Santa Clara County Estate Planning Lawyer
Guiding You through Estate Planning & Estate Administration
Santa Clara County, officially known as the County of Santa Clara is nestled at the southern end of the San Francisco Bay Area, and as of 2010 had a population of 1,781,642. Santa Clara County is home to the highly urbanized Silicon Valley, which is not only the most populous county in the Bay Area, but it's one of the most affluent counties in the entire United States.
At the Law Offices of Timothy D. Henry, as a Santa Clara County estate planning attorney, I am committed to helping my clients understand the importance of wealth management and estate planning, regardless if they are wealthy or of modest means.
Those who come to me who are sending their children off to college for the first time in their family's history, or those who are the first to own a home in their family know how important it is to preserve their hard-earned assets so their legacy can be passed down for generations to come, and they have the same concerns about their families as my wealthy clients.
The purpose of estate planning is to not only preserve your assets but to minimize taxes as much as humanly possible. There are a number of time-tested, legally-sound strategies that can maximize the value of your estate while reducing taxes and hassle when you eventually pass. But, in order to utilize these tools to your greatest advantage, you will need the assistance of a skilled attorney who works in the field of estate law.
Estate Administration for Executors & Trustees
After someone passes away, their estate may have to be probated in order to transfer title of the decedent's assets to the beneficiaries named in the will or the trust. Depending on how title to the assets was held, they may require probate and trust administration (when there is a trust), or probate may be circumvented if all of the decedent's assets were held in something such as a revocable living trust.
If your loved one recently passed away and you were appointed as an executor or an administrator of an estate, or if you are the trustee or successor trustee of an estate, you will have a number of important duties to perform in order to settle the estate according to California State law.
I understand how difficult and complex these duties are to the laymen, and I offer legal representation and guidance for personal representatives. I am here to guide you every step of the way while helping you avoid the potential for incurring personal liability, which can arise when acting in good faith, a fiduciary makes a mistake and causes harm to an estate.
Are you looking for an attorney for an estate planning or probate matter in Santa Clara County? I gladly offer free consultations to all of my prospective clients; please contact me at (408) 643-0942 to find out how my services can be of benefit to you.
