Tax Law, Estate And Trust Planning, And Real Estate

At Lawrence T. Ullmann, Attorney At Law, I provide a full-service approach to tax law. The law can affect more than your state and federal tax returns. Smart estate planning and real estate transactions can make a huge difference when it comes time to pay your tax bill. As a licensed tax attorney since 1979, former IRS agent, and certified public accountant, I help individuals and businesses throughout Silicon Valley navigate the complexities of tax law.

Certified California Tax Law Specialist

I am one of the most experienced and knowledgeable tax attorneys in California. Before entering private practice, I spent years working for the IRS as a revenue agent and appeals officer. I know how IRS agents and officers think. Being a CPA in addition to a lawyer, I can also advise you or your business on minimizing your taxes while staying within the law.

Estate Planning, Trust Administration And Taxes

California’s estate laws are extensive and complicated, and how you set up your estate plan can have major tax implications. I can help you use trusts and other instruments to minimize the tax impact on your estate, letting you pass on more of your assets to your loved ones.

Smart, Long-Term Real Estate Advice

Though most real estate transactions go smoothly, complications can arise, especially when it comes to taxes. As your attorney, I will help protect you from surprises during your real estate purchases and sales, and represent you in court if necessary.

Let’s Talk About Your Situation

Contact my Walnut Creek office at 925-977-3898 or fill out my online contact form to schedule an appointment with me.