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About San Jose Dynasty Trust Lawyers Our San Jose lawyers help businesses and individuals with their legal needs. A few of the major industries that represent California's economy include aerospace, agriculture, and technology.. San Jose Dynasty Trusts Attorney Assisting Clients with Trust Administration, Legacy Planning, and Complex Tax Issues in California Tax planning is essential to every estate plan, especially for individuals and families with large amounts of wealth. Estate and gift taxes can significantly reduce the size of your estate, but with the right estate planning strategies, you can work to protect.

What are people saying about estate planning law services in San Jose, CA? This is a review for a estate planning law business in San Jose, CA: "I met Cheri Michaelis a few years ago at an estate planning council meeting, and she left a lasting impression. It's important to note English is not my first language. Cheri was incredibly understanding, she took extra time to explain things clearly.. Our San Jose law firm represents clients in several areas of California estate law. Our estate planning services include medical benefits planning, fiduciary representation, special needs planning, retirement accounts, business succession planning, asset protection strategies, conservatorships, guardianships, estate litigation, and more.