Lonich Patton Ehrlich Policastri is proud to serve the San Jose area. We provide experienced estate planning representation to residents of San Jose and the surrounding areas.
We have significant expertise in the preparation of estate planning documents, such as wills, revocable living trusts, and all of the multitude of trusts used for the transfer of wealth and charitable giving.
Estate planning isn't one-size-fits-all. Our attorneys are ready to answer your questions and break down the process to create a plan that's right for you and your loved ones.
We'll help you make decisions about who gets your property and whether gifts during your lifetime are appropriate, maximize your position regarding potential taxes and ensure management of your affairs.
Our estate planning group provides a full range of services in the areas of estate planning, estate and trust administration, litigation, and probate. In addition, our attorneys have particular expertise in “special needs” trusts for developmentally disabled persons.
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