Having a detailed estate planning checklist is essential to guide you on the right path and ensure that your estate plan is as thorough as possible. At The Heritage Law Group, we’re dedicated to guiding individuals and families through the complexities of estate planning.
REAL ESTATE, BUSINESS & ESTATE PLANNING ATTORNEYS IN SAN JOSE, CALIFORNIA
WE'VE WORKED TO PAVE OUR OWN WAY SO WE CAN HELP YOU ALONG YOURS. WHEN YOU WORK WITH US, YOU'RE ALWAYS TREATED FAIRLY AND RESPECTFULLY.
Our firm has earned a reputation as a leader in real estate, business litigation, estate planning, probate, and trust administration. We work hard to explain your options to you so that you can make the right choice for you each step of the way. We bring experience and a thoughtful approach to each client
A FIRM CENTERED AROUND YOUR NEEDS
We have always made it a point to put our clients at the pinnacle of our practice.
Sale and purchase agreements, document review, representation at closing, management of real estate disputes, construction law and broker and agent concerns.
Business formation concerns, employment law, business litigation, corporate and securities law, general counsel services and technology and software licensing.
Probate, Trusts & Estates
Wills, trusts, special needs, asset protection planning, probate and contests and disputes associated with the administration of another person’s estate.
WHAT OUR CLIENTS SAY
"I have used Roger Wintle as our company Attorney for more than 20 years… Roger knows law but he also knows how to communicate and how to determine right from wrong and how get to the real facts. Roger communicates clearly, effectively, and with authority. I highly recommend The Heritage Law Group.”
WHAT OUR CLIENTS SAY
”Words can't explain what you have done for me and my son. I'm honestly speechless. Now I can use my knowledge and expertise to make a difference. I never thought I could get a real estate license. I'm truly thankful.”
WHAT OUR CLIENTS SAY
“I cannot thank you enough for the support that you have extended on our behalf during this legal matter. I will not hesitate to seek your help in the future should need arise.”
WHAT OUR CLIENTS SAY
“Your guidance and assistance during the launching phase helped me begin my business with confidence. I will share your information with others and refer them to you.”
MANY OF OUR CLIENTS ARE REFERRALS
PROUDLY OFFERING LOCAL ASSISTANCE
LET US PROVIDE YOU WITH THE PROPER KNOWLEDGE AND REPRESENTATION SO YOU CAN ACHIEVE YOUR GOALS
As an individual or a business owner, you likely already know that there are plenty of different risks and issues that could lead to legal conflicts. It can be a big mistake to try to handle these concerns on your own without proper counsel.
The right lawyer can help explain your rights and responsibilities so that you can proceed with the right resolution strategy for you. A lawyer can be helpful not only for assisting you with a pressing legal issue, but also for evaluating other potential risks and helping you determine a course of action for the future.
Identifying and minimizing risks is important for any individual approaching their probate, will and trust disputes, a person or entity engaged in real estate transactions or business concerns.
When you work with our firm, you’ll be able to communicate easily with your lawyer to get updates on your case. You’ll also be kept informed throughout the duration of the case in order to make critical decisions in a timely manner. We care about giving you the details you need throughout.
$15 MILLION FRAUD CLAIM
Represented Defendants against claim of fraud, fraudulent misrepresentation where Plaintiff was seeking damages more than $15 million dollars. Defendant strongly asserted that the case was meritless and that he had done no wrongdoing. Successfully defended case and after long cause jury trial, the jury entered a verdict in favor of Defendant and the Plaintiff was awarded nothing
Successful jury verdict, no damages
$100,000 FEDERAL ADA LAWSUIT
Restaurant owner faced federal lawsuit for failing to provide equal access to disabled wheelchair bound adult. The federal lawsuit sought damages in excess of $100,000 plus attorney’s fees and costs. The case was settled for $13,000.
Settled for $13,000
IMPROPER USE OF TRADES SECRETS CLAIM
Client had left his old employer and opened his own business. His old clients found him and began using his services at his new company. Past employer claimed that client had wrongfully solicited customers by misappropriated trade secret information. We successfully defended the claim before litigation commenced and proved that the client had committed no wrongdoing and had not solicited any of his old customers. Past employer dropped the claim before filing suit.
Case resolved quickly and without litigation
REAL ESTATE OWNERSHIP DISPUTE
Successfully obtained ownership interest of real property owned by multiples persons but only one person on title and loan. The person on title claimed that he was the sole owner and denied any ownership interest to the other parties. The Heritage Law Group, filed suit and at mediation settled the matter with each owner getting their fair share. Property was sold and proceeds were split according to the ownership interest negotiated at settlement.
Settled fairly for each owner
REAL ESTATE LICENSE DEFENSE
Successfully defended against license revocation for real estate agent who committed one count of domestic violence against his spouse. The Heritage Law Group, a P.C. successfully negotiated a restricted license that would allow the real estate agent to continue working in his field.
Agent continues to work in his field
Business litigation is among the possible options to resolve disputes between two or more parties or entities involved in a commercial transaction. It involves calling upon a private judge to help resolve the business dispute through the court system. In commercial litigation, a hearing will be scheduled where the disputing parties will be allowed to argue their case and present supporting evidence. As a result, preparing adequately for business litigation is imperative to improve your chances of a favorable outcome.