Bill Melton's Email & Phone

Bill is a tax partner with Abbott, Stringham & Lynch specializing in income and estate tax planning. For years he has served individuals, trust, and estates with tax planning and preparation of returns, and is expert in all matters concerning fiduciary income taxation, charitable remainder trusts, private foundations, trust and tax compliance, and split-interest trusts. His expertise with high net worth individuals and their estates, ensures Bill's clients the best alternatives for maintaining and protecting estate assets. As an expert in designing orderly succession alternatives, Bill also develops strategies for administering assets effectively while minimizing tax consequences. Bill understands the nuances of fiduciary income taxes and gift and estate taxation. Scrutinizing his client's current tax needs, Bill establishes concrete goals and measurements by which to gauge his client's success. He presents each strategy clearly, thoroughly explaining each option and its ramifications so his client can make the most appropriate decisions. A compliance plan is also provided, and a tax schedule is constructed to administer the client's selected program. Bill graduated with honors from San Jose University with a Masters in Accountancy, and holds a Certificate in Estate Planning. He has lectured on Stock Options and Gift Planning, and has published articles on Charitable Remainder Trusts and Estate Gift Planning. He is a member of the Santa Clara County Estate Planning Council, the National Alliance of Trust and Estate Professionals, and the California Society of Certified Public Accountants.