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
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 humanely 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 were held, they may require
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 therefore 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.
Santa Clara County Resource Links
About Santa Clara County
Office of the Clerk Recorder