Service Areas

"Words do not even begin to thank you for the “above and beyond” the call to help! Your caring concern and determination was unbelievable. I appreciate you so much. "

- Sandy L. | Testimonials

Duncan Law | Duncan Tax serves both US and International clients to provide innovative strategies and quality legal services to create an Asset Protection Fortress, Advanced Estate Plan, and Minimize Tax.

Working alongside our clients for effective legal and tax strategies, we design and determine what the tax will be each year in a proactive manner to optimize income. Taxes can be minimized by marshaling appropriate assets to preserve wealth.

Estate Planning. A Revocable Living Trust is the first step in creating an effective Estate plan.  For persons in need of additional estate planning, Duncan Law | Duncan Tax can evaluate your current plan to see if you are fully maximizing the advantages available to you and can assist you in incorporating additional planning techniques.

Asset Protection. Domestic and International protection (inbound & outbound) using a variety of Irrevocable Trusts with a variety of entities and structures.

Advanced Estate Planning. DLDT uses appropriate Revocable Trusts, wealth creation, transition planning, Business Succession planning, Probate and Trust Administration, Trust Accounting and Tax Services.

Estate Administration. Proper planning is important to prevent the courts from controlling your assets upon death or incapacity.  Trustees are in a position of safeguarding assets for beneficiaries.

Strategic Tax Planning. We have experience with Estate/Gift/ Income Taxes, Estate Taxes, Business Taxes, non-profits, Individual, Sales, Real Property Taxes, International, Stock Options, Founder Shares and Restricted Stock.

Real Estate/Loan Restructure. Our professionals can help you keep your home and provide you with an arrangement that works for your situation.  Robert C. Duncan also is a licensed broker to assist our clients in marketing and selling their property under the best terms.

Corporate. DLDT understands the personal liability you face and has expertise in legally structuring the type of entity you select for your business.  The most common forms of business are sole proprietorship, partnership, corporation, S Corporation and limited liability companies (LLC) and limited liability partnerships (LP).

Professional Specialties

Why Pay Twice for the Same Advice?®

Asset Protection and Wealth Preservation

Wealth Creation and Transition

Tax Planning and Representation

Estate and Succession Planning and Taxation

Tax Collection, Controversy and Compliance

Business and Corporate Law Audits, Reviews, Compilations

Business Formation and Entity Selection

Trust Accounting and Taxes

Business and Intellectual Property Valuations

Intellectual Property Sales and Property Tax

Commercial Workouts Capital Gains Taxes

Real Estate, Broker Services

Payroll

Contracts Cash Flow Management


Contact

  • 916.797.7436
  • Toll-Free 866.277.8201
  • 2281 Lava Ridge Court, Suite 200
  • Roseville, California 95661

Members of

  • WealthCounsel
  • WealthCounsel
  • WealthCounsel

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This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Persons accessing this site are encouraged to seek independent counsel for advice regarding their individual legal issues.