Estate Planning

If you are interested in drafting a will, establishing a trust, or have started your retirement planning, experienced legal advice from an estate planning attorney can benefit you in many ways. At the Dermer Law Firm, our estate planning attorneys have the experience and intimate understanding of tax planning law to effectively distribute your assets according to your wishes. Attorney Martin Dermer has over thirty-one years of will drafting experience. Attorney Joseph Dermer was our law firm's tax and business consultant before becoming an attorney.

To speak with an attorney about estate planning, contact a South Bay Area, CA estate planning attorney. We offer estate planning clients a free consultation. Many of our clients are referrals from past clients. We attribute this to the way we approach each client's needs and our interest in maintaining long-term attorney-client relationships.

Comprehensive Estate Planning in Santa Cruz County

We provide estate planning services to clients who have relatively modest estates as well as clients who are very wealthy. Our attorneys recognize the concerns you have regarding your property and assets. We design an estate plan that truly fits your needs as well as your beneficiaries' needs. Joseph Dermer's intimate understanding of tax law benefits clients. We may be able to reduce your estate taxes.

  • Wills
  • Living wills
  • Powers of attorney
  • Asset protect trusts
  • Conservatorships
  • Trust and probate administration
  • Charitable remainder trusts
  • Gifting

Special Needs Trusts in Mountain View, Los Altos, and Sunnyvale

We provide legal services for clients who wish to establish a special needs trust for a family member or loved one who is on public assistance. Special needs trusts are designed to provide for individuals without compromising their public benefits. For instance, if you establish a special needs trust for a disabled son or daughter, he or she may still qualify for supplemental security income (SSI). Special needs trusts allow you to give to your loved ones without endangering their public benefits.