April 23rd 2014
1871 The Alameda, Suite 400
San Jose, CA 95126
email:
(408) 241-9262
 
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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

Irrevocable Trusts

including insurance trusts, charitable trusts and

educational trusts, qualified domestic trusts (QDOTS), and

qualified personal residential trusts (QPRTS)

Probate Estates

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

CHERIE CHRISTENSEN

ATTORNEY AT LAW

1871 THE ALAMEDA, SUITE 400

SAN JOSE, CA 95126

(408) 241-9262

Fax (408) 241-0400

Attorney’s Resume

Cherie A. Christensen

Education:

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.

Previous Employment:

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

Professional Activities:

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

Charitable Service:

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.  

 

 

 
CONTACT
Law Offices of Cherie Christensen
1871 The Alameda, Suite 400
San Jose, CA 95126
Phone: (408) 241-9262
Fax: (408) 241-0400