared using computer programs or online forms, but will review a will or trust produced by Quicken WillMaker Plus. Any such review will be charged by the hour.

$300 per hour.

I offer a free one-hour initial consultation.

I require a retainer only if I am hired to provide hourly legal services. The retainer varies depending on the services to be provided.