Mount Hamilton, California Estate Planning Lawyers

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Julie Sowards SriRanga Esq.
(408) 371-6000Free Consultation
Campbell, CA Estate Planning Lawyer
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Elainie Honjas
(408) 292-4849Free Consultation
San Jose, CA Estate Planning Attorney
28 years experience
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Patrick Calhoun
(866) 447-8460Free Consultation
San Jose, CA Estate Planning Attorney
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Scott J. Sagaria
(866) 447-8460Free Consultation
San Jose, CA Estate Planning Attorney
16 years experience
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Susan Trivisonno
San Jose, CA Estate Planning Attorney. 26 years experience
(408) 528-1365 2810 Oak Estates Ct
 San Jose, CA 95135
Estate Planning and Bankruptcy
Santa Clara Univ School of Law
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Ba Dinh Tran
San Jose, CA Estate Planning Attorney. 27 years experience
(408) 293-2445 2114 Senter Rd
 San Jose, CA 95112
Estate Planning, Business and Personal Injury
Santa Clara Univ School of Law
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Michael Edward Lonich
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San Jose, CA Estate Planning Attorney. 35 years experience
(408) 553-0801 1871 The Alameda
Suite 400
 San Jose, CA 95126
Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law
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Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...
Julia Lemon
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San Jose, CA Estate Planning Attorney. 10 years experience
(408) 553-0801 1871 The Alameda
Suite 400
 San Jose, CA 95126
Free ConsultationEstate Planning, Divorce and Family
Santa Clara University School of Law
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Julia Lemon became an associate at Lonich and Patton, LLP in November 2007. Julia is well versed in Estate Planning and Business Law, however she has a a special interest in Family Law matters. Julia began her relationship with the firm as a second year law clerk in 2005. Julia was raised in San Jose and attended Presentation High School. Thereafter, she attended the University of California at Davis where she was a member of Alpha Chi Omega sorority. In 2004, Julia graduated with honors and as a member of Phi Beta Kappa, earning a Bachelor's Degree with a major in...
Matthew G. Grech
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San Jose, CA Estate Planning Lawyer. 9 years experience
(408) 214-0385 111 North Market St.
Suite 300
 San Jose, CA 95113
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
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As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
(650) 743-2548 2000 Broadway St.
Suite 231
 Redwood City, CA 94063
(510) 270-5602 1300 Clay St.
Suite 600
 Oakland, CA 94612
Jennifer Louise Mispagel
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San Jose, CA Estate Planning Lawyer. 9 years experience
(408) 286-9800 70 South First Street
 San Jose, CA 95113
Estate Planning, Business, Family and Probate
Santa Clara University School of Law
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Jennifer Mispagel focuses her practice on Estate Planning, Trusts and Probate. Jennifer received her Juris Doctorate and her Masters in Business Administration from Santa Clara University in 2008. After completing her first year at Santa Clara University School of Law, Jennifer spent a summer in Tokyo studying the Japanese legal system and interning for a local law firm. When she returned to school, she enrolled in Santa Clara’s MBA program to complement her legal education. Jennifer received both the Witkin and CALI Awards in Community Property as well as the American Bankruptcy...
Robert Paul Bergman
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San Jose, CA Estate Planning Lawyer. 36 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
 San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
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Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
Stanley Phong Phan
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San Jose, CA Estate Planning Lawyer. 14 years experience
(408) 232-4900 2092 Concourse Drive, Ste 49
 San Jose, CA 95131
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Lincoln Law Sch of San Jose
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Lawrence M Kelly
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Santa Clara, CA Estate Planning Lawyer. 31 years experience
(408) 736-3535 275 Saratoga Avenue, #102
 Santa Clara, CA 95050
Estate Planning and Probate
Santa Clara University School of Law
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Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.
Sara S. Linder
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Campbell, CA Estate Planning Attorney. 34 years experience
(408) 371-6000 2542 S Bascom Ave
#200
 Campbell, CA 95008
Free ConsultationEstate Planning, Arbitration & Mediation and Employment
University of North Dakota School of Law
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Benjamin J. Sowards Esq.
(408) 371-6000Free Consultation
Campbell, CA Estate Planning Lawyer
13 years experience
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Liza Weiman Hanks
(650) 237-7221
Mountain View, CA Estate Planning Attorney
20 years experience
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James Edward Berge
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San Jose, CA Estate Planning Attorney. 31 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
 San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Santa Clara University School of Law and Golden Gate University School of Law
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Jeffrey K Nielsen
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San Jose, CA Estate Planning Lawyer. 5 years experience
(408) 294-9700 84 West Santa Clara St. #540
 San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
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Lisa Intrieri Caputo
