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Jeffrey K Nielsen
San Jose, CA Estate Planning Lawyer with 12 years of experience
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,...
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Debra DeCarli
Pleasanton, CA Estate Planning Lawyer with 30 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning
University of Texas - Austin
Trusts and Estate Planning Offices in Pleasanton and Mendocino.
California estate planning attorney Debra DeCarli has been a lawyer since 1994. She received both her J.D. and Master of Public Affairs degrees from the University of Texas. Debra's unique background led to her professional commitment to estate planning for all types of families.
Debra enjoys the estate planning complexities unique to non-traditional or blended families, families with young children, older couples and individuals who do not have children, and folks interested in charitable giving.
Virtual meetings and flexible scheduling are available.
Call Debra DeCarli at
Pleasanton office: 925-568-2350
Mendocino office: 707-937-2701
Or use our...
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Jeffrey Loew
San Mateo, CA Estate Planning Lawyer with 24 years of experience
Estate Planning and Probate
University of California, Berkeley School of Law
As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.
Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.
In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...
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James Edward Berge
San Jose, CA Estate Planning Attorney with 39 years of experience
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
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Norman John Homen
San Jose, CA Estate Planning Attorney with 36 years of experience
Offers Video ConferencingVideo ConfEstate Planning, Personal Injury, Social Security Disability and Workers' Comp
Western State University College of Law
I have served in the State of California since 1988, handling Social Security Disability, Workers’ Compensation Law, Criminal Law, and Personal Injury matters.
At the Law Offices of Norman J. Homen, our goal is to provide injured clients with the best results in a timely and cost-effective manner. For over 30 years, our outstanding litigation team has remained dedicated to the rights and welfare of the injured and disabled throughout Southern California.
The cornerstone of my success is the quality of relationships that I maintain with clients. Clients are treated with integrity and respect for their needs, goals, and objectives. We...
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Benjamin J. Sowards
10.0
(1 Peer Review)
Free ConsultationOffers Video ConferencingVideo ConfCampbell, CA Estate Planning Lawyer with 21 years of experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law
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...
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Grant A. Toeppen
10.0
(1 Peer Review)
Free ConsultationDublin, CA Estate Planning Lawyer with 12 years of experience
Estate Planning and Probate
University of the Pacific, McGeorge School of Law
At Advance Planning, A Law Corporation, in Dublin and Manteca, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones.
Serving clients throughout the San Francisco Bay Area and Central Valley, with a focus on Alameda County, Contra Costa County, San Joaquin County, and Stanislaus County, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those who have legal...
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Zachary Roy Rayo
Pleasanton, CA Estate Planning Lawyer with 28 years of experience
Estate Planning, Business, Elder and Probate
University of Miami School of Law and University of Hawai'i at Manoa William S. Richardson School of Law
Zachary Rayo brings experience, efficiency and empathy to estate planning. Mr. Rayo’s approach is people-centered. He recognizes that the legal needs and special issues differ from client to client, that each person is unique, with unique needs that must be met with efficiency, active listening and care. Mr. Rayo knows the importance of social responsibility which manifests not only in ethical decisions and practices but also in involvement in socially important causes.
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Joshua D. Brysk
10.0
(2 Peer Reviews)
Pleasanton, CA Estate Planning Lawyer with 29 years of experience
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and University of California - Los Angeles
Joshua D. Brysk advises clients on Business & Commercial Law, Civil Litigation, Estate Planning, Real Estate, Construction, Tax Law, and Wills, Trusts & Probate matters. He provides knowledgeable and skilled representation to clients in the San Francisco Bay Area and throughout California.
With over 25 years of experience, Joshua is committed to providing unmatched personal attention and high quality legal advocacy. Helping clients avoid and solve their legal problems, Joshua's focus is always on achieving the best possible outcomes.
Outside of work, Joshua is a seasoned traveler. He has also enjoyed living and working in Australia and Israel.
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Richard Wingerden
10.0
(1 Peer Review)
Free ConsultationOffers Video ConferencingVideo ConfSan Jose, CA Estate Planning Attorney with 23 years of experience
Estate Planning
Lincoln Law School of San Jose
Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.
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Elijah M Keyes
Milpitas, CA Estate Planning Lawyer with 15 years of experience
(408) 766-7668
500 E. Calaveras Boulevard, Suite 333
Milpitas, CA 95035
Offers Video ConferencingVideo ConfEstate Planning, Elder and Probate
Golden Gate University
Elijah Keyes’ interest in estate planning and special needs began as a child where he saw the effects of long term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.
Elijah is recognized as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is the Vice President and a Trustee of the Silicon Valley...
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Robert Paul Bergman
San Jose, CA Estate Planning Lawyer with 44 years of experience
Free ConsultationOffers Video ConferencingVideo ConfEstate 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.
Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family.
Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.
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Justin M. Kennedy
Campbell, CA Estate Planning Lawyer with 14 years of experience
(408) 356-9200
3425 S. Bascom Avenue, Suite 240
Suite 240
Campbell, CA 95008
Offers Video ConferencingVideo ConfEstate Planning and Probate
University of the Pacific, McGeorge School of Law
I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...
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Javed Inam Ellahie
SAN JOSE, CA Estate Planning Lawyer with 50 years of experience
Estate Planning, Arbitration & Mediation and Probate
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.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.
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 and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...
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Camelia Mahmoudi
San Jose, CA Estate Planning Lawyer
Offers Video ConferencingVideo ConfEstate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
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John David Teter
San Jose, CA Estate Planning Lawyer with 43 years of experience
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.
