Practice areas
Estate Planning
To avoid the probate process in California, effective estate planning requires a properly-drafted trust. However, this is just the beginning. I collaborate with clients to ensure all their assets are properly accounted for, allowing them to pass their entire estate free of probate through comprehensive trusts and estates strategies.
Tax Controversy
You received a letter from the IRS or FTB, and the panic is setting in. As a shareholder of a CPA practice specializing in estate planning, I understand your tax situation in its entirety. I represent my clients in front of the IRS, CA FTB, and US Tax Court, and can help you achieve the best possible result for your audit, appeal, or other tax controversy matter, including matters related to trusts and estates.
Legal Disclaimer
NO ATTORNEY CLIENT RELATIONSHIP
The transmission of information through the Law Office of Evan R. Alonzo's (the "Firm") website does not create, and receipt does not constitute, an attorney-client relationship with the Firm. If you are considering matters related to estate planning or trusts, especially in areas like estate planning San Jose or trust San Jose, be sure to ask any prospective attorney about their qualifications and experience relevant to your specific situation. The information provided on this website does not constitute legal advice regarding trusts and estates and is not a substitute for obtaining proper legal counsel from an attorney licensed in the appropriate jurisdiction.
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Please feel free to reach out to learn more about the Firm and our services offered.