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San Jose, CA Estate Planning Lawyer. 25 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
 San Jose, CA 95113
Estate Planning, Business and Tax
Santa Clara University
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Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.
Clarence Joseph Ferrari Jr
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San Jose, CA Estate Planning Lawyer. 57 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
 San Jose, CA 95113
Estate Planning, Business and Tax
Stanford University
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Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.
Scott J. Sagaria
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San Jose, CA Estate Planning Attorney. 16 years experience
(866) 447-8460 2033 Gateway Place
5th Floor
 San Jose, CA 95110
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
St. John's University and Santa Clara University School of Law
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Julie Sowards SriRanga Esq.
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Campbell, CA Estate Planning Lawyer.
(408) 371-6000 2542 S Bascom Ave
#200
 Campbell, CA 95008
Free ConsultationEstate Planning, Elder, Family and Probate
Lincoln University and Western State College of Law at Argosy University
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Valary Anne Miller
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San Jose, CA Estate Planning Attorney. 21 years experience
(408) 800-5791 777 N 1st St
Suite 325
 San Jose, CA 95112
Estate Planning, Business and Consumer
Santa Clara Univ School of Law
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Solution oriented attorney who specializes in Business, Estate Planning, and Consumer Finance Law, offering a proven background of advising large and small businesses. My goals in working with clients is to drive business operations, team building, company governance, and regulatory compliance for small companies, and individuals. Experience in same at: Lincoln Law School of San Jose, Credit.com, A&W Properties, WAP Forum, and eCycle, Inc, and General Electric. Actively collaborates with public- / private-sector officials, senior-level executives, leadership peers, stakeholders, and / or clients to analyze needs while identifying challenges and resolving legal / business issues...
Timothy D. Henry
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San Jose, CA Estate Planning Lawyer.
(408) 643-0942 1871 The Alameda
Suite 333
 San Jose, CA 95126
Estate Planning, Elder and Probate
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If you are in need of an estate planning lawyer in San Jose, you can have confidence in the help you can secure from Attorney Timothy D. Henry. His reputation speaks for itself, and you can rest assured in the help you can procure when you come to the Law Offices of Timothy D. Henry. This law firm exists to support individuals just like you, and you can have confidence that your case can receive the care and attention it requires when you come here. Attorney Henry attended Idaho State University, where he received his Bachelor of Science degree. He...
Patrick Calhoun
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San Jose, CA Estate Planning Attorney.
(866) 447-8460 2033 Gateway Place
5th Floor
 San Jose, CA 95110
Free ConsultationEstate Planning, Bankruptcy, Family and Foreclosure Defense
Santa Clara University
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Benjamin J. Sowards Esq.
Claimed Lawyer ProfileLII GoldSocial Media
Campbell, CA Estate Planning Lawyer. 13 years experience
(408) 371-6000 2542 S Bascom Ave
#200
 Campbell, CA 95008
Free ConsultationEstate Planning, Business, Elder and Environmental
University of California, Davis, School of Law
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Elainie Honjas
Claimed Lawyer ProfileLII Gold
San Jose, CA Estate Planning Attorney. 28 years experience
(408) 292-4849 111 W St John St #700
 San Jose, CA 95113
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Domestic Violence
New College of California
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Carol Elias Zolla
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Los Gatos, CA Estate Planning Attorney. 21 years experience
(408) 358-6900 16450 Los Gatos Blvd.
Suite 208
 Los Gatos, CA 95032
Estate Planning
UCLA School of Law
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Carol is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley...
Eric Daniel Despotes
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San Jose, CA Estate Planning Attorney. 8 years experience
(408) 553-0801 1871 The Alameda
Suite 475
 San Jose, CA 95126
Estate Planning, Business, Divorce and Family
Santa Clara University School of Law
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Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...
Sean Sullivan Hanley
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San Jose, CA Estate Planning Lawyer. 10 years experience
(408) 293-0344 1091 Lincoln Ave
 San Jose, CA 95125
Estate Planning
California Western School of Law
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Shahram Miri
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Campbell, CA Estate Planning Lawyer. 8 years experience
(408) 866-8382 80 Gilman Ave Ste. 27
 Campbell, CA 95008
Estate Planning, Business and Probate
University of the Pacific, McGeorge School of Law
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John Matthew Wunderling
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San Jose, CA Estate Planning Lawyer. 18 years experience
(408) 280-0535 333 W Santa Clara Street
Suite 700
 San Jose, CA 95113
Estate Planning, Business and Tax
Gonzaga University School of Law and Golden Gate University School of Law
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John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.
Dixon Ray Howell
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San Jose, CA Estate Planning Lawyer. 49 years experience
(408) 979-7800 1800 Hamilton Ave, Suite 240
 San Jose, CA 95125
Estate Planning, Business, Real Estate and Tax
UC Berkeley School of Law Boalt Hall
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Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Rebekah Joy Turney
