WealthPLAN, LLP (San Jose, California)


Law Firm serving San Mateo Co., California
Credit Cards Accepted
Client Rating N/A
Peer Rating 5.0 of 5

About This Firm

About This Firm
San Jose Estate Planning Attorney

Estate Plans, Trusts, Succession Planning, Wills, Trust and Estate Litigation, Estate Tax, 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 corporations (C-Corp/S-Corp), limited liability companies (LLC), and partnerships & limited partnerships.

Estate Planning Lawyer in San Jose

In 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 18 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:

revocable living trusts, wills, durable power of attorney for property, advanced health care directives/living wills, 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) as well as other necessary financial arrangements for asset protection.

We can assist you in matters regarding gifting , 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 , 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 conservatorships, 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.

Areas of Law

Areas of Law
  • Estate Planning
  • Trusts and Estates
  • Living Trusts
  • Contested Trusts and Estates
  • Probate
  • Revocable Living Trust
  • Irrevocable Life Insurance Trusts
  • Advanced Estate Planning
  • Business Succession Planning
  • Business Successions
  • Successions
  • Income Planning
  • Estate and Gift Taxation
  • Trust Litigation
  • Trust Law
  • Probate Administration
  • Trust Administration
  • Conservatorship
  • Guardianship
  • Elder Law
  • Tax Controversy
  • Philandthropy
  • Intentionally Defective Irrevocable Trusts
  • Self Cancelling Installment Notes
  • Special Needs Trusts
  • Irrevocable Charitable Trusts
  • Asset Protection
  • Wills
  • Contested Wills
  • Living Wills
  • Estate Litigation
  • Estate Administration
  • Family Wealth Transfer
  • Powers of Attorney
  • Retirement Planning
  • Trust Planning
  • Wealth Planning
  • Wealth Preservation
  • Personal Planning
  • Probate Litigation
  • Business Taxation
  • Tax Law
  • Incorporation
  • Limited Liability Company Law
  • Limited Liability Partnerships
  • Limited Partnerships
  • Sole Proprietorships
  • Business Law
  • Business Formation
  • Federal Estate and Gift Taxation
  • Tax Audits
  • Guardianship and Conservatorship
  • Guardianship Administration
  • Elder Guardianship
  • Estate Planning for the Elderly
  • Medicare and Medicaid
  • Long Term Care
  • Pension Plans
  • Elder Abuse
  • Elder Care
  • Elder Rights
  • Advance Directives

Peer Reviews

Peer Reviews

Average Peer Rating

Based on this firm's rated lawyers
Peer Rating
  • Lawyers rated at this firm meet very high criteria of general ethical standards

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People at This Firm
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Legal Community Activity

Legal Community Activity

Firm Details

Firm Details
Year Established
Firm Size
Payment Information
  • Accepts Other - Online Payment
  • Fixed Hourly Rates
  • Fixed Fees Available
Partnership Information

A California limited liability partnership.

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Contact Information

Contact Information
Mailing Address
1960 The Alameda, Suite 185,
San Jose, CA 95126
Firm Address
1960 The Alameda, Suite185,
San Jose, CA 95126
Phone 1
Phone 2
(408) 918-9030
(408) 918-9040
Office Information
Office Information
1960 The Alameda, Suite185,
San Jose, CA 95126

Office Hours
Office Hours
By appointment
By appointment
By appointment
By appointment
By appointment
Other Offices
Other Offices
(by appointment only)
Palo Alto, CA 94301
530 Lytton Avenue, 2nd Floor
Palo Alto Office: