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Service Areas

Estate Planning

Estate planning can minimize estate taxes and preserve family wealth. The many important non-tax aspects of estate planning include asset protection, the long term financial security of beneficiaries and charitable objectives. The Hayashi & Wayland Estate and Trust group provides a wide range of services and works as a team with attorneys and other estate and trust professionals to help you achieve your estate planning goals.

Our group is able to assist in the design, implementation and administration of your estate plan, explaining the key issues that you need to consider.  Based on your specific needs and circumstances, these issues may include types of assets to transfer, whether you want to retain any benefit, degree of control over how heirs use the assets, and if and how assets are left to charity.

We are able to work closely with you and your family in the following areas:

  • Estate Planning and Administration
  • Business Succession Planning
  • Preparation of Estate, Gift, Fiduciary and Charitable Trust Income Tax Returns
  • Trust Administration and Accounting
  • Court Accountings
  • Charitable Giving Strategies, including Private Foundations
  • Family Office 

Contact Us

For additional information regarding our Estate and Trust Services and how we can assist you, please contact John H. Gibbons, Partner, CPA, at 831.759.6313 or click here to email John.  He can help assess your situation and determine how our team of professionals may be of assistance to you and your family.

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