Estate Tax Planning Attorneys
Serving Thousand Oaks, CA
Let's Create Your Estate Plan

Since 1985, We’ve Carefully drafted thousands of revocable living trusts for clients throughout Ventura County, Los Angeles County, and across California.  

A living trust is a powerful legal tool that can provide peace of mind and ensure your wishes are carried out. 

At Staker|Johnson, our experienced living trust attorneys Serving Thousand Oaks are here to guide you through the process with expertise and compassion.

Thousand Oaks Estate Planning Law Firm

Estate Tax Planning Services | Thousand Oaks, CA 

Are you considering estate planning or a living trust as a step to secure your family’s future and protect your assets? 

At Staker|Johnson, our team of attorneys tailor estate plans specific to your situation to protect your most valuable asset – peace of mind

We are a team of local Estate tax planning can be an important step for real estate investors & business owners who want to ensure their hard-earned assets pass to their heirs with minimal tax burden. 

As a law firm, we are dedicated to providing full scope estate planning services tailored to your family’s unique needs. It is our privelege to help you create an estate plan that protects your assets and provides greater security for your loved ones

The Living Trust is the Foundation to Estate Tax Planning in California 

  • Avoid probate: Keep your estate out of the costly and time-consuming probate process
  • Maintain privacy: Unlike wills, living trusts are not public records
  • Flexibility: Easily modify your trust as life circumstances change
  • Asset protection: Safeguard your wealth for future generations
  • Tax benefits: Potentially reduce estate taxes with proper planning

Creating a living trust is an essential step in ensuring your assets are distributed according to your wishes. 

At Staker|Johnson, we can guide you through each step of this process, ensuring that your estate plan meets both your goals and California’s legal requirements. Let us help you establish a clear, legally sound trust to protect your family’s future. 

Get started today by contacting our office.

We know that no two families are alike. Our team takes the time to understand your specific goals and circumstances, crafting a customized living trust that aligns perfectly with your wishes.

Read more below to learn about detailed FAQs and information about Living Trusts in California.

Schedule a consultation today and we’ll answer any other estate tax planning questions you may have.

Creating a living trust is one of the most important steps you can take to secure your family’s financial future. Don’t leave your assets and loved ones vulnerable to the complexities of probate or potential legal challenges.

 

Comprehensive Solutions We Offer for Thousand Oaks Residents

For high net worth families, did you know that without proper planning, up to 40% of your estate could go to the IRS instead of your loved ones? 
 
While owning financial assets and real estate plays an important role in creating financial security, it can also create significant estate tax implications. We specialize in navigating the complexities of California’s estate tax laws. Our attorneys possess extensive knowledge of local regulations and court procedures specific to Ventura County.
 
The Estate Tax Planning process in Thousand Oaks can be straight forward with a trusted legal aid. 
 
 
Our estate planning law firm has been serving Californians for over 35 years.

Why Estate Tax Planning Matters

California Living Trust & Estate Planning Focused On You

Estate tax laws are constantly changing. The sooner you start planning, the more options you’ll have to minimize your tax exposure. For some California residents, an estate plan that includes a family partnership presents amazing planning opportunities. 

For general estate tax planning, here’s why acting sooner than later may be in your favor:

  • Lock in current exemptions before potential legislative changes
  • Maximize the power of compound growth in tax-advantaged structures
  • Provide clarity and peace of mind for you and your family

Our firm is dedicated to providing the local community with useful strategies in tax and estate planning law. We explain complex concepts in easy to understand terms, ensuring you fully understand every aspect of your living trust. Staker|Johnson specializes in living trusts, estate planning, probate matters and trust administration.

Get started today by contacting our office.

To learn more about our legal services, or if you would like a free consultation regarding living trusts & estate planning, please do not hesitate to contact us at (805)482-2282, or e-mail us.

Our Approach to Estate Tax Planning 

Protecting your wealth from excessive taxation is one of the most important financial decisions you can make for your family’s future. We have been actively involved in helping families in Thousand Oaks for nearly decades. Don’t leave your hard earned assets vulnerable to unnecessary estate taxes.

Our firm is dedicated to providing the local community with useful strategies in tax and estate planning law.

Are you looking for assistance with your estate planning or estate planning for a family member or friend? Staker|Johnson specializes in living trusts, estate planning, probate matters, and trust administration.

Staker Johnson logo

Estate Planning Focused on You

Meet Our Team

(Hablamos Español)

Bring Peace of Mind to You and Your Loved Ones

Staker Johnson Law Corporation is a tax and estate planning attorney firm providing services for living trusts, probate and trust administration. 

Living Trusts

A living trust is a legal document that replaces what you think of as your will. The living trust makes sure your assets go to the people you choose.

Learn More

Conservatorships

The conservatorship of the estate gives the conservator the right to manage the financial affairs of the conservatee.

Learn More

Tax Planning

Estate planning & strategic advisory for high net worth individuals seeking to minimize estate taxes. Family partnerships & more.

Learn More

Business Formation

Experienced in forming all business entities. Limited liability companies, corporations, and limited partnerships.

Learn More

Staker Johnson logo

Our firm proudly serves all of California but in particular the following Southern California and other Ventura County communities: Simi Valley, Thousand Oaks, Westlake Village, Agoura Hills, Moorpark, Camarillo, Fillmore, Ojai, Oxnard, Port Hueneme, and Santa Paula. 

Own a Home in California?
You Should Have a Living Trust

living trust creation

Valued Client Reviews

4.9
Based on 14 reviews
powered by Google
  • We have interviewed several estate planning firms in the area and decided to work with Kevin Staker as he was able to share insightful details about fiscal matters. Kevin adds value... read more

    Vincent Paternoster Avatar Vincent
    November 6, 2025
  • Wonder attorney and staff!

    Dean Richardson Avatar Dean
    July 16, 2024
  • Sharon Willett Avatar Sharon
    July 16, 2024
  • Terry Poland Avatar Terry
    July 16, 2024
  • Terry Poland Avatar Terry
    October 22, 2023
  • Wonder attorney and staff!

    Dean Richardson Avatar Dean
    August 28, 2023
  • Sharon Willett Avatar Sharon
    August 11, 2023
  • Mr Staker did a wonderful job doing a restatement of our trust. He explained everything well. He also has a lot of great stories!

    Theresa Kelly Avatar Theresa
    July 16, 2023
  • Mr Staker did a wonderful job doing a restatement of our trust. He explained everything well. He also has a lot of great stories!

    Theresa Kelly Avatar Theresa
    December 19, 2022
  • Experienced trust & estate attorney in Ventura County, we are so grateful for their help.

    Salar Shirazi Avatar Salar
    July 16, 2022

Living Trusts

A properly drawn living trust assures that the surviving spouse will be cared for & also assures that children will receive their rightful inheritance.

Estate Planning

Maximize the wealth you pass on to your heirs instead of to the IRS or your creditors. The family partnership presents amazing planning opportunities.

Business Formation

Our firm partner Brandon P. Johnson can assist you in determining the best entity for your particular situation, helping you to avoid common pitfalls.