Trust and Estate Planning Attorneys Serving Santa Clara County, CA

The Law Offices of Berge & Berge is a full service law firm based in San Jose, California. Our attorneys are committed to providing clients with high quality representation in the area of estate planning. Estate planning is important for everyone, no matter their circumstances. Our attorneys know that there is no one size fits all when it comes to estate plans and give each client the individual attention necessary to draft a unique plan for every situation.

As part of our estate planning practice, we assist our clients in planning for incapacity. As people are living longer than ever, it is a distinct possibility that at some point, you will be unable to manage your personal and financial affairs on your own. Our attorneys will work with you to prepare you for this contingency. We draft and execute the documents needed to avoid the expensive and time-consuming conservatorship process that is otherwise necessary for your loved ones to act on your behalf.  

While preparing for incapacity is important, the bulk of our planning is focused on providing for your loved ones and distributing assets after your death. If you have minor children, we assist you in appointing guardians to take over care after your death and in creating a trust to provide for their financial needs. When it comes to your assets, we utilize a Last Will and Testament as well as a trust to provide you with an all-encompassing plan. While a revocable living trust, which allows your assets to pass to your heirs outside of the lengthy and costly probate process, is usually the center of your plan, we still create a Will to cover any assets that were not included. We seek to preserve as much of your assets as possible in all situations and utilize various techniques to accomplish this goal. We review all relevant tax matters and even advise you on MediCal planning if you are concerned about the costs of long term care. If you have a loved one that has special needs and is receiving public benefits and/or cannot manage his or her own finances, we can put a special needs trust in place to provide for that person after your death. If you seek to specifically manage the inheritance of a particular beneficiary or beneficiaries or protect it from creditors, we can discuss the use of a special trust or provisions in your revocable living trust to deal with this matter. 

Our attorneys will work to create an estate plan that carries out your individual needs and wants. We work with clients in San Jose and Santa Clara Counties and can assist in giving you peace of mind in relation to your estate. Contact the skilled attorneys at the Law Offices of Berge & Berge by calling (408)985-9918 for a consultation today.

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1101 S. Winchester Blvd, Suite I-208, San Jose, CA 95128
| Phone: (408) 389-6980

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