Zachary Price

JF&K attorneys offer substantial expertise in the development of plans for the transfer of wealth, during life and at death, in a manner designed to respect and implement the client’s personal objectives while also addressing federal and state transfer tax issues.


  • Revocable living trusts, wills, durable powers of attorney for asset management, and advanced health care directives
  • Lifetime gifting strategies
  • Life insurance planning
  • Strategies for the transfer of retirement and deferred compensation plans
  • Disclaimer and other post mortem planning
  • Qualified personal residence trusts
  • Strategies to “freeze” the value of appreciating assets
  • Planning for the federal estate tax marital deduction including preparation of lifetime and testamentary QTIP trusts (and QDOT trusts for non-citizen spouses)
  • Generational trust planning for the tax efficient transfer of wealth to grandchildren and more remote descendants
  • Charitable planning, which may include charitable remainder trusts, charitable lead trusts, and private foundations

Contact Zachary Price

Johnson Fantl & Kennifer LLP
500 Camino El Estero
Monterey, California  93940
Phone: 831-373-2811
Fax: 831-373-2811


Service Area

Statewide service provider in:
  • California

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