San Jose Estate Planning Attorney
Estate Plans, Trusts, Succession Planning, Wills, Probate & Other Estate Planning
WealthPLAN, PC 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
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
limited liability companies (LLC), and
partnerships & limited partnerships.
Estate Planning Lawyer in San Jose
estate planning, the experience of your
San Jose estate planning attorney is extremely important. WealthPLAN, PC 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, PC 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, PC can assist in all types of planning, including:
Additionally, they 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
, they have the experience, both in negotiations and in court that is truly
necessary in these complex financial issues.
WealthPLAN, PC also provides legal representation for
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,
PC 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.