2033 N Main Street
Suite 720
Walnut Creek, CA 94596
P 925.944.9700   F 925.944.9701

San Jose Wealth Planning Attorney

Our San Jose wealth planning lawyers are experts in preparing wills and trusts (including special needs trusts), pre- and post-marital agreements, powers of attorney and health care directives. In preparing such documents, we provide advice as to the most effective tax and succession planning, asset protection and charitable and other giving. Our San Jose estate lawyers are highly experienced in trust administration and probate, and in the establishment and maintenance of conservatorships.

Throughout the course of our representation, our San Jose wealth planning attorneys ensure that our clients are informed, and invite them to be active participants in the resolution of their legal matters.

Probate Litigation Attorney San Jose CA

Our San Jose probate litigation attorneys strive to minimize the expense, delay and interruption that arise in the passage of assets from one generation to the next. In that capacity, we use all of the available tax planning and structures that are available to fulfill the needs of our clients.

Our San Jose probate attorneys have experience preparing all documents needed to probate a decedent’s will in any county in California; filing for and attending all necessary hearings; handling creditors’ claims, inventory and appraisals; preparation of court accountings and distribution of estate.

San Jose Estate Litigation Attorney

At Brothers Smith LLP, our goal is to successfully resolve the issues facing our clients as efficiently as possible. Our San Jose estate litigation attorneys approach each matter from the client’s perspective, always mindful that what businesses and individuals want are prompt and pragmatic solutions, without sacrificing quality or attention to detail. We recognize that a lawsuit can be an expensive, time-consuming distraction from your life and business. Thus, we strive to achieve successful outcomes for our clients without sacrifice to our commitment to the highest standards.

Whether your needs involve family or business succession planning, representation for estate administration, or for help with asset protection, our San Jose estate planning lawyers can help. Call us today to learn how we can help you.

Our San Jose estate lawyers have experience advising clients on estate and wealth planning ventures involving:

  • Asset Protection
  • Charitable Giving
  • Conservatorships
  • Elder Abuse Claims
  • Estate Litigation
  • Estate Planning
  • Health Care Directives
  • Powers of Attorney
  • Pre and Post-Marital Agreements
  • Probate
  • Special Needs Trusts
  • Succession Planning
  • Tax Planning
  • Trust Administration
  • Wealth Planning
  • Will Contests and Trust Disputes
  • Wills and Trusts

2033 N Main Street
Suite 720
Walnut Creek, CA 94596
P 925.944.9700   F 925.944.9701