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  • About us

    Simplifying the complex.

    Since 1939, our firm has assisted thousands of businesses and individuals reach their financial goals.
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    Featured Insights

    California Changes Tax Legislation for Incomplete Non-Grantor Trusts

    September 18, 2023
    KROST Quarterly Magazine - S&E Issue Vol 5, Iss 2

    KROST Industry Magazine: The Sports & Entertainment, Vol. 5 Issue 2, is Now Available!

    September 15, 2023
    The Los Angeles Business Journal Appoints Keith Hamasaki as a Judge for the CFO Awards 2023

    The Los Angeles Business Journal Appoints Keith Hamasaki as a Judge for the CFO Awards 2023

    September 15, 2023
    The Restaurants Care Resilience Fund is Accepting Applications for Hollywood Strikes Hardship Grants

    The Restaurants Care Resilience Fund is Accepting Applications for Hollywood Strikes Hardship Grants

    September 14, 2023
    Aric Wong Joins KROST's Principal in Development Program

    Press Release: Aric Wong Joins KROST’s Principal in Development Program

    September 12, 2023
    Anna Chen is Attending INBOUND23

    Anna Chen is Attending INBOUND 23

    September 5, 2023

    California Changes Tax Legislation for Incomplete Non-Grantor Trusts

    September 18, 2023

    KROST Industry Magazine: The Sports & Entertainment, Vol. 5 Issue 2, is Now Available!

    September 15, 2023

    The Los Angeles Business Journal Appoints Keith Hamasaki as a Judge for the CFO Awards 2023

    September 15, 2023

    The Restaurants Care Resilience Fund is Accepting Applications for Hollywood Strikes Hardship Grants

    September 14, 2023

    Press Release: Aric Wong Joins KROST’s Principal in Development Program

    September 12, 2023

    Anna Chen is Attending INBOUND 23

    September 5, 2023
  • Insights
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Disclaimer

Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained

April 5, 2023By Douglas Venturelli, Esq.
Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained

In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax

Benefits of Disclaimers in Post-Mortem Estate Planning

October 27, 2022By Douglas Venturelli, Esq.
Benefits of Disclaimers in Post-Mortem Estate Planning

When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,

Meet Our Experts

Richard RICHARD UMANOFF, CPA, MBA Principal - Estate & Gift, Trust & Probate Button with arrow Richard Umanoff Doug DOUGLAS A. VENTURELLI, ESQ. Principal - Estate & Gift, Trust & Probate Button with arrow Douglas Venturelli Greg GREGORY A. KNISS, CPA Chairperson Button with arrow Greg Kniss Jason JASON C. MELILLO, CPA CEO Button with arrow Jason Melillo Lou LOU GUERRERO, CPA, MBT Principal - Tax Practice Leader Button with arrow Lou Guerrero So Sum SO SUM LEE, CPA Principal - Tax Button with arrow So Sum Lee Grant GRANT MILLER, CPA, EA Principal - Tax Button with arrow Grant Miller Aric ARIC WONG, CPA, MBT Director - Tax Button with arrow Aric Wong Kimberly KIMBERLY HOANG, CPA Manager - Tax Button with arrow Kimberly Hoang
CONTACT US

If you have questions regarding our estate & gift, trust and probate services, schedule a call today.

Recent E&T News

  • California Changes Tax Legislation for Incomplete Non-Grantor Trusts
  • Get Organized with KROST’s Will & Trust Asset Legacy Planner
  • Take Advantage of Lifetime Exclusion While You Can
  • Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained
  • Trust Check-Up: 3 Key Things In Reviewing and Updating Your Trust

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Accountants | Assurance & Advisory | Consultants | CPAs – KROST CPAs & Consultants is a certified public accounting and consulting firm focused on serving companies across Southern California (CA) with offices in Pasadena, Woodland Hills, and West LA. Since 1939, KROST has assisted businesses and individuals reach their financial goals through their in-depth knowledge of Tax, Accounting, Client Accounting Services (CAS), Assurance and Advisory, Fund Admin Solutions, KROST Business Intelligence (KBI), M&A, Wealth Management, and Consulting Services. KROST also provides specialty tax services such as Cost Segregation studies, R&D tax credits, Green Building Tax Incentives, Repair vs. Capitalization, Fixed Asset, IC-DISC, and more. For additional information contact us at 626-449-4225.