Cupertino, California Estate Planning Lawyers

Benjamin J. Sowards Esq.
PREMIUM

California Estate Planning Lawyer with 14 years experience

AVVOMr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle... Read More »
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Scott J. Sagaria
PREMIUM

Free Consultation! California Estate Planning Attorney! Skilled Advocacy!

For over 15 years I have provided experienced representation for those with estate planning needs. I am dedicated to exceptional service and results! Visit my website for client reviews or call for a free consultation.
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Daniel L DuRee
PREMIUM

California Estate Planning Attorney

Do you have questions about the estate planning process? Please call today for a free consultation. Read More »
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Stephen Searle Rudd
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Cupertino, CA Estate Planning Attorney with 46 years experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Probate and Real Estate
Stanford University
Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.
Sujung Park
Claimed Lawyer Profile
Cupertino, CA Estate Planning Lawyer with 12 years experience
(408) 236-7345 19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
Estate Planning and Business
Emory University
As a business legal counsel, Sujung Park has advised individuals and businesses on various legal transactions and litigation matters. Her practice includes corporate, commercial contracts, and estate and asset planning. Sujung’s clients range from global high tech companies to innovative emerging startups and local small businesses. She also has served as outside general counsel for the US subsidiaries of Korean companies and US companies who has a business relationship with Korea.

Sujung received a J.D. from Emory University School of Law and a M.A. in International Laws from Seoul National University. She is a member of the State Bar...
Esther Kuowei Su
Claimed Lawyer Profile
Cupertino, CA Estate Planning Attorney with 22 years experience
(408) 380-4535 20480 Pacifica Drive, Suite E-1
Cupertino, CA 95014
Estate Planning
Santa Clara Univ School of Law
Cupertino, CA Estate Planning Lawyer with 40 years experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Elder, Real Estate and Tax
Golden Gate University
Cupertino, CA Estate Planning Lawyer with 47 years experience
(408) 777-3403 20410 Town Center Ln
Cupertino, CA 95014
Estate Planning, Business, Municipal and Real Estate
Univ of Michigan Law Sch
Cupertino, CA Estate Planning Attorney with 25 years experience
(408) 725-7542 19925 Stevens Creek Blvd
Cupertino, CA 95014
Estate Planning
Santa Clara Univ School of Law
Cupertino, CA Estate Planning Attorney with 57 years experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Business and Real Estate
Univ of Denver COL
Cupertino, CA Estate Planning Attorney with 13 years experience
(408) 873-0110 20300 Stevens Creek Blvd
Cupertino, CA 95014
Estate Planning and IP
Univ of Michigan Law Sch
Robert Paul Bergman
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 37 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
John Erik Fraker
Claimed Lawyer ProfileSocial Media
Saratoga, CA Estate Planning Attorney with 19 years experience
(800) 775-7612 14500 Big Basin Way
Suite K
Saratoga, CA 95070
Free ConsultationEstate Planning, Elder, Probate and Tax
Golden Gate University School of Law and University of Southern California Gould School of Law
John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...
(800) 775-7612 70 Washington Street
Suite 303
Oakland, CA 94607
Liza Weiman Hanks
PREMIUM

