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San Jose Asset Planning Lawyer

At our San Jose area law firm — the Law Offices of Marleen Brady Kuttner – we handle a broad spectrum of estate planning, trust and probate matters for clients in Northern California. Our clients have diverse legal needs, and we tailor the services we provide to meet them. Our focus is on achieving the best possible results — even when matters are complex or emotionally challenging.

Estate Planning

Our estate planning practice includes the matters listed below:

  • Wills
  • Trusts, including revocable living trusts, irrevocable trusts and special needs trusts
  • Advanced health care directives
  • Powers of attorney for financial management and personal affairs
  • "Blended" family estate planning
  • Conservatorships and guardianships
  • Small business formation, incorporation and LLCs
  • Trustee liability protection
  • Successor trustees decisions
  • Charitable gifts
  • Probate avoidance before death
  • Unified tax credit plans
  • Long-term planning
  • Medicaid planning
  • Retirement planning

Probate and Estate Administration

We guide our clients through the probate process, offering personal attention at each step of the way. The process itself can be stressful — especially if you do not know what to do — but we know what to do to help things run smoothly, quickly and effectively.

Trust Administration and Trust Reformation

We offer experienced legal guidance related to matters of trust administration and trust reformation. We can also assist in the resolution of disputes related to trusts.

We know that things don't always go perfectly. Sometimes, existing estate plans contain mistakes. They may fail to anticipate a changing situation. They may leave someone out. They may fail to take other assets into account.

When this occurs, it is possible to make changes. At the Law Offices of Marleen Brady Kuttner, we assist in the reformation and modification of trusts after death. We handle these matters as part of the counsel we offer on probate and trust administration issues.

Nonprofit Organizations

We also assist clients in creating and managing the daily operations of nonprofit organizations. We can guide you through the process of forming a 501(c)(3) nonprofit corporation, and can counsel you on the requirements you will need to meet. We can also offer guidance on other aspects of your nonprofit organization, helping you to achieve your goals.

Contact a Campbell Guardianship Attorney

Contact the Law Offices of Marleen Brady Kuttner in Campbell, California, at 408-371-0854 to speak with a San Jose asset planning attorney about the legal matters that affect you. Initial consultations are complimentary. Speak with an experienced lawyer to get answers to your legal questions.

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