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Los Gatos, CA Estate Planning Attorney. 8 years experience
(408) 395-6021 266 Los Gatos-Saratoga Road
 Los Gatos, CA 95030
Estate Planning, Business, Construction and Landlord Tenant
Golden Gate University
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We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.
Camelia Mahmoudi
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San Jose, CA Estate Planning Lawyer.
(408) 658-8580 2021 The Alameda, Suite 200
 San Jose, CA 95126
Estate Planning, Elder, Family and Tax
Santa Clara University School of Law and Golden Gate University School of Law
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Sharon Louise Roper
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San Jose, CA Estate Planning Attorney. 33 years experience
(408) 264-4576 2125 Canoas Garden Ave
Ste 120
 San Jose, CA 95125
Estate Planning, Divorce and Family
Santa Clara University
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Pascal Anthony Anastasi Esq.
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Campbell, CA Estate Planning Attorney. 30 years experience
(408) 292-2606 267 East Campbell Avenue, Suite 200
 Campbell, CA 95008
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
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A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...
Sally Roselle Cooperrider
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San Jose, CA Estate Planning Lawyer. 36 years experience
142 George St
 San Jose, CA 95110
Estate Planning, Arbitration & Mediation, Divorce and Elder
Santa Clara University and San Jose State University
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I practice family law, with an emphasis on collaborative divorces and mediation. I also prepare QDROs (Qualified Domestic Relations Orders) for the division of pensions in a divorce. In addition I practice estate plannning, including preparing revocable living trusts, special needs trusts, and wills. My practice is near downtown San Jose, California. I have been an attorney for 25 years.
Naomi Comfort
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San Jose, CA Estate Planning Attorney. 19 years experience
(408) 248-7878 99 Almaden Blvd., 6th Floor
 San Jose, CA 95113
Estate Planning, Elder and Probate
Golden Gate University School of Law, Golden Gate University School of Law and University of California - Los Angeles
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Nina C Decker Esq.
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Santa Clara, CA Estate Planning Lawyer. 4 years experience
(408) 919-0088 2930 Bowers Ave
 Santa Clara, CA 95051
Estate Planning, Bankruptcy and Probate
Santa Clara University School of Law
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Nina Decker is a licensed attorney in California. She obtained her law degree from Santa Clara University in 2012. While in law school, Nina was the Editor-in-Chief of the Santa Clara Journal of International Law, and received Witkin and CALI awards for academic achievement. She also interned for Chief Magistrate Judge Maria-Elena James of the US District Court for the Northern District of California. A native of Boise, Idaho, Nina also has a Bachelor's Degree in Sociology from Boise State University. After graduating from Santa Clara University, Nina worked as a Graduate Fellow with the Northern California Innocence Project,...
Judith N Douglass
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Los Gatos, CA Estate Planning Lawyer.
(408) 395-4800 210 Almendra Avenue
 Los Gatos, CA 95008
Estate Planning
University of the Pacific, McGeorge School of Law
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Randy Schmidt
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Campbell, CA Estate Planning Attorney.
(408) 371-6000 2542 S Bascom Ave
#200
 Campbell, CA 95008
Estate Planning, Business and Employment
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Khristine Miranda Serbin
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San Jose, CA Estate Planning Lawyer.
(408) 899-9529 777 North First Street
Suite 350
 San Jose, CA 95112
Estate Planning
University of San Francisco School of Law
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Scott Kanter
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Saratoga, CA Estate Planning Attorney. 18 years experience
(408) 861-6500 12901 Saratoga Ave.
 Saratoga, CA 95070
Free ConsultationEstate Planning and Probate
Loyola Law School
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Scott Kanter is the lead estate planning and estate and trust litigation attorney within the Hinshaw Estate Planning practice group. He was admitted to practice law in California in 1998 and he has tried in excess of twenty jury trials and over thirty court trials. Over the course of his career, his legal practice has encompassed a broad spectrum of experience including estate planning and estate and trust litigation matters. He walks his clients through the estate planning process to ensure that all of their important estate planning goals and...
Pinakin Milind Masurekar
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San Jose, CA Estate Planning Lawyer. 13 years experience
(650) 353-7744 2570 N 1st St, Suite 200
 San Jose, CA 95131
Estate Planning, Business, International and Securities
Chicago-Kent College of Law, Illinois Institute of Technology and Government Law College
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Loren B. Vaccarezza
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San Jose, CA Estate Planning Lawyer. 21 years experience
(408) 432-6000 1590 Berryessa Road
 San Jose, CA 95133
Estate Planning, Divorce, Education and Elder
Humphreys College of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

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Mount Hamilton Estate Planning Legal Aid & Pro Bono Services

Santa Clara County Self-Service Centers/Family Law Facilitator's Office
Morgan Hill, CA

AIDS Legal Services
(408) 293-3135
San Jose, CA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.

Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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