Tomita, Tran, Penning & Gee, P.C. is a distinguished law firm specializing in trusts and estates, offering comprehensive legal counsel in estate planning, administration, and litigation. With a team of experienced attorneys, the firm is dedicated to providing personalized and strategic solutions to protect clients’ legacies and navigate complex legal landscapes.
The firm’s approach combines deep expertise in a wide variety of estate planning techniques with a commitment to client education and guidance. They serve individuals, families, trustees, beneficiaries, and professional fiduciaries, ensuring each client receives tailored advice that aligns with their specific goals and circumstances.
Services Offered
- Draft revocable and irrevocable trusts for individuals and families
- 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
- Represent successor trustees following the death of one or both settlors
- 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
- Create LLCs, partnerships, and corporations
- Draft organizational documents such as bylaws, minutes, and operating agreements
- Represent legal entities, members, managers, directors, and shareholders
- 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
- 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
- Defend trustees from claims relating to breaches of their fiduciary duty
- Litigate claims relating to elder abuse and undue influence
- Litigate trust and will contests
Based in Campbell, California, the firm serves clients throughout the region, providing dedicated support in matters of estate planning, trust administration, corporate representation, and litigation.
