San Jose, California, Estate and Tax Planning and Probate
My practice is dedicated to working with individuals, families, heirs, beneficiaries and executors to protect their personal rights and financial interests throughout the estate planning and probate processes.
I focus on all aspects of estate planning, including tax planning, health care directives, powers of attorney and asset protection. I can also handle the estate of the decedent through the probate process. Whether you are considering creating a simple will or a living trust, are modifying an existing estate plan or are interested in creative strategies in tax planning to protect your assets, I can help. I am also experienced in representing the executors, heirs and beneficiaries in trust administration or the probate process.
Please contact Robert A. Froehlich, Attorney at Law for a free consultation. I am experienced in handling all of the following:
- Estate planning: As an experienced estate planning attorney, I take the time to understand my clients' individual and unique objectives. With strategic and careful planning, I can devise a comprehensive estate planning solution that considers your immediate and future financial needs as well as your personal care. I am experienced with simple wills and living trusts, charitable trusts, living wills, advance health care directives, power of attorney, inheritance planning, taxation and estate tax planning, as well as asset protection.
- Tax planning: Estate tax planning and income tax planning can be very complex. I will take the time to explore your various options to reduce the tax burdens on your estate. I am experienced with tax planning tools including living trusts, tax-exempt trusts (tax-free exchanges from real estate to stocks or CDs), gift tax planning, income tax planning, 1031 tax-deferred real estate exchange alternatives, the creation of family partnerships, incorporation of private foundations, and limited liability company (LLC) formations.
- Probate: Whether you are a personal representative, executor or beneficiary, the probate process can be complex. I will provide you with the advocacy and support you need to navigate the probate process. I am experienced in handling creditors, tax issues, asset distribution and trust administration.
Contact Robert A. Froehlich, Attorney at Law for a free consultation with an experienced San Jose, California, estate planning, tax planning and probate lawyer.
