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San Jose Estate Planning Lawyer

San Jose Estate Planning Attorney

Establishing Individualized Planning for Each Client

At the Law Offices of Marleen Brady Kuttner, we assist clients define their needs based on their unique situation. With nearly 20 years of estate planning experience, we have seen many different situations, and we use that knowledge and experience with every client we counsel. Please contact our living trusts and probate avoidance lawyer for a complimentary consultation. Our firm assists clients with the following estate planning tools:

  • Advanced Health Care Directives
  • Powers of Attorney
  • Trust Administration
  • Trustee Liability Protection
  • Create Successor Trustees Decisions
  • Charitable Gifts
  • Wills
  • Special Needs Trusts
  • Probate Avoidance Before Death
  • Conservatorships
  • Guardianships
  • Saving Taxes Through Unified Tax
    Credit Plans
  • Long Term Planning
  • Medicaid Planning
  • Retirement Planning
  • Probate Law After Death

Special Needs Trusts

Our Campbell, Sunnyvale, and Mountain View, California special needs trust lawyer has experience working with situations involving a disabled adult family member who requires a special needs trust to be created to provide for adequate care, support and financial protection.

Blended Families

When you have children from first and second marriages, you may wish to provide specific instructions as to the amounts or assets that pass to each child.

Revocable Living Trust

You may need to create a revocable living trust if you have accumulated assets over $100,000, and your goal is to avoid probate estate administration after your death. We can assist you in creating trusts of any type to further your specific estate planning goal, whether to avoid probate or to enhance asset preservation.

Contact us

If you need assistance with estate planning, please contact our San Jose estate planning attorney today to discuss your needs. Ask us for an estate planning checklist and price sheet.

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