Oakland, 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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Laurie E. Yoon
PREMIUM

Experienced, professional representation in all types of estate planning cases.

I'm an experienced East Bay estate planning lawyer and am dedicated to serving the unique needs of my clients. My practice includes estate planning, probate, wills and trusts, and conservatorship and guardianship. Read More »
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Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Oakland, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 1300 Clay St #600
Oakland, CA 94612
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Eric Morgan Boeing
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Lawyer with 12 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...
Steven Matthew Simrin
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Lawyer with 22 years experience
(510) 328-4005 318 Harrison St
Suite 102
Oakland, CA 94607
Free ConsultationEstate Planning, Probate and Tax
UC Hastings COL
Steven M. Simrin has over 20 years of experience as both an Oakland tax attorney and a certified public accountant. He advises clients in the areas of tax, probate, trusts, and conservatorships, and has represented clients before the IRS and all California state and local tax agencies. Attorney Simrin litigates cases in state and federal court throughout California.

Prior to opening his solo law practice, Mr. Simrin was with the tax group of a major international accounting firm. Since then, he started work as an independent practitioner to provide an uncommon level of personal legal service to his clients.
Matthew G. Grech
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 11 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...
Melanie Tavare
Claimed Lawyer ProfileSocial Media
Oakland, 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
John Erik Fraker
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney with 20 years experience
(800) 775-7612 70 Washington Street
Suite 303
Oakland, CA 94607
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...
Basil John Boutris
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 32 years experience
(510) 430-1518 7677 Oakport St., Suite 1140
Oakland, CA 94621
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.
Garrett Francis Riegg
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 47 years experience
(510) 535-2555 1946 Embarcadero
Oakland, CA 94606
Free ConsultationEstate Planning, Arbitration & Mediation, Probate and Real Estate
UC Berkeley School of Law Boalt Hall
I have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.
Ruben Sundeen
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 23 years experience
(510) 663-9240 428 13th St Fl 8
Oakland, CA 94612
Estate Planning, Business, Probate and Real Estate
University of California, Berkeley School of Law
Ian M.A. Van Leer
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney
(510) 645-1533 1300 Clay Street, Suite 600
Oakland, CA 94612
Free ConsultationEstate Planning, Divorce, Family and Personal Injury
Robert Alan Goodman
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 22 years experience
(510) 987-7800 555 12th Street
Suite 1900
Oakland, CA 94607
Estate Planning, Arbitration & Mediation, Divorce and Family
University of San Francisco, School of Law
Sanford Hilton Margolin
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 40 years experience
(510) 451-4114 1970 Broadway
#1200
Oakland, CA 94612
Estate Planning, Business and Real Estate
UC Berkeley School of Law Boalt Hall
Michelle Therese Duval
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 14 years experience
(510) 569-8558 7700 Edgewater Drive
Suite 147
Oakland, CA 94621
Estate Planning
UC Davis School of Law King Hall
Leslie Bishop Franco
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 26 years experience
(510) 428-3814 2201 Broadway, Ste 600
Oakland, CA 94612
Estate Planning
UC Hastings COL
Priscilla Camp
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 41 years experience
(510) 465-3885 827 Broadway
Oakland, CA 94607
Estate Planning and Elder
Golden Gate Univ School of Law
Please see the Camp Rousseau Montgomery, LLP web site at www.crmlegal.net/pc/
Sarah Wessels
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer
(415) 944-9406 3873 Piedmont Avenue
Suite 8
Oakland, CA 94611
Estate Planning and Probate
Barbara Suzanne Farley
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 43 years experience
(510) 652-8291 7 King Ave
Oakland, CA 94611
Estate Planning
UC Hastings COL
Oakland, CA Estate Planning Attorney with 33 years experience
(510) 466-6784 1999 Harrison Street
Oakland, CA 94612
Estate Planning and Tax
Oakland, CA Estate Planning Lawyer with 45 years experience
(510) 272-0200 11 Embarcadero W
Oakland, CA 94607
Estate Planning, Business, Entertainment & Sports and IP
Oakland, CA Estate Planning Lawyer with 23 years experience
(510) 466-6884 1999 Harrison Street
Oakland, CA 94612
Estate Planning
University of Southern California School of Law
Lynn Margaret Sherrell
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Attorney with 35 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...
Howard Elliot Kane
Claimed Lawyer ProfileSocial Media
Alameda, CA Estate Planning Attorney with 28 years experience
(510) 292-0193 2425 Webb Avenue, Second Floor
Alameda, CA 94501
Free ConsultationEstate Planning, Divorce, Family and Probate
UC Hastings COL
1983-1987 UCLA, B.A. History
1987-1990 UC Hastings College of the Law, Juris Doctor

