WealthPLAN, LLP

We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Email:WealthPLAN, LLP

Web Site: http://www.wealthplan.com

Phone: 877-563-2554

Fax: 408-918-9040

Address: 1635 The Alameda, Second Floor, San Jose, CA 95126

Fee: Fixed Hourly Rates
Fixed Fees Available
Accepts Major Credit Cards

  • Other - Online Payment

Business Hour: Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only

Attorneys in Firm: 9

Establish Year: 1996

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Lawyers in WealthPLAN, LLP

Practice Area: Estate Planning; Trusts and Estates Litigation; Taxation; Asset Protection; Elder Abuse; Elder Law; Elder Care; Elder Rights; Business Dissolutions; Business Estate Planning; Business Formation; Business Planning; Business Succession Planning; Business Successions; Business Taxation; Buy-Sell Agreements; Business Valuation; Closely Held Business Estate Planning; Closely Held Business Law; Closely Held Business Taxation; Domestic Partnerships; Inheritance; Family Limited Partnerships; Family Partnerships; Limited Liability Partnerships; Limited Partnerships; Partnership Dissolution; Partnership Formation; Partnership Organization; Partnership Law; Partnership Syndication; Partnership Taxation; Probate; Ancillary Probate; International Probate; Probate Administration; Probate Litigation; Probate Taxation; Ad Valorem Tax; Estate and Gift Taxation; Excise Tax; Federal Income Tax; Federal Estate; Gift Taxation; Federal Tax Controversies; Federal Taxation; Fiduciary Income Tax; Generation Skipping Tax; Income Tax; Individual Taxation; Inheritance Tax; Like Kind Exchanges; Local Taxation; Property Tax; Property Tax Abatement; Property Tax Appeals; Property Tax Assessments; State Income Tax; State Tax Controversies; State Taxation; Tax Appeals; Tax Audits; Tax Certiorari; Tax Collection; Tax Controversies; Tax Deferred Exchanges; Tax Law; Tax Legislation; Tax Litigation; Tax Planning; Tax Valuation; Transfer Tax; Trusts; Estates Taxation; Estates; Contested Trusts

About: We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Former Firm Names: We are proud to continue serving clients under our established name.

Clients: Our clients value our commitment to privacy and professionalism.

Other Office Locations: We offer remote legal services and assist clients anywhere.

References: References are shared directly with clients to ensure confidentiality.

Team Members

FAQ

Frequently Asked Questions
Q: Where is the law firm located?
A: The law firm is located at 1635 The Alameda, Second Floor, San Jose, CA 95126.

Q: What are the law firm's practice areas?
A: The firm specializes in Estate Planning; Trusts and Estates Litigation; Taxation; Asset Protection; Elder Abuse; Elder Law; Elder Care; Elder Rights; Business Dissolutions; Business Estate Planning; Business Formation; Business Planning; Business Succession Planning; Business Successions; Business Taxation; Buy-Sell Agreements; Business Valuation; Closely Held Business Estate Planning; Closely Held Business Law; Closely Held Business Taxation; Domestic Partnerships; Inheritance; Family Limited Partnerships; Family Partnerships; Limited Liability Partnerships; Limited Partnerships; Partnership Dissolution; Partnership Formation; Partnership Organization; Partnership Law; Partnership Syndication; Partnership Taxation; Probate; Ancillary Probate; International Probate; Probate Administration; Probate Litigation; Probate Taxation; Ad Valorem Tax; Estate and Gift Taxation; Excise Tax; Federal Income Tax; Federal Estate; Gift Taxation; Federal Tax Controversies; Federal Taxation; Fiduciary Income Tax; Generation Skipping Tax; Income Tax; Individual Taxation; Inheritance Tax; Like Kind Exchanges; Local Taxation; Property Tax; Property Tax Abatement; Property Tax Appeals; Property Tax Assessments; State Income Tax; State Tax Controversies; State Taxation; Tax Appeals; Tax Audits; Tax Certiorari; Tax Collection; Tax Controversies; Tax Deferred Exchanges; Tax Law; Tax Legislation; Tax Litigation; Tax Planning; Tax Valuation; Transfer Tax; Trusts; Estates Taxation; Estates; Contested Trusts.

Q: Does the law firm offer free consultations?
A: Yes, the law firm offers a 30-minute free consultation for new clients. Policy might change at any time, please contact us by email to verify in writing.

Q: What are the law firm’s hours of operation?
A: Its opening hours are Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only
.Operating hours may change and can be affected by holidays. Please call 877-563-2554 to make an appointment.

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