Does California have an estate tax?

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Often my clients ask me about California estate tax and any effect it may have on estate planning. Surprisingly, California does not have its own estate tax. This is counter intuitive as California is generally a high tax state and many other states have a state level estate tax.

What California does have however is a highly onerous probate process which takes a percentage of your assets like a tax. Any estate in California that has gross assets in excess of one hundred and fifty thousand dollars outside of a trust is subject to probate and the associated statutory fees.

For most people, having a revocable living trust based estate plan is necessary to avoid probate. Please contact me to schedule a free consultation about how to avoid the probate “tax” in California.

I’m located in the Bay Area and have offices in Larkspur/Marin County, San Francisco, Mountain View, San Mateo, and Walnut Creek.

Daniel DuRee

Daniel DuRee

Daniel is a Bay Area estate planning and living trust attorney who understands not just the legal issues, but also the complex family dynamics involved in the estate planning and living trust process. His articles have been published in the San Jose Mercury News, Contra Costa Times, Community Focus, Clayton Pioneer, and Martinez Gazette.
Daniel DuRee

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5 San Francisco Bay Area Offices

Walnut Creek
Estate plans and living trusts

1535 North Main Street, Suite 240
Walnut Creek, CA 94596

(925) 210-1400

(925) 210-1400

Mountain View
Estate plans and living trusts

800 West El Camino Real, Suite 180
Mountain View, CA 94040

(650) 933-7122

(650) 933-7122

San Mateo
Estate plans and living trusts

951 Mariners Island Blvd, Suite 300
San Mateo, CA 94404

(415) 373-8335

(415) 373-8335

San Francisco
Estate plans and living trusts

75 Broadway Street, Suite 202
San Francisco, CA 94111

(415) 373-8335

(415) 373-8335

Marin County
Estate plans and living trusts

700 Larkspur Landing Circle, #199
Larkspur, CA 94939

(415) 373-8335

(415) 373-8335

Email Dan

I was impressed

Submitted:
★★★★★
5
I was impressed with not only Daniel's knowledge of living trusts but also with how he listened closely to our needs and helped us understand the (complicated) issues in plain English. These are great traits for an attorney. I would definitely go back to Daniel for estate planning needs and will recommend him to others in the future.
- Bryan P.
Overall rating: ★★★★★ 5 based on 1 reviews
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