Meet Jack Klosek
Jack has worked at three boutique estate planning firms across the California coast, where he has honed his skills in probate administration, trust administration, and estate planning. An expert in both basic and advanced estate planning, he brings a wealth of experience. Some of the advanced estate planning strategies he has utilized have involved the use of GRATS, ILITs, and IDGTs, to name a few. More than just an estate planner, Jack reviews an estate plan from all angles of taxation, which includes property taxation, income taxation, gift taxation, and estate taxation. His favorite part of estate planning is getting to know people from all walks of life, understanding their needs, and working with them to best accomplish their goals. On his weekends, Jack enjoys spending time with his beautiful German Shephard Nala, and wine tasting with friends and family.