San Jose Estate Planning Lawyer
The San Jose estate planning lawyers at the California law firm of Temmerman, Cilley & Kohlmann, LLP provide the full breadth of estate planning services for clients in Silicon Valley and Santa Clara, San Mateo, Alameda, Santa Cruz, Monterey, and San Francsico counties.
The estate planning process begins with a comprehensive consultation with clients on a wide variety of topics. This is an interactive process where our San Jose estate planning attorney listens to our clients as well as provide them with our counsel. Consultations vary from a basic explanation of the estate planning process to, when appropriate, an in depth discussion of complex post-death or inter vivos transfers to beneficiaries. Whether the client is developing his or her first estate plan, or seeking a summary or revision to an existing estate plan, we are ready, willing, and able to provide focused attention to the client's goals.
Clients are advised of the impact of current estate, gift, and property tax laws. We believe it is essential that the client and attorney review and discuss current estate planning documents (if any), as well as the client's immediate, short term (one to nine years), and long term (10+ years) goals for the control and ultimate transfer of assets to the desired beneficiaries. Our clients receive advice unique to their situation and specific goals. Our estate planning lawyers in San Jose provide counsel and advice on the creation of:
- Revocable and irrevocable trusts
- Intentionally defective grantor trusts
- Special needs trusts
- Charitable remainder and lead trusts
- Qualified personal residence trusts
- Grantor retained annuity trusts
- Wills
- Advance health care directives
- Powers of attorney
- Nominations of guardians
Estate planning services may also include: (1) advice and assistance on the creation of family limited partnership, corporations, or limited liability companies, (2) analysis and advice relating to beneficiary designations on retirement, annuity and life insurance plans, (3) selection of appropriate and qualified fiduciaries, and (4) recommendations relating to personalized communication of a client's goals and objectives to loved ones.
No situation is too large, too small, or too complex. We look forward to assisting you with all aspects of the estate planning process. Contact Temmerman, Cilley & Kohlmann, LLP. Our San Jose estate planning law firm represents clients in Santa Clara, San Mateo, Alameda, Santa Cruz, Monterey, and San Francsico counties.
