Providing Estate Planning Services With Skill, Eloquence and Warmth. From simple... more
Providing Estate Planning Services With Skill, Eloquence and Warmth. From simple wills and basic trusts, to sophisticated tax-saving trusts and charitable remainder trusts, I provide reliable assistance to clients in estate planning and estate administration. My work integrates a broad understanding of estate and gift tax factors, with an awareness that tax issues are only one element in esta... view profile
I have been providing legal services in Santa Clara and Santa Cruz Counties... more
I have been providing legal services in Santa Clara and Santa Cruz Counties continuously since 1975. I have an undergraduate degree in accounting from Indiana State University, and a Juris Doctor degree from Indiana University, whereI graduated cum laude and won honors in the areas of income taxation and estate and gift taxation.I graduated from law school in 1973.I was a member of the l... view profile
Steven D. Penrose is aCertified Specialist in Estate Planning, Trust Probate Law ,... more
Steven D. Penrose is aCertified Specialist in Estate Planning, Trust Probate Law , focusing his practice primarily in estate planning, estate and trust litigation, probate and trust administration, and business succession planning. Mr. Penrose has extensive experience assisting clients with the initiation and review of estate plans, including simple wills, revocable and irrevocable trusts, and... view profile
Probate is the legal process used to carry out a person's will after their death; a probate attorney advises you on how to perform the steps in the process. In general, once you have identified and collected the dead person's belongings, including their money, property, and other assets, you pay the person's debts and taxes. Once all debts have been paid, you distribute their money and property according to the language of the will. If there is no will, the laws of the state where the dead person lived control how the property is distributed. A probate attorney helps you plan what happens to your property when you die, as they can probate wills and act as your probate court estate representative. A probate attorney also represents family members and beneficiaries wishing to challenge wills.