Serving The Bay Area And All Of California For More Than A Decade
Val Sluetzky
- Partner
Contact Me:
Legal Secretary
Jennifer Montane-Falgout
Practice Areas
- Estate Planning - Domestic and International
- Probate
- Trust Administration
- Tax: Domestic and Cross-Border
- Estate/Gift/Income Tax Compliance
- Entity and Property Tax Related Planning
Education
- University of California College of the Law, San Francisco, (formerly U.C. Hastings), San Francisco, California, J.D., 2002
- University of California, Berkeley , California, B.A., 1999
Biography
Val Sluetzky is a Partner at JKZ LLP. He counsels individuals and families regarding the implementation of various estate planning techniques involving U.S. and foreign property. His practice encompasses developing complex wealth transfer strategies (including family business succession planning, dynasty trust planning, and charitable and split-interest trust arrangements) as well as tailoring revocable living arrangements that are sensitive to family law property characterization concerns.
Val's practice involves counseling individuals with respect to planning strategies and initiatives and tax compliance requirements associated with immigration, expatriation, cross-border transactions and international estate planning. Additionally, Val advises individual and corporate fiduciaries and beneficiaries concerning trust, probate, trust administration and income tax compliance matters.
Prior to joining JKZ LLP, Val was a Senior Associate at Anderson Yazdi Hwang Minton + Horn LLP and Greene Radovsky Maloney Share & Hennigh LLP.
Bar Admissions
- California, 2002
Recognition
- UC Regents' Scholarship
- University of California College of the Law (Formerly US Hastings) Academic Excellence Scholarship
Professional Associations
- San Francisco Bar Association, Member
- San Mateo County Bar Association, Member, 2015 to 2019
Community Involvement
- San Mateo SCPCA, 2015 to 2019
Representative Clients
- Private Clients
- High Net Worth Clients
- International Clients
Languages
- English
- Russian
- Ukrainian