Marin County, California Estate Planning Lawyers

Bridget McInerney Harris
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Bridget McInerney Harris represents high-net-worth individuals in estate planning, trust funding, trust administration, gift planning, and executive planning.
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Daniel L DuRee
PREMIUM

Marin County, CA 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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Wayne Kenneth David McIntosh
Claimed Lawyer ProfileSocial Media
(415) 454-2361 4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Marin County, CA Estate Planning Lawyer with 26 years experience
Estate Planning, Arbitration & Mediation, Family and Probate
Foreign Law School
Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...
Peter Jay Bassing
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 44 years experience
(415) 258-9987 4300 Redwood Hwy
San Rafael, CA 94903
Estate Planning, Business, Elder and Tax
University of California, Berkeley (Boalt Hall)
Julia P. Wald
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 41 years experience
(415) 482-7555 1108 Fifth Ave
Suite 202
San Rafael, CA 94901
Estate Planning, Elder, Real Estate and Tax
Philip Robb
Claimed Lawyer Profile
Marin County, CA Estate Planning Lawyer with 28 years experience
(415) 332-3831 591 Redwood Hwy
Mill Valley, CA 94941
Estate Planning and Business
Golden Gate Univ School of Law
John Lyster Fallat
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 33 years experience
(415) 457-3773 68 Mitchell Blvd.
Suite 135
San Rafael, CA 94903
Estate Planning, Bankruptcy, Collections and Consumer
California Western School of Law
Louis Anthony Napoli
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 30 years experience
(415) 453-5000 810 E Street
San Rafael, CA 94901
Estate Planning, Family and Real Estate
New York Law School
Leonard Arlan Rifkind
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 30 years experience
(415) 785-7988 100 Drake's Landing Road, Suite 260
Greenbrae, CA 94904
Estate Planning, Business and Real Estate
California Western School of Law
Melissa Hoffman
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney
(415) 483-5108 145 Corte Madera Town Center,
#107
Corte Madera, CA 94925
Estate Planning, Personal Injury and Workers' Comp
Charmian D. Tunney
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney
(415) 367-5222 P.O. Box 51
Mill Valley, CA 94941
Free ConsultationEstate Planning and Tax
Charmian D. Tunney specializes in tax law and estate planning. Ms. Tunney's experience includes representation of individuals in connection with their family wealth and succession planning, including advice regarding gift and estate tax matters. She brings to the planning process a sensitivity to the personal and family issues involved. In addition, Ms. Tunney assists clients with various transactional planning matters. Her experience includes representation of corporations, individuals, and estates before the Internal Revenue Service, Franchise Tax Board and the United States Tax Court. She has also represented a variety of clients in corporate matters...
Ms. Aida M. del Valle Esq.
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney
(415) 479-5951 Lerman Law Building
802 B Street
San Rafael, CA 94901
Estate Planning
Jonathan C. Lee
PREMIUM

California Estate Planning Lawyer

University of the Pacific, McGeorge School of LawCalifornia
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Sidney Alex Luscutoff
PREMIUM

