Our Practice of Law
It would be our pleasure to assist you with matters of estate planning, wills, and trust law
including the creation and administration of:
Revocable Trusts for Single Persons, and Married Couples
(tax-planned AB and ABC Trusts also called Survivor’s, Marital and Residual
Trusts and also known as Bypass, Family, Credit Shelter
and Equivalent Exemption Trusts)
Simple Trusts for Single Persons and Married Couples
Trusts for Non-Traditional Couples
including insurance trusts, charitable trusts and
educational trusts, qualified domestic trusts (QDOTS), and
qualified personal residential trusts (QPRTS)
Estate Planning Tax Issues including the Federal Estate Tax
Elder/Senior Law and Planning for Incapacity
Special Needs Trusts
Powers of Attorney, General and Limited
Advance Health Care Directives
ATTORNEY AT LAW
1871 THE ALAMEDA, SUITE 400
SAN JOSE, CA 95126
Fax (408) 241-0400
Cherie A. Christensen
Graduate of University of California at Berkeley, Dec. 1966 with B.S. degree in Business Administration
Graduate of University of San Francisco, June, l974 with J.D. degree in Law.
Practice of Law:
Admitted to practice in California December, l974.
Certified Specialist Estate Planning, Probate and Trust Law
California State Bar Board of Legal Specialization 1992
Former Professor of Law, Peninsula University School of Law.
Instructor at U.C. Santa Cruz in extension program for financial planning.
Former Instructor Estate Planning American College, Bryn Mawr, Pennsylvania
Lecturer, California Continuing Education of the Bar on subjects of estate planning, probate, trusts, guardianships and conservatorships.
Former National Bank Examiner for Trusts in the Office of the Regional Administrator of National Banks, Comptroller of the Currency, U.S. Treasury Dept. 1967-1971
Former Trust Officer, Wells Fargo Bank, N.A. 1971-1976
Former member Board of Directors of Santa Clara County Estate Planning Council
Former Chair, Santa Clara County Bar Association Section on Probate, Estate Planning and Trusts, l978/9
Former Trustee of Santa Clara County Bar Association
Former member Boards of Directors of Santa Clara Center-Chapter American Red Cross and Eastfield Childrens' Center
Our office does not practice law in the areas of civil litigation, probate litigation, business planning or litigation, real property, adoption, family law, social security disability, conservatorships or guardianships and income taxation. We work with other attorneys and accountants who have expertise in these areas and we would be happy to refer them to you as appropriate.