Law Offices of Howard E. Kane 1990-present
Offices in Alameda & Walnut Creek

Kendra Bowen
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 27 years experience
(650) 521-6910 1300 Clay Street, Suite 600
Oakland, 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...
Valerie Kraml
Claimed Lawyer ProfileQ&A
Berkeley, CA Estate Planning Attorney with 9 years experience
2625 Alcatraz Ave
319
Berkeley, CA 94705
Free ConsultationEstate Planning, Appeals, Business and Family
University of California - Hastings College of the Law
Scott Pesetsky
Claimed Lawyer Profile
Berkeley, CA Estate Planning Attorney with 20 years experience
(510) 450-0455 2855 Telegraph Avenue, Suite 203
Berkeley, CA 94705
Estate Planning
Santa Clara Univ School of Law
Charles Vernon Moseley
Claimed Lawyer Profile
Alameda, CA Estate Planning Attorney with 27 years experience
(408) 529-4594 2425 Webb Avenue #200
Alameda, CA 94501
Estate Planning, Business, International and Tax
McGeorge School of Law Univ of the Pacific
Elizabeth Principato-Phipps
Claimed Lawyer Profile
Alameda, CA Estate Planning Lawyer with 36 years experience
(510) 814-0575 536 Kings Rd
Alameda, CA 94501
Estate Planning, Divorce and Family
Quinnipiac Univ School of Law
Mr. Matthew J. Tuller
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 8 years experience
(415) 625-0773 275 Battery Street
13th Floor
San Francisco, CA 94111-3372
Free ConsultationEstate Planning, Probate, Real Estate and Tax
Golden Gate University School of Law
We provide full-service solutions for San Francisco Bay Area families, professional or retired individuals, and business owners in the areas of Estate Planning, Probate and Trust Administration, Health Care Directives, and Powers of Attorney.
Christina Weed
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 10 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...
Maxwell Charles Livingston Esq.
Claimed Lawyer ProfileQ&ASocial Media
Albany, CA Estate Planning Lawyer with 8 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
Michael Ellis Freedman
Claimed Lawyer ProfileQ&ASocial Media
San Francisco, CA Estate Planning Attorney with 34 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...
Rebecca Romero-Vigil
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 10 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.
Hanlen J. Chang
Claimed Lawyer Profile
San Francisco, CA Estate Planning Lawyer with 14 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...
David Douglas Stein
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 36 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 35+ 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.
Mark Tad Malachowski
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 13 years experience
(415) 983-0717 703 Market Street
Suite 1108
San Francisco, CA 94103
Estate Planning, Business, Employment and Probate
Northwestern Cal Univ of Law
Founded by Mark Malachowski, the Law Office of Malachowski and Associates provides legal services to clients in San Francisco, Silicon Valley and the greater Bay Area. Our office recognizes that lives and fortunes hang in the balance when a client seeks our services, so we strive to work closely with you to develop an individually designed action plan to achieve your goals. Mr. Malachowski has a wide breadth of education and experience apart from his Juris Doctorate in Law and his legal counsel and litigation work for businesses, investors and individuals. With his Bachelor's and Master's Degrees in Science...
David Sheen ESQ.
Claimed Lawyer ProfileSocial Media
Fremont, CA Estate Planning Lawyer with 18 years experience
(510) 438-6868 39510 Paseo Padre Pkwy
#190
Fremont, CA 94538
Estate Planning, Business, Family and Immigration
California Western School of Law and University of North Carolina School of Law
Derek M. Wagley
Claimed Lawyer Profile
Lafayette, CA Estate Planning Attorney with 13 years experience
(925) 283-2500 3433 Golden Gate Way, Suite B
Lafayette, CA 94549
Free ConsultationEstate Planning and Real Estate
John F. Kennedy University
Tobias McCabe Lester
Claimed Lawyer Profile
San Francisco, CA Estate Planning Lawyer with 17 years experience
(415) 230-5365 201 Spear Street
Suite 1100
San Francisco, CA 94105
Free ConsultationEstate Planning and Bankruptcy
University of San Francisco School of Law
OUR MISSION Personal bankruptcy is what we do. We help people get their lives back. Even good and hardworking people sometimes experience financial difficulties, often through no fault of their own. We provide protection and support for our clients to help safeguard them and their assets, and enable them to get a fresh start and move on with their lives. NEED A FRESH START? WE ARE HERE TO HELP. Many people believe that due to new bankruptcy laws they are not eligible for debt relief or that they will lose their home if they file for bankruptcy. ...
Jonathan C. Lee
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 10 years experience
(415) 685-0813 1 Market St
#3600
San Francisco, CA 94105
Estate Planning, Business, Probate and Tax
University of the Pacific, McGeorge School of Law
Kathleen Hunt
Claimed Lawyer ProfileSocial Media
El Cerrito, CA Estate Planning Lawyer with 15 years experience
(510) 289-2288 6002 Barrett Ave
El Cerrito, CA 94530
Free ConsultationEstate Planning, Business, Communications and Probate
Hastings College of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Oakland Estate Planning Legal Aid & Pro Bono Services

California Lawyers for the Arts
(888) 775-8995
San Francisco, CA


Bar Association of San Francisco Volunteer Legal Services Program
(415) 982-1600
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.