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, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.

The Estate Planning Process

The estate planning process begins with a comprehensive consultation on a wide variety of topics. The consultation is an interactive process during which our San Jose estate planning attorney listens to our clients and provides 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 their first estate plan or seeking a review or revision to an existing estate plan, we are ready, willing, and able to provide focused attention to the client’s goals.

Estate Planning Services in the Silicon Valley and Surrounding Areas

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 any current estate planning documents and 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 desired beneficiaries. Our clients receive advice unique to their specific situations and goals. Our estate planning lawyers  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

Our San Jose estate planning attorneys’ services also include:

  • Advice and assistance on the creation of family limited partnerships, corporations or limited liability companies
  • Analysis and advice relating to beneficiary designations on retirement, annuity and life insurance plans
  • Selection of appropriate and qualified fiduciaries
  • Recommendations relating to personalized communication of a client’s goals and objectives to loved ones

Providing the experience you need for a personalized estate plan

No situation is too large, too small, or too complex. We look forward to assisting you with all aspects of the estate planning process. To schedule a free, initial 30-minute consultation with one of our San Jose or Danville lawyers call our San Jose office at 408-290-7210 or our Danville office at 925-233-4399 or contact us online. Temmerman, Cilley & Kohlmann, LLP. Our San Jose and Danville estate planning law firm represents clients in San Jose, Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.

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