Hales & George is a family-owned law practice serving thousands of clients since 1972. Our experienced attorneys specialize in estate planning, trust administration, probate, estate & gift tax, and business planning. Santa Clara estate planning planning. The success of our firm depends on the dedication of the people behind it. The Hales & George team is composed of highly trained and experienced professionals who deliver first-class service to our clients.
The Hales & George team is composed of highly-trained and experienced professionals who strive to deliver first class service to our clients. Hales & George Law Firm provides clients with high-quality Estate and Business Planning services. A typical estate plan consists of a Revocable Living Trust, Exhibit A, Pour-Over Will, Certificate of Trust, Durable Power of Attorney, Advance Health Care Directive, Agreement as to the Status of Property, and Nomination of Guardian (if minor children).
We also help clients with documents to transfer assets into their Trust, designate proper beneficiary designations on life insurance and qualified plans, obtain new basis on assets at time of death and avoid property tax reassessment.
The Hales & George team is composed of highly-trained and experienced professionals who strive to deliver first class service to our clients. Hales & George Law Firm provides clients with high-quality Estate and Business Planning services. A typical estate plan consists of a Revocable Living Trust, Exhibit A, Pour-Over Will, Certificate of Trust, Durable Power of Attorney, Advance Health Care Directive, Agreement as to the Status of Property, and Nomination of Guardian (if minor children).
We also help clients with documents to transfer assets into their Trust, designate proper beneficiary designations on life insurance and qualified plans, obtain new basis on assets at time of death and avoid property tax reassessment.
Services
Hales & George is a family-owned law practice serving clients and the community since 1972.
We have a long tradition of advising our clients with compassion to help minimize estate taxes and capital gains taxes, control the distribution of assets, and avoid court involvement.
Our attorneys work closely with our clients to understand their unique circumstances and offer creative and innovative solutions to ensure assets are protected and family harmony is maintained.
Our team includes members of many professional organizations, including the State Bar of California, the Santa Clara Bar Association, the Silicon Valley Bar Association and the Santa Clara County Estate Planning Council.
We have a long tradition of advising our clients with compassion to help minimize estate taxes and capital gains taxes, control the distribution of assets, and avoid court involvement.
Our attorneys work closely with our clients to understand their unique circumstances and offer creative and innovative solutions to ensure assets are protected and family harmony is maintained.
Our team includes members of many professional organizations, including the State Bar of California, the Santa Clara Bar Association, the Silicon Valley Bar Association and the Santa Clara County Estate Planning Council.
Jan Marie is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust and Probate Law.
Bill's legal career began after his award-winning service with the office of the U.S Secretary of the Interior and his career as a political consultant in Virginia and Washington, D.C.
Following a distinguished tour as an Air Force pilot, Bob began his career in the fields of insurance and financial planning.
Amber provides legal advice and services in the areas of estate planning, trust administration, probate, and court petitions.
Bill's legal career began after his award-winning service with the office of the U.S Secretary of the Interior and his career as a political consultant in Virginia and Washington, D.C.
Following a distinguished tour as an Air Force pilot, Bob began his career in the fields of insurance and financial planning.
Amber provides legal advice and services in the areas of estate planning, trust administration, probate, and court petitions.
Estate planning focuses on avoiding expensive legal procedures like Probate and Conservatorships while ensuring your estate passes to the intended beneficiaries.
Well-designed estate plans help to minimize or avoid taxes imposed at death, guarantee distribution of assets in accordance with the wishes of the deceased, and include provisions and documents to avoid costly legal procedures that may arise due to incapacity.
Living Trusts: California residents with an estate in excess of one hundred fifty thousand dollars ($150,000.00) or any resident with minor children should consider a living trust.
Well-designed estate plans help to minimize or avoid taxes imposed at death, guarantee distribution of assets in accordance with the wishes of the deceased, and include provisions and documents to avoid costly legal procedures that may arise due to incapacity.
Living Trusts: California residents with an estate in excess of one hundred fifty thousand dollars ($150,000.00) or any resident with minor children should consider a living trust.
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