Business Details
Trusted Estate & Tax Planning Attorneys in Woodland Hills, CA
At the Law Office Kim S Millman, we specialize in creating personalized legal solutions for estate planning, tax planning, and trust administration. With over 25 years of experience as a California Trust and Estate Planning Attorney, Kim Millman combines her background as a successful entrepreneur with her legal expertise to address the unique needs of individuals, families, and business owners. Our practice emphasizes customized planning for life, love, and loss, ensuring clarity and legal protection for clients during periods of health, incapacity, and death. We prioritize long-term client relationships, adapting to evolving personal and legal landscapes while maintaining transparency and simplicity in all our services.Our approach integrates advanced legal strategies, such as revocable living trusts and charitable planning, to minimize probate costs and maximize asset protection. We collaborate closely with clients' financial advisors and tax professionals to deliver comprehensive, flexible plans that align with current and future needs. Our commitment to client education ensures that both immediate and long-term goals are clearly understood and documented, fostering peace of mind for clients and their heirs.
Services
Estate Planning
Incapacity Planning
Charitable Planning
Tax Planning
Trust Administration
Highlights and features
- We offer over 25 years of entrepreneurial and legal experience in estate planning.
- Our customized plans address life, love, and loss transitions comprehensively.
- We prioritize long-term client relationships and adapt to evolving needs.
- Our practice combines legal expertise with practical business succession strategies.
- We collaborate with financial and tax professionals for holistic client solutions.
Services
Estate Planning
Estate planning ensures your assets and wishes are protected during life and distributed according to your goals after death. Our services include revocable living trusts, wills, and advanced health care directives. We tailor plans to address health, incapacity, and death, minimizing probate costs and legal complexities for your family.
Incapacity Planning
Incapacity planning prepares for medical and non-medical decisions if you become disabled. We draft advanced health care directives and contingency plans for living arrangements, pet care, and family guidance. Our approach ensures your preferences are respected and reduces family stress during challenging times.
Charitable Planning
Charitable planning integrates philanthropy into your estate strategy through direct donations, trusts, or foundations. We help structure gifts to maximize tax benefits while aligning with your values. Our expertise ensures your charitable goals are fulfilled efficiently and sustainably.
Tax Planning
Tax planning optimizes your estate to minimize tax liabilities under evolving laws. We coordinate with CPAs and advisors to leverage exemptions, file returns, and adapt to legislative changes. Our strategies ensure compliance while preserving wealth for beneficiaries.
Trust Administration
Trust administration manages post-death asset distribution and legal obligations. We handle notices, valuations, tax filings, and guardianship for minors. Our process simplifies complex procedures, providing support to grieving families while meeting statutory deadlines.
People
Kim S. Millman
Attorney
Kim S. Millman is a California Trust and Estate Planning Attorney with over 25 years of entrepreneurial experience. She graduated cum laude from Pepperdine University School of Law in 2006 and California State University, Northridge, in 1982. Her background includes founding Girlfriends LA, a teen apparel catalog sold to a New York conglomerate. She specializes in estate, tax, and business succession planning, leveraging her business acumen to address client needs.
Questions
What does your estate planning service include?
Our estate planning covers revocable living trusts, wills, advanced health care directives, and tax strategies to protect assets during life and ensure smooth distribution after death.
How do you handle incapacity planning?
We create advanced health care directives and contingency plans for living arrangements, pet care, and family guidance to honor your wishes during disability.
Can you assist with charitable giving in estate plans?
Yes, we structure charitable donations through trusts, foundations, or direct distributions to align with your philanthropy goals and tax benefits.
What is trust administration?
Trust administration manages asset distribution and legal tasks after death, including tax filings, notices, and guardianship for minors.
How does your experience benefit clients?
My background as an entrepreneur and attorney allows me to understand business succession needs and deliver practical, client-focused legal solutions.
