Business Details
Trusted Trust & Estate Attorneys in San Jose
Steburg Law Firm is a dedicated legal practice specializing in trust, estate, probate, and tax dispute resolution. With offices in San Jose, California, our team of experienced attorneys provides compassionate and strategic legal representation to clients navigating complex legal challenges. We prioritize client needs through personalized service, combining small-firm attentiveness with decades of specialized legal expertise. Our practice areas include trust administration, contested wills, financial elder abuse cases, and IRS tax resolution matters.We maintain a strong commitment to ethical standards, transparent communication, and achieving favorable outcomes through litigation or negotiation. Client testimonials consistently highlight our team's responsiveness, expertise, and ability to handle complex multi-jurisdictional cases with professionalism.
Services
Trust Administration
Probate Administration
Tax Litigation
Will Contest
Estate Planning
IRS Penalty Abatement
Financial Elder Abuse
Conservatorship
Trust Disputes
Tax Resolution
Highlights and features
- We offer specialized expertise in trust, estate, and tax litigation with decades of combined legal experience
- Our team provides personalized legal strategies tailored to each client's unique circumstances
- We maintain a proven track record of successful outcomes in complex probate and tax disputes
- We combine small-firm personal service with the resources of an experienced legal team
- Our attorneys maintain active involvement in professional legal associations and continuing education
What people say
Delightful experience
Championed the legal necessities
Made the best interest of estate a priority
Provided great legal guidance
Knowledgeable and empathetic
Services
Trust Administration
Our Trust Administration service manages and distributes assets according to living trusts. We ensure proper handling of debt payments and asset distribution while maintaining compliance with California trust laws. Our team provides fiduciary support, tax documentation, and dispute resolution for trustees and beneficiaries.
Probate Administration
We guide executors through California's probate process, handling asset inventory, debt settlement, and estate distribution. Our services include court representation, tax filings, and resolution of contested claims while ensuring compliance with state probate regulations.
Tax Litigation
Our Tax Litigation practice resolves disputes with the IRS and state tax authorities. We handle audit defense, penalty abatement, installment agreements, and offer in compromise negotiations to achieve favorable tax debt resolutions for individuals and businesses.
Will Contest
We represent parties in will and trust validity disputes. Our services include challenging or defending contested documents, resolving beneficiary disputes, and representing clients in probate court proceedings related to estate distribution conflicts.
Financial Elder Abuse
Our Financial Elder Abuse practice protects vulnerable adults from financial exploitation. We handle cases involving undue influence, asset misappropriation, and contested estate planning documents, seeking recovery of assets and legal protection for seniors.
People
Anita Steburg
Attorney
Experienced trust and estate attorney with extensive litigation expertise. Provides compassionate legal guidance in probate matters, trust administration, and tax disputes while maintaining a client-focused approach.
Anam Hasan
Attorney
Dedicated legal professional specializing in estate planning and tax resolution. Offers personalized support in trust administration and probate matters while maintaining strong client communication throughout complex legal processes.
Ryan Steburg
Attorney
Skilled litigator handling complex trust and estate disputes. Provides strategic legal representation in contested wills, financial elder abuse cases, and tax controversy matters with a focus on achieving client objectives.
Darrell
Legal Professional
Supports estate administration cases with attention to detail. Assists in probate proceedings and trust management matters while maintaining responsive communication with clients during complex legal processes.
Natalie
Legal Staff
Provides administrative support to attorneys handling trust, estate, and tax cases. Maintains organized case management and facilitates client communication throughout the legal process.
Questions
What happens during a California probate hearing?
The court oversees estate distribution according to the will. Assets get distributed to beneficiaries after debts are paid. Required documents include Affidavit of Public Notice and Proof of Service.
How long does a trust contest take in California?
Typically 12-24 months to reach trial. Initial hearings occur 45-70 days after filing, with the court determining objections to the petition during this time.
Can someone with dementia create a will?
Yes, but requires medical evaluation of mental capacity at the time of execution. A geriatrician should document the individual's understanding when creating the will.
What is IRS innocent spouse relief?
Provides protection from tax liability when a spouse failed to report income without your knowledge. Requires filing IRS Form 8857 with documentation supporting your lack of awareness.
How does an Offer in Compromise work?
Allows settling tax debt for less than owed through IRS approval. Requires demonstrating financial hardship and submitting a negotiated payment plan that satisfies both parties.
What constitutes financial elder abuse?
Occurs when caregivers or family members improperly control senior assets through coercion, isolation, or deception. Includes unauthorized changes to estate plans or improper financial exploitation of vulnerable adults.
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