Intra-Family Transfers
We facilitate intra-family transfers, allowing you to transfer real property assets to another family member.
At the Law Offices of Daniel A. Hunt, we understand that transferring wealth or property within your family is more than just a transaction—it’s a legacy. Whether you’re helping a loved one purchase their first home, passing down a family business, or ensuring the family vacation property stays in the family, these decisions carry emotional and financial significance.
Our experienced estate planning attorneys are here to guide you through the process, ensuring your goals are met with care and precision. Contact our Sacramento real estate law firm today to schedule your no-cost initial consultation.
What Is an Intra-Family Transfer?
An intra-family transfer involves transferring assets, such as real estate, money, or business interests, to another family member. These transfers can occur during your lifetime (through gifting or sales) or after death (via trusts, wills, or other estate planning tools). While intra-family transfers can provide meaningful benefits, they also involve complex legal and tax considerations.
How We Can Help
The Law Offices of Daniel A. Hunt specializes in crafting customized solutions for intra-family transfers. Our services include:
- Real Property Transfers: We help facilitate the smooth transfer of real estate to family members, ensuring compliance with applicable laws and minimizing tax liabilities. This may include strategies to preserve Prop 13 tax benefits in California.
- Gifting Strategies: Whether you’re considering a cash gift or transferring other high-value assets, we’ll guide you on annual gift tax exclusions, lifetime exemptions, and potential income tax impacts.
- Family Business Transfers: For clients looking to pass down a family business, we can assist with business succession planning, partnership agreements, and minimizing tax consequences.
- Trusts and Estate Planning: We design trusts that safeguard family assets and ensure their transfer aligns with your wishes, offering options such as irrevocable trusts, grantor retained annuity trusts (GRATs), and more.
Why Choose Us?
Our team is dedicated to helping you preserve family harmony and financial security during the transfer process. We take the time to understand your unique circumstances and provide clear, practical advice every step of the way.
- Experienced Guidance: With years of experience in estate planning, we’re equipped to handle even the most complex intra-family transfers.
- Tailored Solutions: No two families are alike. We work closely with you to create a plan that aligns with your specific needs and goals.
- Tax Efficiency: Our attorneys are well-versed in federal and state tax laws, helping you avoid pitfalls and take advantage of opportunities to minimize tax burdens.
Our California Real Estate Attorneys Can Help
At the Law Offices of Daniel A. Hunt, we’re committed to protecting your legacy and making intra-family transfers as seamless as possible. Whether you’re planning for the future or navigating an immediate need, we’re here to help.
Contact us today to schedule a no-cost initial consultation with our Sacramento real estate attorneys and take the first step toward securing your family’s future.