Welcome To Legacy Planning Law Group

Legacy Planning Law Group assists clients in the following areas:
- Estate planning (Wills, Trusts, Powers of attorney)
- Asset Protection
- Estate planning for IRAs / Retirement Accounts
- Trust Administration
- Probate Proceedings
- Trust and Estate Litigation
- Elder Law / Medi-Cal / Nursing Home Planning
- Special Needs / Incapacity Planning
- Pet Trusts
- Income Tax Planning (sale of real estate or appreciated property; stock options)
- Income Tax Reporting / Return Preparation
- Tax Controversies (IRS/FTB Audits, Appeals)
- Formation of Corporations
We are dedicated to serving our clients by first listening closely to their goals, dreams and concerns. We then work with our clients to develop plans that reflect the clients’ own unique situations, while putting our knowledge and experience to work for their benefit. We believe that the foundation of estate planning is not just saving tax dollars or avoiding probate, but also preserving values and ensuring a legacy for their loved ones.
Estate planning can seem very complicated and can be an emotional process. We are here to help you though every step of the process with education, respect and friendliness. We help our clients put a great plan in place, so they can have peace of mind. We look forward to the opportunity to work with you. Legacy Planning Law Group helps individuals, families and business owners with comprehensive and friendly estate planning. We are located in San Jose, California in the heart of Silicon Valley. We regularly see clients from San Jose, Campbell, Santa Clara, Cupertino, Sunnyvale, Saratoga, Palo Alto, Los Altos, Los Gatos, Mountain View, Milpitas, and Fremont - although we work with clients all over the greater Bay Area.
Call our office at (408) 244-5754 to speak to an attorney
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