California Estate Planning Attorney with 21 years experience

Stanford Law SchoolCalifornia
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Thomas Wayne Davies
Claimed Lawyer Profile
Saratoga, CA Estate Planning Attorney with 49 years experience
(408) 867-9900 14625 Big Basin Way
P.O. Box 2039
Saratoga, CA 95070
Estate Planning
Stanford Univ Law School
Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Barbara M. Loebner
Claimed Lawyer Profile
Los Altos, CA Estate Planning Lawyer with 33 years experience
(650) 468-3220 2053 Grant Rd., #260
Los Altos, CA 94024
Estate Planning
Santa Clara University School of Law
Scott Kanter
Claimed Lawyer Profile
Saratoga, CA Estate Planning Attorney with 19 years experience
(408) 861-6500 12901 Saratoga Ave.
Saratoga, CA 95070
Free ConsultationEstate Planning and Probate
Loyola Law School
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...
Judith N Douglass
Claimed Lawyer ProfileSocial Media
Saratoga, CA Estate Planning Lawyer
(408) 395-4800 14414 Oak Street
Saratoga, CA 95070
Estate Planning
University of the Pacific, McGeorge School of Law
Minda Parrish
Claimed Lawyer Profile
Saratoga, CA Estate Planning Lawyer with 34 years experience
(408) 741-3500 14500 Big Basin Way
Saratoga, CA 95070
Estate Planning and Elder
Santa Clara Univ School of Law
Jeffrey K Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 6 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
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
Thomas E. Rossmeissl
Claimed Lawyer ProfileQ&ASocial Media
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Los Gatos, CA Estate Planning Lawyer with 27 years experience
Estate Planning and Probate
Georgetown University Law Center
I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...
Benjamin J. Sowards Esq.
Claimed Lawyer ProfileLII GoldSocial Media
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationCampbell, CA Estate Planning Lawyer with 14 years experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law
AVVO
Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
Mountain View, CA Estate Planning Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
(925) 210-1400 1535 N. Main Street
Suite 240
Walnut Creek, CA 94596
(650) 933-7122 951 Mariners Island Blvd.
Suite 300
San Mateo, CA 94404
(415) 373-8335 75 Broadway Street
Suite 202
San Francisco, CA 94111
(415) 373-8335 700 Larkspur Landing Circle
#199
Larkspur, CA 94939
Jennifer Louise Mispagel
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 10 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
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...
Richard Alan Wingerden
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 17 years experience
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Estate Planning, Criminal, DUI and Domestic Violence
Lincoln Law Sch of San Jose
Richard Wingerden will handle every client's matter personally, professionally, and with a great degree of dedication. All of his clients receive the attention they need whether accused of criminal wrong doing, need peace of mind in drafting of a will and trust, or need business advice or drafting of a contract. With many years as a practicing litigation attorney, Mr. Wingerden has exceptional skill in client advocacy, negotiating, investigating, analyzing, critically reviewing, and resolving minor criminal offense to complex and serious felonies. Mr. Wingerden has an expert understanding of the criminal justice system and proven ability to understand all...
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 36 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
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...
Javed Inam Ellahie
Claimed Lawyer ProfileSocial Media
SAN JOSE, CA Estate Planning Lawyer with 43 years experience
(408) 294-0404 12 South First Street, Suite 600
SAN JOSE, CA 95113
Estate Planning, Bankruptcy, Probate and Real Estate
Santa Clara Univ School of Law
Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
He is a certified bankruptcy law specialist (certified by the State Bar of California, Board of Legal Specialization) and has frequently lectured at seminars for bankruptcy law specialists. Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts...
Janet Lee Brewer
Claimed Lawyer ProfileSocial Media
Palo Alto, CA Estate Planning Attorney with 43 years experience
(650) 325-8276 2501 Park Boulevard - Suite 100
Palo Alto, CA 94306
Estate Planning, Elder, International and Tax
Golden Gate University and University of Denver Law School
Janet is certified as a specialist in Probate, Wills, Trusts, and Estate Planning Law by the Board of Legal Specialization of the California State Bar. She has practiced exclusively in this area since 1990.
Kendra Bowen
Claimed Lawyer Profile
Cupertino, CA Estate Planning Lawyer with 26 years experience
(650) 521-6910 19925 Stevens Creek Blvd.
Cupertino, CA 95014
Free ConsultationEstate Planning
University of California - Hastings College of the Law
I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...
(650) 521-6910 20 South Santa Cruz, Ste. 300
Los Gatos, CA 94303
(650) 521-6910 1300 Clay Street, Suite 600
Oakland, CA 94303
