Contact Info

  • Location 2397 Forest Ave, San Jose, CA 95128, USA
  • Phone +1 408-241-2121
  • Website https://www.cdbatlaw.com/

Reviews

  • I've been working with Scott Carter on trusts for the past 25 years. He has always been very responsive, explains things well and gets things done in a timely manner. His office staff is courteous and professional. I referred several friends and family to Scott and they have been pleased with his service. I highly recommend him for trusts and wills.

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About Carter Dougherty & McGuire

For individuals and businesses across California, particularly within the bustling Bay Area, ensuring your future is secure and your assets are protected requires thoughtful planning and expert legal guidance. Whether you're considering setting up a trust, drafting a will, navigating complex business transactions, or dealing with real estate matters, having a legal team that combines decades of experience with a personalized, responsive approach is paramount. Carter Dougherty & McGuire stands as a highly respected and long-standing law firm in San Jose, renowned for its dedication to providing comprehensive legal solutions that offer peace of mind to its clients.

Life in California can be fast-paced, and safeguarding your legacy, managing your business interests, or handling property affairs demands precision and foresight. Carter Dougherty & McGuire understands these critical needs. As evidenced by glowing client testimonials, particularly for attorneys like Scott Carter, the firm is celebrated for its ability to explain complex legal concepts clearly, respond promptly to client needs, and efficiently complete legal tasks. Their commitment to building long-term relationships, as demonstrated by clients working with them for over 25 years, speaks volumes about their reliability and the trust they inspire. They are dedicated to helping Californians secure their futures with professionalism and integrity.

Location and Accessibility

Carter Dougherty & McGuire is conveniently located in San Jose, offering excellent accessibility to clients throughout Silicon Valley and the wider Bay Area. Their office is situated at:

2397 Forest Ave, San Jose, CA 95128, USA

This address on Forest Avenue places the firm within straightforward reach for individuals and businesses residing or operating in San Jose, Santa Clara, Campbell, and surrounding communities. The office’s central location ensures that clients can easily access their legal services for consultations and meetings, whether they are driving or utilizing local transportation. This accessibility underscores the firm's dedication to being a local, readily available resource for Californians seeking expert legal guidance.

Services Offered

Carter Dougherty & McGuire offers a broad spectrum of legal services, primarily focusing on areas crucial for personal and business planning and asset protection. Their comprehensive expertise allows them to serve a diverse client base with tailored legal solutions. Their key service areas include:

  • Estate Planning: Assisting individuals and families in developing comprehensive plans for the distribution of their assets, ensuring their wishes are honored and minimizing tax implications. This includes drafting wills, trusts, powers of attorney, and advance healthcare directives.
  • Trusts: Establishing and administering various types of trusts, such as revocable living trusts, irrevocable trusts, and special needs trusts, for wealth management, asset protection, and charitable giving.
  • Wills: Preparing legally sound wills to designate beneficiaries, name guardians for minor children, and specify funeral arrangements.
  • Probate and Trust Administration: Guiding executors and trustees through the complex processes of probating wills and administering trusts, ensuring compliance with legal requirements and efficient distribution of assets.
  • Business Law: Providing legal counsel to businesses of all sizes, from formation and corporate governance to ongoing operational advice, contractual agreements, and dispute resolution.
  • Real Estate Law: Handling various real estate transactions, including purchases, sales, leases, and property disputes for both residential and commercial properties.
  • Succession Planning: Helping business owners plan for the smooth transition of their businesses to the next generation or new ownership, ensuring continuity and stability.
  • Elder Law: Offering legal advice on issues affecting seniors, including long-term care planning, Medi-Cal planning, and conservatorships.
  • Tax Planning: Advising on tax implications related to estate planning and business transactions to optimize financial outcomes.
  • Asset Protection: Developing strategies to protect personal and business assets from potential creditors, lawsuits, and other risks.

Features / Highlights

Carter Dougherty & McGuire distinguishes itself through several key attributes that directly benefit its California clientele:

  • Decades of Experience: The firm and its attorneys, like Scott Carter, bring over 25 years of experience in specialized fields such as estate planning, demonstrating a deep well of knowledge and a proven track record.
  • Highly Responsive and Efficient: Clients consistently praise the firm's responsiveness and timely execution of legal tasks, ensuring that matters are addressed without unnecessary delays. As one review notes, Scott Carter "has always been very responsive... and gets things done in a timely manner."
  • Clear Explanations: Attorneys excel at explaining complex legal concepts in an understandable way, empowering clients to make informed decisions. Scott Carter "explains things well."
  • Professional and Courteous Staff: The firm's office staff is described as "courteous and professional," contributing to a positive client experience from the moment of contact.
  • Strong Client Satisfaction and Referrals: The high rate of referrals from satisfied friends and family members underscores the trust and confidence clients place in the firm's services. Clients are "pleased with his service" and "highly recommend him."
  • Comprehensive Legal Solutions: Their broad range of services, from estate planning to business law and real estate, allows clients to address multiple legal needs under one roof, fostering consistency and convenience.
  • Client-Focused Approach: The firm prioritizes understanding individual client needs and tailoring legal strategies to achieve their specific goals and ensure long-term peace of mind.

Promotions or Special Offers

While specific ongoing promotions are not explicitly detailed in the provided information, reputable law firms like Carter Dougherty & McGuire often offer initial consultations for prospective clients. This provides a valuable opportunity for individuals and businesses in California to discuss their estate planning, business law, or real estate needs with an experienced attorney, receive an initial assessment of their situation, and understand potential legal strategies, often without an upfront financial commitment. It is highly recommended to contact Carter Dougherty & McGuire directly to inquire about scheduling such a consultation and to learn more about their fee structure for various services. This initial step can be crucial in setting a clear path forward for your legal matters.

Contact Information

If you are a California resident, particularly in San Jose or the surrounding Bay Area, and require expert legal assistance with estate planning, trusts, wills, business law, or real estate matters, you can reach out to Carter Dougherty & McGuire.

Address: 2397 Forest Ave, San Jose, CA 95128, USA

Phone: (408) 241-2121

Mobile Phone: +1 408-241-2121

Their team is ready to provide the professional, responsive, and comprehensive legal support you need.

Conclusion: Why this place is suitable for locals

For Californians, especially those in San Jose and the vibrant Bay Area, seeking to secure their future, manage their businesses, or handle property affairs, Carter Dougherty & McGuire is an exceptionally suitable and highly recommended legal partner. Their convenient San Jose location ensures easy accessibility for local residents, making it simple to connect with expert legal counsel. However, it is the firm's deep-rooted experience and unwavering commitment to client satisfaction that truly makes them invaluable to the local community.

As evidenced by a client working with Scott Carter for 25 years and referring numerous friends and family, the firm builds lasting relationships based on trust, clarity, and effective results. Their ability to explain complex legal matters "well" and get things "done in a timely manner" provides immense peace of mind for individuals navigating the often-intricate processes of estate planning, business operations, or real estate transactions. For any Californian looking for reliable, professional, and responsive legal services to protect their assets, plan their legacy, or manage their business with foresight, Carter Dougherty & McGuire stands as a trusted and proven choice.

Carter Dougherty & McGuire Location

2397 Forest Ave, San Jose, CA 95128, USA

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