WealthPLAN, LLP
A California limited liability partnership.
San Jose, California
firm serving
San Mateo Co.,
California View all offices
1635 The Alameda, Second Floor
San Jose, California
95126
(Santa Clara Co.)
Telephone: 877-563-2554
Fax: 408-918-9040
http://www.wealthplan.com
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Office Hours: Monday: -
Other hours by appointment.
Tuesday: -
Other hours by appointment.
Wednesday: -
Other hours by appointment.
Thursday: -
Other hours by appointment.
Friday: -
Other hours by appointment.
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About this office:
First and foremost, we are here for our clients. We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.
We are relationship-driven. We value our relationship with our clients and other professionals with whom we collaborate.
We will examine your matter from several perspectives to ensure a thorough analysis of our recommendations.
We will provide you with a complete understanding of the issues that affect your matter.
We will provide you with a level of client service which exceeds your expectation.
We will fully implement and integrate our recommendations.
We will adhere to a code of professional standards and personal ethics which permeates all areas of our practice: quality, service and integrity.
The result of our commitment is that you and your family will be protected long after your matter has been closed.
Statement of Practice Summary:
Estate Planning; Trusts and Estates Litigation; Taxation; Asset Protection; Elder Abuse; Elder Law; Elder Care; Elder Rights; Business Dissolutions; Business Estate Planning; Business Formation; Business Planning; Business Succession Planning; Business Successions; Business Taxation; Buy-Sell Agreements; Business Valuation; Closely Held Business Estate Planning; Closely Held Business Law; Closely Held Business Taxation; Domestic Partnerships; Inheritance; Family Limited Partnerships; Family Partnerships; Limited Liability Partnerships; Limited Partnerships; Partnership Dissolution; Partnership Formation; Partnership Organization; Partnership Law; Partnership Syndication; Partnership Taxation; Probate; Ancillary Probate; International Probate; Probate Administration; Probate Litigation; Probate Taxation; Ad Valorem Tax; Estate and Gift Taxation; Excise Tax; Federal Income Tax; Federal Estate and Gift Taxation; Federal Tax Controversies; Federal Taxation; Fiduciary Income Tax; Generation Skipping Tax; Income Tax; Individual Taxation; Inheritance Tax; Like Kind Exchanges; Local Taxation; Property Tax; Property Tax Abatement; Property Tax Appeals; Property Tax Assessments; State Income Tax; State Tax Controversies; State Taxation; Tax Appeals; Tax Audits; Tax Certiorari; Tax Collection; Tax Controversies; Tax Deferred Exchanges; Tax Law; Tax Legislation; Tax Litigation; Tax Planning; Tax Valuation; Transfer Tax; Trusts and Estates Taxation; Trusts and Estates; Contested Trusts and Estates; Decedents Estates; Estate Administration; Estate Bankruptcy; Estate Litigation; Estate Planning for Parents of Handicapped Children; Estate Planning for the Disabled; Estate Planning for the Elderly; Estate Planning for Unmarried Couples; Estate Settlements; Family Trusts; Family Wealth Transfer; Fiduciary Law; Fiduciary Liability; Fiduciary Litigation; Financial Planning; Living Trusts; Personal Planning; Pet Trusts; Powers of Attorney; Retirement Planning; Special Needs Trusts; Trust Administration; Trust and Estate Collections; Trust Law; Trust Litigation; Trust Planning; Unclaimed Property; Wealth Planning; Wealth Preservation; Wills; Contested Wills; Living Wills; Missing Heir Searches; Successions; Guardianship and Conservatorship; Adult Guardianship; Advance Directives; Conservatorship; Dependent Adult Abuse; Elder Guardianship; Guardianship; Guardian Ad Litem; Guardianship Administration; Incompetency Proceedings.
Year Established: 1996