Discretionary Trust Lawyer | Serving San Jose, CA
Experienced Trusts and Estates Attorney, Helping Individuals and Families Since 1990. Call to Schedule A Meeting Today.
Thomas E. Rossmeissl has helped families and individuals solve complex problems since 1990. An experienced Silicon Valley trusts and estates attorney, he helps clients navigate some of the difficult choices they have in arranging their affairs to take care of their families when they are no longer able to do so. His clients put their trust and confidence in him to prepare …
Discretionary Trust Lawyer | San Jose, CA
Proudly Serving The South Bay Area For Over 20 Years
The Law Offices of Berge & Berge is a South Bay Law Firm practicing exclusively in the area of Estate Planning with over 2,500 individuals having selected our firm to prepare and maintain their estate plan. Our firm prides itself on being a proactive, counseling oriented practice which strives to educate clients and design customer estate plans that meet client …
Beneficiaries of a discretionary trust receive what the trustees decide rather than a set amount used in standard trusts. The benefit of a discretionary trust is that it takes into account the disparity of the beneficiaries' income and allows the gifts to be taxed at a reduced rate.
Discretionary trusts are sophisticated financial arrangements regulated by specific trust law. Whether you are considering establishing a discretionary trust or are a beneficiary of such a trust, consulting with a San Jose discretionary trust lawyer is imperative. He or she can advise you about your legal options.
In legal practice, experience matters. An experienced attorney will likely have handled issues similar to yours many, many times. Therefore, after listening to your situation, the attorney should have a reasonable idea of the time line for a case like yours and the likely resolution.
For most consumer legal issues, the size of the practice is much less important than the experience, competence, and reputation of the attorney(s) handling your case. Among the most important factors when choosing an attorney are your comfort level with the attorney or practice and the attorney's track record in bringing about quick, successful resolutions to cases similar to yours.
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