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WealthPLAN

San Jose, CA2-10 employees
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Based on 0 Reviews

About

Founded 1996

WealthPLAN is a law firm focused on safeguarding family wealth through innovative strategies. By blending classic estate planning with advanced wealth preservation methods, we ensure that your assets are secured for both your lifetime and those of generations to come. Our team streamlines the process of settling trusts and estates efficiently, recognizing that conflicts can emerge during these proceedings. Navigating such disputes requires skilled legal support from experienced professionals in this niche field. In addition to trust management, WealthPLAN also offers extensive tax planning services and adept representation in tax-related controversies.

Practice Areas

  • advanced planning
  • tax planning
  • estate & trust litigation
  • trust administration & probate
  • estate planning
  • business succession

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