Morgan Hill, California Estate Planning Lawyers

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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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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William H. Brown
Claimed Lawyer Profile
Morgan Hill, CA Estate Planning Lawyer
(408) 779-3232 275 Tennant Ave., Suite 201
Morgan Hill, CA 95037-5476
Estate Planning, Real Estate and Tax
University of California - Los Angeles
MARRIED AND FATHER OF NINE, GRANDFATHER OF SIXTEEN; CITY COUNCILMAN FOR MORGAN HILL, CALIFORNIA; MEMBER OF SANTA CLARA COUNTY TRANSPORTATION BOARD - CHAIRMAN FOR TWO YEARS; BOARD OF DIRECTORS FOR GO KIDS A NON PROFIT ORGANIZATION PROVIDING LOW COST CHILD CARE FOR 25+ YEARS.
Robert Barrie Mitchell
Claimed Lawyer Profile
Morgan Hill, CA Estate Planning Attorney with 42 years experience
(408) 779-7879 45 East 1st Street
Morgan Hill, CA 95037
Estate Planning, Criminal, Divorce and Probate
Santa Clara Univ School of Law
Morgan Hill, CA Estate Planning Lawyer with 53 years experience
(408) 779-2106 30 Keystone Ave
Morgan Hill, CA 95037
Estate Planning
UC Berkeley School of Law Boalt Hall
Morgan Hill, CA Estate Planning Attorney with 43 years experience
(408) 779-0393 16920 Oakridge Ln
Morgan Hill, CA 95037
Estate Planning
Lincoln Univ
Morgan Hill, CA Estate Planning Lawyer with 28 years experience
(408) 779-2106 30 Keystone Ave
Morgan Hill, CA 95037
Estate Planning
McGeorge School of Law Univ of the Pacific
Morgan Hill, CA Estate Planning Attorney with 21 years experience
(408) 776-8815 15585 Monterey St
Morgan Hill, CA 95037
Estate Planning and Real Estate
Peninsula Univ Law Sch
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...
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...
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,...
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...
Liza Weiman Hanks
PREMIUM

California Estate Planning Attorney with 21 years experience

Stanford Law SchoolCalifornia
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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
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....
Kendra Bowen
Claimed Lawyer Profile
Los Gatos, CA Estate Planning Lawyer with 26 years experience
(650) 521-6910 20 South Santa Cruz, Ste. 300
Los Gatos, CA 94303
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 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 19925 Stevens Creek Blvd.
Cupertino, CA 95014
(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
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...
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.
Richard E Damon
Claimed Lawyer Profile
Aptos, CA Estate Planning Lawyer with 40 years experience
9053 Soquel Drive
Suite 203
Aptos, CA 95003
Free ConsultationEstate Planning, Personal Injury, Probate and Products Liability
Stanford University and College of William and Mary
I have been practicing law full time since 1977, and I have maintained a solo practice in Santa Cruz County since 1980. I have a general practice, with emphasis on personal injury cases, aviation accidents, and most other types of accidents. I also help individuals prepare estate plans, and eventually represent the heirs in probate proceedings. If you don't know how to describe your case, please call me, and I will let you know whether I can assist you, or else point you in the right direction.
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
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.
Shahram Miri
Claimed Lawyer ProfileBlawgsearchSocial Media
Campbell, CA Estate Planning Lawyer with 9 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
Sharon Louise Roper
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 34 years experience
(408) 264-4576 2125 Canoas Garden Ave
Ste 120
San Jose, CA 95125
Estate Planning, Divorce and Family
Santa Clara University
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
Pascal Anthony Anastasi Esq.
Claimed Lawyer ProfileSocial Media
Campbell, CA Estate Planning Attorney with 31 years experience
(408) 292-2606 267 E. Campbell Avenue, Suite 200
Campbell, CA 95008
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
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...
(831) 475-0771 820 Bay Avenue, Suite 230A
Capitola, CA 95010
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...
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.
Sean Sullivan Hanley
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 11 years experience
(408) 293-0344 1091 Lincoln Ave
San Jose, CA 95125
Estate Planning
California Western School of Law
Dixon Ray Howell
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 50 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
Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Nicholas L. Holder
Claimed Lawyer ProfileSocial Media
Aptos, CA Estate Planning Lawyer with 5 years experience
(831) 688-0163 9053 Soquel Dr Ste 206
Aptos, CA 95003
Estate Planning, Business, Elder and Probate
Lincoln Law School of San Jose
Sally Roselle Cooperrider
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 37 years experience
142 George St
San Jose, CA 95110
Estate Planning, Arbitration & Mediation, Divorce and Elder
Santa Clara University and San Jose State University
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.
Philip Lincoln Buckwalter
Claimed Lawyer Profile
Aptos, CA Estate Planning Attorney with 33 years experience
(831) 688-0163 9053 Soquel Dr Ste 206
Aptos, CA 95003
Estate Planning, Business, Elder and Probate
Santa Clara Univ School of Law
Jenny Phuong Do
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 21 years experience
(408) 292-5505 111 W. Saint John Street, Suite 888
San Jose, CA 95113
Estate Planning
Lincoln Law Sch of San Jose
Patricia Lynne Suda
Claimed Lawyer Profile
Aptos, CA Estate Planning Lawyer with 40 years experience
(831) 722-2212 311 Bonita Ave.
Aptos, CA 95003
Estate Planning and Probate
Loyola Univ School of Law
Eddy Hsu
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 12 years experience
(408) 625-1138 111 North Market Street
Suite 300
San Jose, CA 95113
Estate Planning, Bankruptcy and Family
University of San Francisco
Phil Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney
(408) 294-9700 255 N. Market Street #150
San Jose, CA 95110
Estate Planning and Business
Naomi Comfort
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 20 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
Randy Schmidt
Claimed Lawyer ProfileSocial Media
Campbell, CA Estate Planning Attorney
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Estate Planning, Business and Employment
Michael James Barsi
Claimed Lawyer Profile
Aptos, CA Estate Planning Lawyer with 26 years experience
(831) 685-2900 8070 Soquel Drive, Suite 210
Aptos, CA 95003
Estate Planning and Probate
Santa Clara Univ School of Law
Marleen R. Brady Kuttner
Claimed Lawyer Profile
Campbell, CA Estate Planning Lawyer
(408) 371-0854 1901 S. Bascom Avenue, Suite 1240
Campbell, CA 95008
Estate Planning
Gilroy, CA Estate Planning Lawyer with 20 years experience
(408) 847-1555 1335 1st St
Gilroy, CA 95020
Estate Planning, Business and Tax
U of San Francisco School of Law
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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.