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Johnston, Kinney & Zulaica LLP

To Consult With An Experienced Attorney

Val Sluetzky
Val Sluetzky
  • Attorney

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Practice Areas:

  • Trust and Estate Planning 60%
  • Tax Domestic and Cross-Border 20%
  • Trust Administration and Estate/Gift Tax Compliance 10%
  • Entity and Property Tax Related Planning 10%

Education

  • University of California, Hastings College of the Law, San Francisco, California
    • J.D. - 2002
  • University of California, Berkeley , California
    • B.A. - 1999

Biography

Val Sluetzky counsels individuals and families in the implementation of various estate planning techniques. His practice includes developing complex wealth transfer strategies including family business succession planning and charitable and split-interest trust arrangements, as well as crafting revocable living trusts that are sensitive to family law property characterization concerns.

In addition, Val advises individual and corporate fiduciaries and beneficiaries concerning trust, probate, estate administration and tax compliance matters.

Val has extensive experience in the following areas:

  • Comprehensive estate planning with a sensitivity to family law issues and the minimization of estate, gift and generation-skipping transfer (GST) taxes
  • Intra-family transactions, including loans and sales between family members
  • Real estate transfer and ownership planning, including co-tenancy arrangements
  • Intergenerational dynastic trust planning
  • Asset protection advice and planning
  • Family business succession entities, including limited partnerships and limited liability companies
  • Trust, probate and estate administration

Professional Associations

  • San Francisco Bar Association, Member, Present
  • San Mateo County Bar Association, Member, 2015 to 2019

Bar Admissions

  • California, 2002

Honors

  • UC Regents' Scholarship
  • Hastings Academic Excellence Scholarship

Pro-Bono Activities

  • San Mateo SCPCA, 2015 to 2019

Representative Clients

  • Private Clients
  • High Net Worth Clients
  • International Clients

References

  • Christina Gallagher Nelson
  • Lori Christensen
  • John Osborne

Past Positions

  • Anderson Yazdi Hwang Minton & Horn LLP, Senior Associate, 2015 to 2019
  • Greene Radovsky Maloney Share & Hennigh LLP, Associate, 2008 to 2015

Languages

  • English
  • Russian
  • Ukrainian