California Estate Planning Lawyer with 37 years experience

University of California Hastings College of the LawCalifornia, U.S. District Court, Central District of California, U.S. District Court, Eastern District of California, U.S. District Court, Northern District of California, U.S. District Court, Southern District of...
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R. Bruce Laing
Claimed Lawyer Profile
Marin County, CA Estate Planning Attorney with 42 years experience
(415) 461-3133 100 Larkspur Landing Circle
Suite 110
Larkspur, CA 94939
Estate Planning
Marin County, CA Estate Planning Attorney with 44 years experience
(415) 491-5000 24 Professional Center Pkwy
San Rafael, CA 94903
Estate Planning, Business, Elder and Real Estate
Wake Forest University
Marin County, CA Estate Planning Attorney with 48 years experience
(415) 457-4200 1108 Tamalpais Ave
San Rafael, CA 94901
Estate Planning and Family
Hastings College of the Law, SF
Marin County, CA Estate Planning Lawyer with 28 years experience
(415) 256-5408 1000 Fourth Street
Suite 875
San Rafael, CA 94901
Estate Planning and Tax
University of California - Hastings College of the Law
Marin County, CA Estate Planning Attorney with 41 years experience
(415) 456-4000 1000 4th St
San Rafael, CA 94901
Estate Planning, Business and Real Estate
University of California, Hastings College of Law
Marin County, CA Estate Planning Attorney with 49 years experience
(415) 491-9500 950 Northgate Dr
San Rafael, CA 94903
Estate Planning and Tax
Indiana Univ Bloomington School of Law
Marin County, CA Estate Planning Lawyer with 42 years experience
(415) 457-8830 790 Mission Ave
San Rafael, CA 94901
Estate Planning
Hastings College of the Law
Marin County, CA Estate Planning Attorney with 46 years experience
(415) 457-4411 851 Irwin St
San Rafael, CA 94901
Estate Planning, Elder, Real Estate and Tax
Marin County, CA Estate Planning Lawyer with 46 years experience
(415) 479-0455 950 Northgate Dr
San Rafael, CA 94903
Estate Planning, Business and Personal Injury
Hastings College of the Law and The Wharton Business School, University of Pennsylvania
Marin County, CA Estate Planning Attorney with 35 years experience
(415) 492-9802 4302 Redwood Hwy
San Rafael, CA 94903
Estate Planning, International and Tax
UC Hastings COL
Juan Pelayo
PREMIUM

California Estate Planning Attorney with 12 years experience

University of California - Hastings College of the LawUnited States Tax Court and California
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Randi Sue Teichman
PREMIUM

