San Jose Area Estate Planning Attorney

Wills and Trusts | Powers of Attorney | Health Care Directives

A well-drafted will and established trust can ensure your assets are protected and transferred to the appropriate intended beneficiaries at the time of your death. Whether you want to provide for a special needs child, pass down your business, or simply minimize estate taxes, The Law Office of Janet M. Miller will provide the necessary estate planning tools to attain your estate planning goals.

If you want to protect your assets, contact estate planning lawyer Janet M. Miller, for a free half-hour consultation. Call her office today at 408-873-9944 to discuss available options.

Setting up Trusts

Not all trusts are alike, and depending on your situation, one trust may serve your needs better than another. Janet Miller can explain and recommend appropriate trusts and strategies to preserve assets and accomplish your estate planning goals:

• Living trusts to avoid probate and ensure assets are transferred as desired
• A special needs trust for individuals with special needs to enable them to continue to receive public benefits while providing for their financial security
• A special needs trust for individuals to receive litigation judgments and still maintain their eligibility for public benefits

Ancillary Estate Planning Documents

Ms. Miller spends time with clients to discuss their goals and identify potential problems. She helps clients evaluate assets and identify appropriate asset protection and tax avoidance strategies. The result is a comprehensive plan that covers, in addition to trusts:

• Wills to ensure the desired transfer of assets that may have been omitted from trusts
• A durable power of attorney for financial management
• A health care directive that provides for health care decisions in the event of incapacity
• Appointing guardians for minor children

Contact an Experienced Wills and Trusts Lawyer

For practical, yet sophisticated advice tailored to your family's particular needs, contact wills and trusts lawyer Janet Miller at 408-873-9944 for a free half-hour consultation. Ms. Miller's accounting and finance background helps her evaluate assets and minimize taxes, and she is a charter member of the Academy of Special Needs Planners.