30 Years of Experience on Your Side
If you are looking for an estate planning lawyer, it may be because a situation has just happened, or is about to happen. Your family could be facing a wedding, the birth of a child or grandchild, a retirement or a funeral. Estate planning encompasses all of these events and many more.
I am a tax planning attorney and estate planning lawyer with more than 30 years of experience. As a lawyer focused on a single niche of law, I am confident that not only can I provide you with a means to reach your goal, I can do it smoothly and effectively.
For any level or type of estate planning need, contact San Jose estate planning lawyer Robert Froehlich at (408) 364-1234 for a free initial consultation.
California Wills and Trusts Attorney
From my initial consultation with you through the conclusion of your estate plan, I will be focused on addressing each of your needs. Any questions you have will be answered openly and honestly as I work to devise an estate plan tailored to your individual and unique needs.
- Wills and trusts — The most basic of estate planning needs completed in a timely and efficient manner
- Special needs trusts — Trusts designed for special needs children or vulnerable adults
- Powers of Attorney — Used to designate a trusted person to act for you when you cannot, such as when you are sick or during foreign travel
- Probate and trust administration — Making the process as smooth and error free as possible
- Charitable giving — One of many ways to protect assets from excess taxation while still providing creative benefits for the family
- Tax planning — Looking at the full range of options available to protect your estate for your spouse and your other heirs
- Inheritance protection — Protecting your inheritance from children’s creditors, ex-spouses, and other interests
- Dangers of an outdated trust — Updating existing trusts to avoid probate or estate taxes due to federal or state law changes
- Family equity sharing — Providing tax advantages in situations where parents and children or other family members jointly own real estate
- Tax exempt trusts — An alternative to a 1031 real estate exchange. An IRC Sec. 664 exchange allows for a sale of valuable real estate in exchange for stocks and mutual funds without paying capital gains tax.
- Business succession planning — Handling everything from IRS compliance to setting up a private family foundation or maintaining corporate governance of family partnerships