Practice Areas

Roseville, CA Estate Planning and Tax

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.

Follow the links below to learn more about our Estate Planning services provided at Duncan Law | Duncan Tax:

Estate Planning

Fundamental Estate Planning

There are myriad legal strategies you might consider implementing as you design your estate plan. Regardless, there are a handful of “must have” estate planning documents you must create before anything else.
Learn more about the “must have” Estate Planning documents.

Asset Protection

Asset protection requires careful planning. Threats to your assets can come from a wide variety of potential predators, including future creditors and unnecessary taxes. For such planning to be effective, you will need the help of an experienced estate planning attorney sooner rather than later.
Find out how we can help you protect your assets today.

Charitable Planning

Charitable gift planning can be simple a simple process. For example, you can write a check, hand over cash, transfer stock or sign a quit-claim deed to real estate directly to the charity of your choosing. On the other hand, there are more involved strategies whereby you can give and receive depending on your unique circumstances.
Learn more about Charitable Giving Strategies.

Trust Administration

A Trustee has basic duties and requirements that must be fulfilled upon the death of a person who had a trust in place.
Learn more about Trust Administration.

Tax Planning

Personal & Corporate Tax Returns

Today’s tax laws are so complicated that filing a relatively simple return can be confusing. It’s easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of an experienced Roseville tax Attorney.
Learn more about Personal & Corporate Tax Returns.

Estate & Gift Taxation

It is easy to assume that tax planning is not necessary unless you have a large estate. However, many people underestimate the value of their future assets and with the ever changes in legislation, it is impossible to know what the exemption will be. Asset values which may be transferred free of federal estate tax vary depending upon the estate and gift tax exemption the year in which death occurs.
Learn more about Estate & Gift Taxation.

Tax Advocacy

Duncan Law counsels and represents individuals, partnerships, trusts, estate and corporations in tax disputes with the Internal Revenue Service (IRS) and state and local tax agencies, including the California Franchise Tax Board (FTB), the California State Board of Equalization (SBE), the Employment Development Department (EDD), and county Assessment Appeals Boards. Our attorneys and tax advisors represent clients at all stages of a controversy – audit, collection, appeals, and litigation.
Learn more about Tax Advocacy.

Tax Deferral 

Robert C. Duncan, JD, CPA, CGMA, MBA, MIM, CA RE Broker and founder of Duncan Law | Duncan Tax, has for more than 40 years specialized in solving capital gains and other tax problems when real estate, a business or other capital assets are sold.
Learn more about Tax Deferral.

Business / Corporate Law

Business Formation

Call our office to obtain assistance from a qualified attorney for an appropriate choice of entity to consider the relative advantages and disadvantages of a limited liability company (“LLC”) and Incorporating your business.
Learn more about Business Formation.

Succession Planning

Your business has been the source of your livelihood and has supported your family for most of your life. Right now, maybe after years of tinkering and trial and error, your business runs well. You do not want to work forever, and you may have thought about selling your business so you can retire and provide permanent financial security for your family. Or maybe you have considered transferring the business to one or more of your children who currently work for you. If you are like most business owners, you have not fully considered the options available to you to help transition your business ownership into long term financial security. The team at Duncan Law | Duncan Tax outlines options available to business owners to help achieve a successful transition.
Learn more about Succession Planning.

Mergers & Acquisitions

The key principle behind buying a company is to establish shareholder value over and above that of the sum of the two companies. The reasoning behind mergers and acquisitions is that two companies together are better than two separate companies. This reasoning becomes captivating to companies when times are rough. Financially healthy companies will act to buy other companies in order to create a more competitive and cost effective company. Target companies will usually agree to be purchased when they know they can’t survive on their own and both companies will come together hoping to gain a greater market share. A Roseville Attorney can counsel you during a merge and acquisition to make sure you make the best decision that benefits you and your company.
Learn more about Mergers & Acquisitions.

Real Estate


Robert C. Duncan is a licensed real estate broker and acts as an intermediary between sellers and buyers of real estate and real property. Our firm arranges transactions between a buyer and seller and assists our clients throughout the entire process.
Learn more about Brokerage.


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