Anna Michnicka
Top rated Estate Planning & Probate attorney in San Francisco, California
Practice Areas:
Estate planning & probate,
Trusts,
Wills,
Tax
Education Qualification:
Seattle University School of Law
Practice Areas:
Estate planning & probate,
Trusts,
Wills,
Tax
100 Pine St Suite 1250San Francisco, California, 94111
First Admitted: 2008, California
Professional Webpage: https://michnickalaw.com/about-us/
Bar/Professional Activity:
- Member, San Francisco Estate Planning Council, 2014-2023
- California, 2008
- Member, San Francisco Foundation Emerging Advisors Network, 2017-2023
- Director, Board of Directors of the Better Business Bureau, Inc., 2015-2023
Special Licenses/Certifications:
- Certified Specialist in Estate Planning, Trust and Probate Law designated by the State Bar of California, 2015
- Admitted to United States Tax Court, 2011
- LL.M. Taxation, University of Washington School of Law Graduate Program in Taxation, 2008
Honors/Awards:
- Northern California Super Lawyers, Rising Star, 2013-2022, Super Lawyers
Educational Background:
- B.A.S., University of Washington, 2004
- LL.M. Taxation, University of Washington School of Law, 2008
Scholarly Lectures/Writings:
- “Understanding Tax Procedures” and “Estate Administration: Why Each Step is Important,” National Business Institute, Inc., December 2012
- “Here Today, Gone Tomorrow: A Fiduciary’s Guide to the Attorney-Client Privilege,” Professional Fiduciary Association of California, March 2018.
- “Post Mortem Tax Planning Options,” National Business Institute, Inc., November 2016
- “Tax Planning” and “Revocable Living Trusts,” National Business Institute, Inc., July 2015
- You may have heard by now that the Gift and Estate Tax exemption amount was increased by the Tax Cuts and Jobs Act of 2017, which became effective on January 1, 2018. This article is to highlight some of the key estate planning issues under the new tax law. In 2019, the Gift and Estate Tax exemption as adjusted for inflation is $11.4 million, and in 2020, the exemption amount will be increased to $11,580,000. Historically, this is the highest the exemption has ever been. The exemption will continue to increase incrementally due to a built-in inflation adjustment until January 1, 2026, when, absent an act of Congress, the exemption will be decreased to about $6 million. The value of a decedent’s estate in excess of the available exemption upon death will be subject to a 40% estate tax. This dramatic increase (and future expected decrease) in exemption poses a range of estate planning issues which affect all clients, regardless of the amount of your wealth. There are also some opportunities for tax savings., Author, Important Tax and Estate Planning Update, 2019
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