Benjamin Sowards
Business Formation, Wills, Trusts, & Probate (Transactional)
San Jose, California
Personal Introduction
Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would have cost the trust hundreds of thousands of dollars. Mr. Sowards works to find creative solutions to allow all interested parties to benefit from his experience. Mr. Sowards started his legal career as an associate with San Diego’s oldest and largest law firm, Luce Forward LLP. Later, he joined the international law firm of Morrison & Foerster LLP where he focused on business law and complex corporate transactions. Mr. Sowards’ experience dealing with California’s Fortune 500 clients taught him how to address critical legal challenges in the most cost-effective manner.
Practice Composition
Transactional
Education
Practice Summary
AREAS OF EXPERTISE Wills and Living Trusts Estate Planning Trust Administration Probate Proceedings Elder Law / Medi –Cal Special Needs Planning Asset Protection Planning Charitable Gift Planning Corporate Formation LLC Formation Corporate Governance
Response Time
16 hours
Awards
Superlawyer
Superlawyers Rising Stars
Affiliations
National Academy of Elder Law Attorneys
Silicon Valley Bar Association
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