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Practice Areas

  • Estate Planning
  • Revocable Living Trusts
  • Wills
  • Durable Power of Attorney for Property
  • Advanced Health Care Directives/Living Wills
  • Advanced Estate Planning
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • Intentionally Defective Irrevocable Trusts (IDITs/IDGTs)
  • Self-Cancelling Installment Notes (SCINs)
  • Special Needs Trusts
  • Irrevocable Charitable Trusts (CRATs/CRUTs/CLATs/CLUTs)
  • Asset Protection
  • Gifting
  • Business & Succession Planning
  • Choice of Entities
  • Limited Liability Companies (LLC)
  • Partnerships & Limited Partnerships
  • Income, Estate & Gift Tax Planning
  • Trust Litigation
  • Probate Administration
  • Probating a Will
  • Intestate Succession
  • Non-Probate Transfers
  • Trust Administration
  • Probate Litigation
  • Conservatorships
  • Guardianships
  • Elder Law
  • Tax Controversy
  • IRS Examinations and Audits
  • Estate Tax Examination and Audits
  • Gift Tax Examination and Audits
  • Philanthropy
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WealthPLAN, PC
WealthPLAN, PC (408) 548-7069

San Jose Office:

1960 The Alameda, Suite 185
San Jose, CA 95126

Palo Alto Office:

530 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301 (by appointment only)
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1960 The Alameda, Suite 185, San Jose, CA 95126
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