Tomita, Tran, Penning & Gee, P.C.

Tomita, Tran, Penning & Gee, P.C. is a distinguished law firm located in Campbell, California, specializing in comprehensive estate planning and administration services. With a team of experienced attorneys, the firm offers personalized solutions tailored to meet the unique needs of each client.

Estate Planning Services:

• Drafting revocable and irrevocable trusts for individuals and families.
• Reviewing and amending existing trusts to ensure they align with current laws and personal circumstances.
• Providing guidance on lifetime and charitable gifting strategies.
• Preparing durable powers of attorney and advance health care directives to protect clients' interests.

Trust Administration:

• Representing successor trustees in managing trust assets, communicating with beneficiaries, and facilitating distributions.
• Assisting private professional fiduciaries in fulfilling their duties effectively.
• Filing petitions to transfer improperly titled property into trusts, ensuring seamless asset management.

Probate Administration:

• Determining the necessity of probate proceedings and assisting in the collection of assets that pass outside of probate.
• Guiding clients through the probate process, from opening the estate to final distribution.
• Defending trustees against claims related to breaches of fiduciary duty and litigating trust and will contests.

Guardianships and Conservatorships:

• Establishing conservatorships and guardianships to protect the interests of minors and adults who are unable to care for themselves.
• Representing conservators and guardians, providing guidance through the court process to ensure compliance with legal requirements.

Corporate Formation and Representation:

• Creating LLCs, partnerships, and corporations, and drafting organizational documents such as bylaws, minutes, and operating agreements.
• Representing legal entities, members, managers, directors, and shareholders in various legal matters.

Beneficiary Representation:

• Educating and advising clients on their beneficial rights under the Probate Code.
• Protecting clients' beneficial interests during trust or probate administration, ensuring fair treatment and compliance with legal standards.

Litigation Services:

• Litigating claims related to elder abuse and undue influence, safeguarding vulnerable individuals from exploitation.
• Providing mediation and alternative dispute resolution services in all types of trust and estate matters, aiming for amicable resolutions.

For personalized and professional estate planning and administration services, contact Tomita, Tran, Penning & Gee, P.C. today. Their dedicated team is committed to providing exceptional service and quality to clients in Campbell, CA, and surrounding areas.