California Estate Planning Attorney with 30 years experience

Stanford UniversityCalifornia
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Eric Morgan Boeing
Claimed Lawyer ProfileSocial Media
Alameda County, CA Estate Planning Lawyer with 11 years experience
(510) 761-6230 1300 Clay St, Ste 600
Oakland, CA 94612
Free ConsultationEstate Planning, Bankruptcy and Consumer
UC Hastings COL
I believe that the Bankruptcy Court is one of the few places in out legal system where ordinary people can go for real relief. I am dedicated to helping people throughout the Bay Area access that relief. I earned my undergraduate degree at the University of Illinois in Urbana-Champaign, and I earned my law degree at the University of California, Hastings College of the Law in San Francisco. While in law school, I was Articles Editor at the Hastings International and Comparative Law Review, and I graduated in 2006. I spent my first two years practicing antitrust/consumer...
Michael Ellis Freedman
Claimed Lawyer ProfileQ&ASocial Media
San Francisco County, CA Estate Planning Attorney with 33 years experience
(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104
Free ConsultationEstate Planning, Elder and Probate
Temple University Beasley School of Law
Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...
Maxwell Charles Livingston Esq.
Claimed Lawyer ProfileQ&ASocial Media
Alameda County, CA Estate Planning Lawyer with 7 years experience
(510) 860-5919 1050 Kains Ave. #A1
Albany, CA 94706
Free ConsultationEstate Planning, Business, Divorce and Elder
Marquette University Law School and Marquette University Law School
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Lawyer with 9 years experience
(415) 992-9452 -
San Francisco, CA 94121
Estate Planning and Probate
University of San Francisco School of Law
As one of the co-founders of O’Neil & Rueppel, LLP, James O’Neil has narrowed his primary focus to trusts and probate. After graduating cum laude from the University of San Francisco School of Law, he served as an intern for the Honorable A. James Roberston II in the San Francisco Superior Court. He founded this firm along with John Rueppel in 2009 and his mission is to guide his clients through the complex estate planning and trust and estate administration. He has helped hundreds of clients plan for their futures and manage the transfer of property following the passing of...
Hanlen J. Chang
Claimed Lawyer Profile
San Francisco County, CA Estate Planning Lawyer with 13 years experience
(415) 757-3422 201 Spear Street, Suite 1100
San Francisco, CA 94105
Estate Planning, Business, International and Real Estate
Southwestern University School of Law
Hanlen J. Chang provides legal services in Business Law, Real Estate, Estate Planning, and International Tax matters. He was recognized as a Super Lawyers rising star in 2015. Prior to establishing his own practice Hanlen was a research attorney at the San Mateo County Superior Court Probate Department. He has also worked for several Southern California and Bay Area law firms as a litigation attorney representing business owners and professionals . Hanlen grew up in Bubendorf, Switzerland and attended...
(415) 757-3422 201 Spear Street, Ste 1100
San Francisco, CA 94105
Lynn Margaret Sherrell
Claimed Lawyer ProfileSocial Media
Alameda County, CA Estate Planning Attorney with 34 years experience
(510) 843-6060 2141 Emerson St
Berkeley, CA 94705
Estate Planning, Business, Consumer and Insurance Claims
Golden Gate University School of Law
Lynn Sherrell is in solo-practice in Berkeley California, following a dozen years in San Francisco law firms practicing personal injury, products' liability and worker's compensation law. Lynn has achieved a Specialization in Estate Planning, Trust and Probate Law of the State Bar of California Department of Legal Specialization. Lynn is client oriented and serves individuals, families, small businesses and small owner investors in many aspects of civil law and litigation. When you need an advocate on your side, get a woman on your case. Lynn is a graduate of Golden Gate University Law School with an emphasis in public interest...
Christina Weed
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Lawyer with 9 years experience
(925) 953-2920 201 Spear Street
Suite 1100
San Francisco, CA 94105
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...
(925) 953-2920 770 L Street
Suite 950
Sacramento, CA 95814
(925) 953-2920 1655 N. Main Street, Suite 240
Walnut Creek, CA 94596
Jenny Tiu
Claimed Lawyer ProfileSocial Media
Solano County, CA Estate Planning Attorney with 10 years experience
(415) 710-1764 1930 Sonoma Blvd.
Vallejo, CA 94590
Free ConsultationEstate Planning, Juvenile and Personal Injury
Golden Gate University School of Law
Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...
(415) 710-1764 1320 Willow Pass Road
Suite 600
Concord, CA 94520
(415) 710-1764 2121 Ygnacio Valley Road
Suite E106
Walnut Creek, CA 94598
David Sheen ESQ.
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Lawyer with 17 years experience
(415) 839-8409 1 Sansome St
#3500
San Francisco, CA 94104
Estate Planning, Business, Family and Immigration
California Western School of Law and University of North Carolina School of Law
Matthew G. Grech
Claimed Lawyer ProfileSocial Media
Alameda County, CA Estate Planning Lawyer with 10 years experience
(510) 270-5602 1300 Clay St.
Suite 600
Oakland, CA 94612
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
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
Melanie Tavare
Claimed Lawyer ProfileSocial Media
Alameda County, CA Estate Planning Attorney
(510) 255-4648 505 14th St
#904
Oakland, CA 94612
Free ConsultationEstate Planning, Bankruptcy and Foreclosure Defense
University of San Francisco School of Law
Randi Sue Teichman
Claimed Lawyer ProfileLII SilverSocial Media
San Francisco County, CA Estate Planning Attorney with 30 years experience
(415) 749-5900 2135 Lombard St
San Francisco, CA 94123
Estate Planning, Probate and Tax
Stanford University
Juan Pelayo
Claimed Lawyer ProfileLII SilverSocial Media
San Francisco County, CA Estate Planning Attorney with 12 years experience
(415) 749-5900 2135 Lombard St
San Francisco, CA 94123
Estate Planning, Business and Tax
University of California - Hastings College of the Law
Patricia Ann Simmons
Claimed Lawyer ProfileQ&ASocial Media
Solano County, CA Estate Planning Attorney with 24 years experience
(800) 811-9080 PO Box 6251
Vallejo, CA 94591-6251
Free ConsultationEstate Planning, Elder and Probate
University of San Francisco School of Law
Practicing law since February 1994 in the areas of drafting wills, trusts, estate and trust administration, durable powers of attorney, conservatorship, guardianship, adoption, name change and family law. Public speaker at civic, senior and other community organization to discuss estate planning issues. Member of the State Bar of California and the Solano County Black Lawyers Association. Board member of the Solano Christian Academy and Secretary of the Solonao County Black Lawyers Association.
Rebecca Romero-Vigil
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Lawyer with 9 years experience
(415) 624-7211 101 California St., Suite 2450
San Francisco, CA 94111
Estate Planning and Tax
Golden Gate University School of Law and Golden Gate University School of Law
Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.
Concord California
Concord, CA 94521
Terrance James Evans
Claimed Lawyer Profile
San Francisco County, CA Estate Planning Attorney with 15 years experience
(415) 957-3130 One Market Plaza, Spear Tower
Suite 2200
San Francisco, CA 94105
Estate Planning, Antitrust, Appeals and Tax
Loyola University School of Law
Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies. During his career, Mr. Evans has both recovered and saved clients of the firm tens of millions of dollars in settlements, judgments and extrajudicial procedures. With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases,...
Ashley Talbot Dean
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Attorney with 5 years experience
(415) 328-2797 720 Bay St
San Francsico, CA 94109
Free ConsultationEstate Planning, Business, Divorce and Family
University of San Francisco School of Law
Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...
David Douglas Stein
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Lawyer with 35 years experience
(415) 969-9936 1 Sansome Street
Suite 720
San Francisco, CA 94104
Free ConsultationEstate Planning, Arbitration & Mediation, Elder and Family
U of San Francisco School of Law
David D. Stein is a San Francisco divorce attorney backed by 18+ years of experience, and is the founder of Liaise Divorce Solutions. Recognizing that there was a significant need for smarter, quicker, friendly, and all around better ways to dissolve marriages, he founded his firm with the intent of making mediation mainstream. In addition to frequently helping clients through divorce using mediation, he acts as a guest speaker for a variety of legal functions. Carol Gee has more than 20 years of legal experience and received Liaise divorce mediation training. Her fluency in Mandarin Chinese has proven incredibly...
Andrew Louis Kern
Claimed Lawyer Profile
Sonoma County, CA Estate Planning Lawyer with 30 years experience
(707) 658-4602 755 Baywood Dr 2nd Fl
Petaluma, CA 94954
Free ConsultationEstate Planning, Bankruptcy and Workers' Comp
Baylor Univ School of Law
Attorney since 1987, passed the bar in 4 states, graduated from a law school certified by the American Bar Association, broad range of legal experience. Specializing in bankruptcy, tax, estates and trusts, and workers compensation.
Lindsay Gunn Spiller
Claimed Lawyer ProfileSocial Media
San Francisco County, CA Estate Planning Attorney with 32 years experience
(415) 501-0156 450 Pacific Avenue - Second Floor
San Francisco, CA 94133
Free ConsultationEstate Planning, Business, Entertainment & Sports and IP
Georgetown Univ Law Ctr
Spiller Law is a business, estate planning and entertainment law firm located in San Francisco, California. Business: We serve small to medium-sized businesses in the areas of contracts, business planning, mergers and acquisitions, partnership agreements, corporate formation and dispute resolution. We have advised businesses in involved in aviation, finance, health care, insurance, manufacturing, real estate, music, film, and television. Estate Planning: We work with individuals and couples to create simple to sophisticated estate plans, depending on their needs. Entertainment Law: We advise film/TV, new media, and music clients as to business planning, business formation, contract negotiation, and licensing
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Estate Planning Lawyers in Nearby Cities

Marin County Estate Planning Legal Aid & Pro Bono Services

North Bay Legal Aid
(415) 492-0230
San Rafael, CA


California Lawyers for the Arts
(415) 775-7200
San Francisco, 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.