As an experienced taxation law attorney, he has the knowledge and resources...
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Derek Deake Lim
Fremont, CA Estate Planning Lawyer with 29 years of experience
Offers Video ConferencingVideo ConfEstate Planning, Business, Family and Immigration
New College of California
Experienced, dedicated and affordable immigration attorney servings the Immigration community for near 20 years. Record of winning case on asylum, VAWA claim, naturalization with criminal background, waivers, and complex family based immigrant visa petitions.
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Lawrence M Kelly
Santa Clara, CA Estate Planning Lawyer with 39 years of experience
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.
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Melanie Tavare
Hayward, CA Estate Planning Attorney
Free ConsultationEstate Planning, Bankruptcy and Foreclosure Defense
University of San Francisco School of Law
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Ronald C. Chauvel
San Mateo, CA Estate Planning Lawyer with 47 years of experience
Estate Planning, Business, Employment and Probate
UC Hastings COL
After practicing for a successful San Francisco financial district law firm for ten years, Ronald started his own practice in 1988. His primary practice areas include business representation, business formations, conversions, acquisitions, sales and mergers, real estate and transportation law, and estate planning.
He specializes in representing small to medium sized entities in various industries, including real estate, transportation and logistics, and start-up technology and commercial enterprises. Estate planning services are provided for business owners and their families.
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Somita Basu
Santa Clara, CA Estate Planning Attorney with 12 years of experience
Free ConsultationEstate Planning and Probate
Concord Law School at Purdue Global
Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.
Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....
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Zakiya J. McCullough
Santa Clara, CA Estate Planning Lawyer with 13 years of experience
Offers Video ConferencingVideo ConfEstate Planning and Elder
University of the Pacific, McGeorge School of Law
Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.
Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....
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Hannah Sargent
Castro Valley, CA Estate Planning Lawyer with 15 years of experience
Estate Planning, Elder and Probate
University of California - Berkeley and Georgetown University Law Center
Hannah Sargent received her undergraduate degree from University of California Los Angeles and graduated from University of California, Berkeley, School of Law. While in school, she spent time clerking for the U.S. Attorney’s Office in San Jose. She is a former military officer, company commander, two-time Iraq war veteran and decorated AH-64D Apache Helicopter pilot. She is currently the principal attorney at Sargent Law Office, where she practices litigation, business and commercial law, and estate planning, and she lives in Castro Valley with her family. Between her time working and being with her family, she enjoys...
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Clarence Joseph Ferrari Jr
San Jose, CA Estate Planning Lawyer with 65 years of experience
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.
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Kendra Bowen
Palo Alto, CA Estate Planning Lawyer with 32 years of experience
Free ConsultationEstate Planning
University of California College of the Law, San Francisco
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...
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Amy Anne Laughlin
San Mateo, CA Estate Planning Attorney with 33 years of experience
Offers Video ConferencingVideo ConfEstate Planning, Divorce, Elder and Probate
Univ of Michigan Law Sch
Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.
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Mark Koo
San Mateo, CA Estate Planning Lawyer
Free ConsultationOffers Video ConferencingVideo ConfEstate Planning and Family
University of the Pacific, McGeorge School of Law
Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance.
Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies.
Mark is a graduate of McGeorge Law School and is a member of the California Bar.
Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...
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Patricia Ann Boyes
San Jose, CA Estate Planning Attorney with 18 years of experience
Estate Planning, Personal Injury, Probate and Real Estate
Monterey COL
Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...
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Basil John Boutris
Oakland, CA Estate Planning Attorney with 38 years of experience
Estate Planning, Business, Probate and Tax
University of California, Berkeley School of Law
My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.
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Carol Elias Zolla
Los Gatos, CA Estate Planning Attorney with 29 years of experience
Estate Planning
UCLA School of Law
Carol is a lawyer who is 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 is a member of the Trusts and Estates Section of the Silicon Valley Bar Association, and a former Editor of its newsletter, the Scrivener. Carol has received an "AV® Preeminent" rating from Martindale.com and has been named a Super Lawyer (2012 - 2023) Rising Star (2011) in Northern California.
Carol is a former...
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Kathleen Lawler Bodmer
Los Gatos, CA Estate Planning Lawyer with 31 years of 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...
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Wesley H. Guzman
10.0
(1 Peer Review)
Pleasanton, CA Estate Planning Lawyer with 4 years of experience
Estate Planning, Business, Construction and Tax
The George Washington University Law School
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Rebekah Joy Turney
Los Gatos, CA Estate Planning Attorney with 16 years of experience
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.
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Jennifer Louise Mispagel
San Jose, CA Estate Planning Lawyer with 17 years of experience
Estate Planning
Santa Clara University School of Law
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Elizabeth Boyes
San Jose, CA Estate Planning Lawyer
Estate Planning, Business, Personal Injury and Real Estate
Golden Gate University School of Law
Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board.
Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...
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James Schwartz
Pleasanton, CA Estate Planning Attorney with 49 years of experience
Free ConsultationEstate Planning, Business and Probate
University of the Pacific, McGeorge School of Law
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Anthony L. Perez
San Jose, CA Estate Planning Lawyer with 10 years of experience
Estate Planning, Business, Probate and Real Estate
Temple University Beasley School of Law
Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds.
While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...
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Lisa Intrieri Caputo
San Jose, CA Estate Planning Lawyer with 33 years of experience
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.
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John Matthew Wunderling
San Jose, CA Estate Planning Lawyer with 26 years of experience
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.