(650) 521-6910 1250 Oakmead Pkwy., Suite 210
Sunnyvale, CA 94303
(650) 521-6910 1990 North California Blvd.
Walnut Creek, CA 94303
(650) 521-6910 111 North Market Street, Suite 300
San Jose, CA 94303
(650) 521-6910 1900 So. Norfolk Street
Ste. 350
San Mateo, CA 94403
(650) 521-6910 201 Spear Street, Ste. 1100
San Francisco, CA 94105
(650) 521-6910 2225 E. Bayshore Road
Ste. 200
Palo Alto, CA 94303
Daniel J. Leahy
Claimed Lawyer ProfileSocial Media
Campbell, CA Estate Planning Lawyer with 9 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
University of California - Berkeley
Matthew G. Grech
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 10 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
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
James Edward Berge
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 32 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Valary Anne Miller
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 22 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
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...
Carol Elias Zolla
Claimed Lawyer ProfileSocial Media
Los Gatos, CA Estate Planning Attorney with 22 years experience
(408) 358-6900 16450 Los Gatos Blvd.
Suite 208
Los Gatos, CA 95032
Estate Planning
UCLA School of Law
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...
Lisa Intrieri Caputo
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 26 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Santa Clara University
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
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 58 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Stanford University
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.
Kathleen Lawler Bodmer
Claimed Lawyer Profile
Los Gatos, CA Estate Planning Lawyer with 24 years experience
(831) 462-3220 20 South Santa Cruz Avenue
Suite 300
Los Gatos, CA 95030
Free ConsultationEstate Planning and Business
Boston Univ School of Law
Kathleen has been practicing law since 1994, concentrating in the areas of estate planning, trust administration and business transaction law. Kathleen's estate planning client base ranges from young couples just starting out to those clients with multi-million dollar estates in need of tax, gift, and charitable planning, as well as a basic estate plan. Additionally, Kathleen enjoys working with clients in the later stages of life to address those matters that can make the transitions that are inevitable proceed more smoothly, and as the client best intends. Kathleen's business practice focuses on smaller businesses in need of...
(831) 462-3220 655 Capitola Rd
Suite 103
Santa Cruz, CA 95062
Lawrence M Kelly
Claimed Lawyer Profile
Santa Clara, CA Estate Planning Lawyer with 32 years experience
(408) 736-3535 275 Saratoga Avenue, #102
Santa Clara, CA 95050
Estate Planning and Probate
Santa Clara University School of Law
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.
Roy Wayne Litherland
Claimed Lawyer ProfileBlawgsearchSocial Media
Campbell, CA Estate Planning Attorney with 43 years experience
(408) 356-9200 3425 S Bascom Avenue, Suite 240
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
Indiana Univ Indianapolis School of Law
Roy Litherland has been providing legal services in Santa Clara and Santa Cruz Counties continuously since 1975.

In law school, Roy was a recipient of the Dean Faust Award and received awards and honors in income taxation and estate taxation.

Roy is certified by the California State Bar Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. In addition to his extensive legal background, he was previously licensed as a Certified Public Accountant.

Roy is a member of the California State Bar Association, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys....
Camelia Mahmoudi
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Estate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Scott J. Sagaria
Claimed Lawyer ProfileLII GoldSocial Media
Campbell, CA Estate Planning Attorney with 17 years experience
(866) 447-8460 1999 S. Bascom Ave.
Suite 700
Campbell, CA 95008
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
St. John's University and Santa Clara University School of Law
Rebekah Joy Turney
Claimed Lawyer ProfileSocial Media
Los Gatos, CA Estate Planning Attorney with 9 years experience
(408) 395-6021 266 Los Gatos-Saratoga Road
Los Gatos, CA 95030
Estate Planning, Business, Construction and Landlord Tenant
Golden Gate University
We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.
John Matthew Wunderling
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 19 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
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.
Eric Daniel Despotes
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 9 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
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...
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San Jose, CA

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Elder Law
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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.