San Jose Estate Planning Attorney
Estate Plans, Trusts, Succession Planning, Wills, Probate and Other Estate Planning
We at WealthPLAN are a law firm that provides the highest quality, personal
legal services to individuals, families and business owners that are interested
in ensuring their affairs are properly arranged for the future with regard
to wealth preservation. We offer counsel in all aspects of estate planning.
We are very experienced in complex legal issues regarding
business & succession planning, as well as providing legal representation that is has exceptional knowledge
and experience in protecting the assets of
limited liability companies (LLC), and
partnerships & limited partnerships.
Estate Planning Lawyer in San Jose
estate planning, the quality and experience of your San Jose estate planning attorney
is extremely important. We have served our individual and business clients
for over 15 years with accomplished 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. We have assembled a group
of experienced, high energy, client-focused legal professionals that will
provide you with exceptional knowledge and commitment to get your estate
planning arranged with a focus on the protection of your assets and their
future distribution. Wealth transfer should be carefully managed to help
you avoid financial exposure, costs and legal challenges as much as possible,
with smart and timely choices based on current law.
We can assist in all types of planning, including:
We can assist you in matters regarding
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
, or need qualified legal representation in
, we have the experience, both in negotiations and in court that is truly
necessary in these complex financial issues.
We also provide legal representation for
guardianships, represent clients in cases
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, our firm has garnered a reputation
for exceptional knowledge in estate planning and client-care. We are 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. We are committed to family wealth
preservation and are very familiar with the most complex financial matters
and advanced estate planning. Securing your family legacy and ensuring
that your wishes are complied with demands skilled legal counsel from our firm.
Contact a San Jose estate planning attorney
from WealthPLAN for more information.