- ForgeryTrust litigation and probate litigation are conducted within the Probate Division of the Superior Court or Circuit Court of local jurisdiction. The Probate Division for Santa Clara County Superior Court is located at 191 N. First Street, San Jose, CA.
- Estate PlanningKeep in mind that a will is just part of the estate planning process. And whether your estate is large or small, you probably need an estate plan.
- WillsTrust Contests can take a variety of forms, including proceedings to challenge the validity of trusts, to interpret trust provisions, to set aside conveyances to trusts, to impose constructive trusts on express trust assets, and to include or exclude beneficiaries. Many of the same issues that are relevant to will contests arise in attacks on trust instruments, particularly in trust contests alleging lack of capacity, undue influence, fraud, or duress.
- TrustsA Living Trust, also referred to as a Family Revocable Trust, is the foundation of any estate plan. A Living Trust is simply a revocable trust you create while you're alive, rather than one that is created at your death. It is a written legal document that partially substitutes for a will. With a
- Power of AttorneyA financial power of attorney is a power of attorney you prepare that gives someone the authority to handle financial transactions on your behalf. Some financial powers of attorney are very simple and used for single transactions, such as closing a real estate deal. But the power of attorney usually prepared by our law office is comprehensive; it's designed to let someone else manage all of your financial affairs for you if you become incapacitated. It's also called a "durable power of attorney for finances."
- Probate
- Tax LawThere are many benefits to having a Living Trust: 1) putting your wishes on paper; 2) your heirs avoid the time consuming and costly process of Probate Court; and 3) your heirs can avoid IRS estate tax, if tax planning is incorporated into your Living Trust.