ESTATE PLANNING

Estate Planning

Comprehensive Estate Planning and Probate Serving Santa Clara County

Planning for the future of your loved ones has become especially important to people, given our current economic climate. Establishing a clear plan for the distribution of your assets and planning for your care protects your property and health interests. We can help you through the legal, practical and tax complexities of handling the probate of a loved one’s estate.

When it comes to planning your estate, your situation and your wishes are not the same as anyone else's. Formbook and computerized documents cannot fully deal with the nuances of your needs. The Mlnarik Law Group Attorneys , provide carefully customized wills and other estate and advance planning documents.
Each is specifically created to accomplish your particular wishes and to meet your family's particular needs. Because they are created on an individual basis, rather than through a one-size-fits-all computer program, he guarantees satisfaction. He will keep working until you are fully satisfied.


Meet Our Estate Planning Attorneys

Integrity • Diligence • Experience

To ensure that your will and all of your other estate and advance planning documents will realize your vision of the future, Attorney John Mlnarik and Attorney Nina Decker takes the time necessary to interview you and gain a thorough understanding of all the relevant details.
He will work with you and any other family members whom you wish to involve in your planning. After gaining the necessary understanding of your assets, your family, the needs and abilities of your intended beneficiaries, and the way that you want your property left, he can create an estate plan that incorporates all the necessary pieces. These pieces may include:

  • Wills
  • Pour-over wills
  • Health care proxies
  • Advance health care directive
  • Living wills
  • Trusts (testamentary trusts and living trusts, including revocable trusts, irrevocable life insurance trusts ("ILIT"), by-pass trusts (credit shelter trusts), marital deduction trusts, qualified terminal interest trusts ("QTIP"), qualified personal residence trusts ("QPRT"), trusts for minors, charitable trusts)
  • Powers of attorney (health care power of attorney, durable power of attorney)
  • Family Limited Partnerships (FLP)
  • Estate tax planning

The firm of The Mlnarik Law Group has helped clients plan the distribution of their estates for many years. With our firm, you are assured of comprehensive and insightful estate planning assistance.

Contact our office to discuss your estate planning of probate needs. We are available by e-mail or by calling (408) 919-0088

Some of our frequently offered services in estate planning include:

  • Drafting of Revocable Living Trusts with Pour Over Wills to avoid probate, to ensure the smooth transfer of assets to loved ones at death, and to minimize taxes.
  • Preparation of General Durable Powers of Attorney (Financial) as well as Health Care Powers of Attorney/ Advance Health Care Directives in order to ensure that the client’s wishes with respect to life sustaining care are respected by medical care givers.
  • Assistance with Funding Living Trusts by transferring title to assets to the client’s trust once formed.
  • Formation of Limited Liability Companies to hold certain assets as a method of asset protection and to take advantage of fractional discounts in valuation.

If you would like to schedule a consultation with one of our attorneys to discuss your case, please contact the Mlnarik Law Group at: (408) 919-0088 to schedule and initial consultation.

Allow us to help solve your Legal challenges

For assistance from an experienced attorney, please complete the form below.
captcha
Reload

Latest Legal Article

How Do You Know if Your Probate Attorney Is Qualified?
What Should I Ask an Attorney that Handles Probate and Estate Pla...
Continue Reading...

Mailing List

sign up for email updates. We will make sure you are the first to hear Legal news .