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Jenny Alberts
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Jenny Alberts

Practice areas:

Trusts, Wills & Living Wills, Estate Planning, Tax

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About Me

I have extensive experience in the use of revocable living trusts of varying complexity for contingency planning; the design and implementation of irrevocable trusts for gifting purposes, both charitable and non-charitable; and the use of limited partnerships and limited liablity companies for purposes of asset management.


 


My practice includes:



  • Wills & Trusts

  • Powers of Attorney

  • Advanced Health Care Directives

  • Lifetime Gifting Trusts

  • Qualified Personal Residence Trusts

  • Irrevocable Life Insurance Trusts (ILITs)

  • Grantor-Retained Annuity Trusts (GRATs)

  • Charitable Trusts

  • Multi-Generational/Generation-Skipping Truts

  • Intentionally Defective Grantor Trusts

  • Private Annuties

  • Family Limited Partnerships

  • Limited Liablity Companies

  • Gift Tax, Estate Tax, Generation-Skipping Transfer Tax, and Property Tax Planning

  • Non-Citizen/Multi-National Estate Planning

  • Post-Death Administration of Trusts & Probates

  • Probate & Trust Dispute Resolution

  • Succession Planning


 


My clients have included founders and executives of technology companies, prominent entrepreneurs and land owners, members of the venture capital community, high-net-worth individuals, family business owners, investors and others.


 


I was awarded a "Northern California Super Lawyer" distinction in 2012, 2013 and 2014 by San Francisco Magazine as one of Northern California's "Rising Stars" - a distinction awarded to only a small percentage of attorneys in each state.  I also serve as a Triathlon Team Mentor for the Leukemia & Lymphoma Society's Team in Training Program.


 


Prior to founding my estate planning firm, I practiced trusts & estates, gift planning and probate law with prominent Silicon Valley law firms.

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Practice Areas

Licensed since 2007

  1. Estate Planning: 30%
  2. Wills & Living Wills: 30%
  3. Trusts: 30%
  4. Tax: 10%

Payment

Fees:

Fixed (Always)

Attorney Endorsements

2 total

  • Robert Edward Nuddleman

    Jenny is a wonderful resource and a wealth of knowledge. Jenny handles a wide variety of estate sizes, and is very knowledgeable. I'm glad I am able to refer clients to Jenny.

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    Robert Nuddleman Employment & Labor Attorney
    Relationship: Fellow lawyer in community

  • No photo

    I've had the pleasure of both supervising Jenny and being her client. She is professional, knowledgeable and a pleasure to work with. She did a great job preparing our estate plan and was a wonderful colleague.

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    Frank Maiorana Real Estate Attorney
    Relationship: Fellow lawyer in community

Contact Info

Silicon Valley Estate Planning

99 S. Almaden Blvd., Suite 600
San Jose, CA, 95113

Resume

License
StateStatusAcquiredUpdated
CAActive200705/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Rising StarSuper Lawyers2015
Rising StarSuper Lawyers2014
Rising StarSuper Lawyers2013
Rising StarSuper Lawyers2012

Work Experience
TitleCompany NameDuration
AttorneySilicon Valley Estate Planning2013 - Present
AttorneyBerliner Cohen2013 - 2013
AttorneyHopkins & Carley2010 - 2012
AttorneySheffield Law Office2009 - 2010
Attorney GeneralSilicon Valley Law Group, A Law Corporation2006 - 2009

Associations
Association NamePosition NameDuration
Santa Clara County Bar AssociationN/A2006 - Present

Education
School NameMajorDegreeGraduated
Golden Gate University, School of LawTaxationLLM2013
University of California, Davis - School of LawLawJD - Juris Doctor2006
University of California, IrvinePolitical ScienceBA - Bachelor of Arts2003
Los Gatos High SchoolN/AUnknown1999