WealthPLAN, PC - Palo Alto, CA

Overview

Regarded as one of the Bay Area's leading legal practices for estate planning, WealthPLAN, PC, has a satellite office in Palo Alto, California, from which it accepts clients by appointment only who have legal needs involving:

• Estate planning and advanced estate planning, including wills, trusts, powers of attorney, special-needs trusts, gift and charitable planning, inter vivos gifting, and more
• Probate and trust administration
• Estate and trust litigation
• Tax controversies and tax planning
• Business entity formation and succession planning

With decades of combined legal experience behind them, the law firm's attorneys possess the extensive skills and resources to help you establish a solid plan for the future and to efficiently achieve your goals regarding your estate. No matter how complex your needs, you can rely on them for the personalized attention and dedicated support you deserve. They have earned a reputation for their creative, customized plans and exceptional legal services.

As evidence of their success, their attorneys have received AV Preeminent peer review ratings* from Martindale-Hubbell as well as listings in the prestigious Bar Registry of Preeminent Lawyers each year since 2016. In addition, they have earned numerous other awards and honors from their peers, and they are proud to have received so many positive testimonials and referrals from their satisfied clients.

To begin receiving this high level of dedicated counsel and support directly from a local attorney you can trust with your most sensitive legal issues, contact WealthPLAN, PC, by phone or through the law firm's website to schedule an appointment for a free initial consultation.

*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards.