Estate Planning

The attorneys of Tomita, Tran, Penning & Gee, P.C., provide counsel on all aspects of estate planning, from the creation of revocable and irrevocable trusts, to their administration and distribution. Drawing on their extensive experience with a wide variety of estate planning techniques, they can craft a plan that is tailored to your specific needs.

Contact Us

Heritage Village Offices
51 E. Campbell Avenue, Suite 128
Campbell, CA 95008
(408) 286-3775

Areas of Practice

Draft revocable and irrevocable trusts for individuals and families, and assist clients in the transfer of assets to their trust
Review and amend existing trusts
Modify or eliminate irrevocable trusts by court order
Advise clients with respect to lifetime or charitable gifting
Prepare durable powers of attorney and advance health care directives

Estate Planning

Represent successor trustees following the death of one or both settlors, and help them navigate issues such as sub-trust funding, management of trust assets, communication with beneficiaries, and distributions
Represent private professional fiduciaries
File petitions to transfer improperly titled property to a trust

Trust Administration

Corporate Formation and Representation

Create LLCs, partnerships, and corporations, and draft organizational documents such as bylaws, minutes, and operating agreements
Represent legal entities, members, managers, directors, and shareholders

Guardianships and Conservatorships

Establish conservatorships and guardianships of the person and estate
Represent conservators and guardians, guiding them through the court process

Educate and advise clients with respect to their beneficial rights under the Probate Code
Protect a client’s beneficial interest during a trust or probate administration

Beneficiary Representation

Probate Administration

Determine if a probate is necessary and assist in the collection of assets that pass outside of probate
Help clients open a probate and guide them through the entire process