Awards and Memberships

  • Super Lawyers
  • AV Preeminent Rated
  • Bar Registration Preeminent Lawyers 2013
  • Bar Registration Preeminent Lawyers 2014

Helping You Secure
Your Family Legacy

WealthPLAN’s mission is to design and implement fully integrated wealth planning systems for their clients.

The firm addresses all aspects of estate planning, wealth preservation, trust & estate administration, and trust & estate litigation. They are dedicated to helping you make smart, timely choices that reduce the exposure of your estate to taxes and other wealth transfer costs.

WealthPLAN was founded with a passionate commitment to client care and service. They are guided by principles of professional conduct that exceed the highest ethical standards of integrity, competency and efficiency.

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San Jose Estate Planning Attorney

Estate Plans, Trusts, Succession Planning, Wills, Probate & Other Estate Planning

WealthPLAN is a law firm that provides the highest quality, personal legal services to individuals, families, and business owners interested in ensuring their affairs are properly arranged for the future through wealth preservation.

The firm offers counsel in all aspects of estate planning and is very experienced in complex legal issues regarding business & succession planning, as well as providing legal representation. They also have exceptional knowledge and experience in protecting the assets of corporations (C-Corp/S-Corp), limited liability companies (LLC), and partnerships & limited partnerships.

Estate Planning Lawyer in San Jose

In estate planning, the experience of your San Jose estate planning attorney is extremely important. WealthPLAN has served their individual and business clients for over 15 years with experienced skill in all areas of estate planning.

How your matter is arranged and managed has a significant impact on tax liabilities, as well as other critical issues. WealthPLAN has assembled a group of experienced, high energy, client-focused legal professionals that will provide you with exceptional knowledge. They are committed to getting your estate planned with a focus on the protection of your assets and on their future distribution. Wealth transfer should be carefully managed to help avoid financial exposure, costs, and legal challenges where possible, with smart and timely choices based on current law.

WealthPLAN can assist in all types of planning, including:

Additionally, they can assist you in matters regarding gifting and income, estate & gift tax planning, and are fully up-to-date on all current available opportunities in this regard. If you are facing a legal matter with regard to trust litigation, probate administration, intestate succession, or non-probate transfers, or need qualified legal representation in trust administration or probate litigation, they have the experience, both in negotiations and in court that is truly necessary in these complex financial issues.

WealthPLAN also provides legal representation for conservatorships and guardianships and represents clients in cases of elder abuse when an estate is involved, as well as difficult and complex IRS examinations and audits, including estate tax examination and audits, gift tax examination and audits, and any other financial, tax issues or legal challenges that can arise.

When you need true legal expertise, the firm has garnered a reputation for exceptional knowledge in estate planning and client-care. WealthPLAN is frequently called upon by accountants, insurance agents and asset management professionals to assist in arranging complex estate planning matters for the greatest benefit of the client. Each case demands a full evaluation to determine what will meet your specific needs. They are committed to family wealth preservation and are very familiar with the most complex financial matters and advanced estate planning. Skilled legal counsel from the firm can help secure your family legacy and ensure that your wishes are complied with.

Contact a San Jose estate planning attorney from WealthPLAN for more information.