Estate Planning, Trust Administration, and Wealth Transfer
Estate planning helps protect what you have built, provide for the people who matter to you, and establish how your wishes will be carried out. Hoge Fenton’s estates and trusts attorneys help individuals, families, business owners, and fiduciaries navigate estate planning, wealth transfer, and the administration of trusts and estates.
We work closely with clients and their financial, tax, and other professional advisors to develop plans that reflect their family circumstances, business interests, and long-term goals. Our experience includes complex tax planning, foreign assets, and cross-border considerations.
Hoge Fenton has been recognized in Best Law Firms® for Trusts and Estates in the San Jose metropolitan region.
Personal Estate and Wealth Planning
We develop estate plans tailored to each client’s needs, from wills and revocable trusts to sophisticated strategies for transferring wealth and supporting charitable goals. We explain the options and help clients make informed decisions about their assets, care, and legacy.
Our services include:
- Wills and revocable living trusts
- Estate, gift, and income tax planning
- Financial powers of attorney and advance health care directives
- Qualified personal residence trusts
- Charitable remainder and charitable lead trusts
- Irrevocable life insurance trusts
- Grantor annuity trusts
Family Business and Succession Planning
Passing a closely held business to the next generation involves financial, tax, and family considerations. We help business owners clarify their goals and develop succession plans that support the continued operation of the business and the transfer of ownership.
Working with clients and their other advisors, we address both tax and non-tax issues, including family dynamics that may affect the transition.
Estate and Trust Administration
We guide executors, trustees, and corporate fiduciaries through the responsibilities of settling estates and administering trusts. Our team helps clients understand the process, address legal and tax issues, and move the administration forward efficiently.
Attorneys and experienced paralegals coordinate administrative work to provide thorough, cost-conscious support.
Trust and Estate Litigation
Disputes over trusts and estates can involve sensitive family relationships and significant financial interests. Our trust and estate litigators help clients address disagreements concerning administration and distribution, with advice that accounts for both the legal issues and the client’s priorities.
