WealthPLAN

www.wealthplan.com

A law practice dedicated to family wealth preservation. WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. WealthPLAN expedites the settlement of a decedent’s trust and/or estate. Disputes often arise during the administration of a trust or estate and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. WealthPLAN provides comprehensive tax planning and tax controversy representation.

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A law practice dedicated to family wealth preservation. WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. WealthPLAN expedites the settlement of a decedent’s trust and/or estate. Disputes often arise during the administration of a trust or estate and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. WealthPLAN provides comprehensive tax planning and tax controversy representation.

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Country

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State

California

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City (Headquarters)

San Jose

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Industry

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Employees

1-10

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Founded

1996

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Estimated Revenue

$1,000,000 to $5,000,000

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  • Other

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  • Partner

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