Oakland Estate Planning Lawyers

Compare 1000+ top rated California attorneys serving Oakland.
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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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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Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawg SearchSocial Media
Oakland, CA Estate Planning Lawyer with 26 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 13 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...
Howard Elliot Kane
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney with 29 years experience
(510) 292-0193 4200 Broadway
Oakland, CA 94611
Free ConsultationEstate Planning, Probate and Real Estate
UC Hastings COL
I attended UCLA from 1983-1987 and obtained a B.A. in History. I attended
UC Hastings College of the Law in San Francisco from 1987-1990 and began practicing law in 1990. I am also a licensed California real estate broker and I have brokered hundreds of purchase and sale agreements since 1996.

In addition to handling simple and complex real estate transactions, I focus on affordable estate planning packages. Fees begin at $495. Packages
include:

Wills
Revocable Living Trusts
Durable Power of Attorney for Finances
Health Care Directives
Final Arrangements

I also make house calls throughout the Bay Area.


Matthew G. Grech
Claimed Lawyer ProfileOffers Video Chat
Oakland, CA Estate Planning Lawyer with 12 years experience
(510) 270-5602 1300 Clay St.
Suite 600
Oakland, CA 94612
Free ConsultationOffers Video ChatEstate 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
Steven Matthew Simrin
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Lawyer with 23 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.
Basil John Boutris
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 33 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.
John Erik Fraker
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney with 21 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...
Robert Alan Goodman
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 23 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
Garrett Francis Riegg
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 48 years experience
(510) 535-2555 1946 Embarcadero
Oakland, CA 94606
Free ConsultationEstate Planning, Arbitration & Mediation 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 24 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
Priscilla Camp
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 42 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/
Leslie Bishop Franco
Claimed Lawyer Profile
Oakland, CA Estate Planning Attorney with 27 years experience
(510) 428-3814 2201 Broadway, Ste 600
Oakland, CA 94612
Estate Planning
UC Hastings COL
Michelle Therese Duval
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 15 years experience
(510) 569-8558 7700 Edgewater Drive
Suite 147
Oakland, CA 94621
Estate Planning
UC Davis School of Law King Hall
Sanford Hilton Margolin
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 41 years experience
(510) 451-4114 1970 Broadway
#1200
Oakland, CA 94612
Estate Planning, Business and Real Estate
UC Berkeley School of Law Boalt Hall
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
Barbara Suzanne Farley
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 44 years experience
(510) 652-8291 7 King Ave
Oakland, CA 94611
Estate Planning
UC Hastings COL
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
Oakland, CA Estate Planning Attorney with 34 years experience
(510) 466-6784 1999 Harrison Street
Oakland, CA 94612
Estate Planning and Tax
Oakland, CA Estate Planning Lawyer with 46 years experience
(510) 272-0200 11 Embarcadero W
Oakland, CA 94607
Estate Planning, Business, Entertainment & Sports and IP
Lynn Margaret Sherrell
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Attorney with 36 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...
Valerie Kraml
Claimed Lawyer ProfileQ&A
Berkeley, CA Estate Planning Attorney with 10 years experience
2625 Alcatraz Ave
319
Berkeley, CA 94705
Free ConsultationEstate Planning, Appeals, Business and Family
University of California Hastings College of the Law
Kendra Bowen
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 28 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...
Scott Pesetsky
Claimed Lawyer Profile
Berkeley, CA Estate Planning Attorney with 21 years experience
(510) 450-0455 2855 Telegraph Avenue, Suite 203
Berkeley, CA 94705
Estate Planning
Santa Clara Univ School of Law
Elizabeth Principato-Phipps
Claimed Lawyer Profile
Alameda, CA Estate Planning Lawyer with 37 years experience
(510) 814-0575 536 Kings Rd
Alameda, CA 94501
Estate Planning, Divorce and Family
Quinnipiac Univ School of Law
Charles Vernon Moseley
Claimed Lawyer Profile
Alameda, CA Estate Planning Attorney with 28 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
Christina Weed
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 11 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...
Lindsay Gunn Spiller
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 34 years experience
(415) 501-0156 450 Pacific Avenue
San Francisco, CA 94133
Free ConsultationEstate Planning, Business, Entertainment & Sports and IP
Georgetown University Law Center
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
Mr. Matthew J. Tuller
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
San Francisco, CA Estate Planning Attorney with 9 years experience
(415) 625-0773 275 Battery Street
13th Floor
San Francisco, CA 94111-3372
Free ConsultationOffers Video ChatEstate Planning, Probate and Tax
Golden Gate University School of Law
For the past 8 years, Matthew J. Tuller, Esq. has served San Francisco Bay Area clients by providing highly customized estate planning solutions that meld convenience with exceptional client experience. As Principal Attorney of the Law Office of Matthew J. Tuller an estate planning-only law firm, he dedicates all day every day to creating practical solutions for complex legal issues.

Mr. Tuller's experience and estate planning only focus allows him to identify and implement the most effective solution to any estate planning related need that you encounter.

From creating a new estate plan, to updating an existing living trust, Will and...
Maxwell Charles Livingston Esq.
Claimed Lawyer ProfileQ&ASocial Media
Albany, CA Estate Planning Lawyer with 9 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 35 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...
Mark Tad Malachowski
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 14 years experience
(415) 983-0717 870 Market Street
Suite 1048
San Francisco, CA 94102
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 Douglas Stein
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 37 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.
Sidney Alex Luscutoff
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Lawyer with 39 years experience
(415) 989-7500 5 3rd St
#1216
San Francisco, CA 94103
Estate Planning, Business, Probate and Real Estate
University of California Hastings College of the Law
Sidney Luscutoff is an experienced Business, Estate Planning, Probate and Real Estate Law attorney. His practice areas include bankruptcy estates, probate estates, trust estates and conservatorships. Sid provides quality, practical and strategic advocacy to the residents of California.

Sid's personal experience as a business owner and real estate developer give him a unique understanding of his clients' legal needs. Contact Sid to see how he can help you meet your goals.
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Lawyer with 11 years experience
(415) 992-3123 1935 Addison St
Suite A
Berkeley, CA 94704
Estate Planning and Probate
University of San Francisco School of Law
As the principal of the Law Offices of James O'Neil, James O’Neil has narrowed his primary focus to estate planning and estate administration. 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. After working in law firms from 2009 through 2019, James launched the Law Offices of James O'Neil. 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...
Svetlana Kristal
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 4 years experience
Flood Building
870 Market Street, Suite 649
San Francisco, CA 94102
Estate Planning and Elder
Golden Gate University School of Law and Golden Gate University School of Law
The Law Office of Svetlana Kristal focuses on wills and trusts: complete estate plans, estate plan reviews and updates (trusts and wills), probate, and trust administration.

Whether you need help creating a new estate plan, updating an existing plan, assisting elderly parents or administering an estate after the death of a loved one, Svetlana is ready to offer legal solutions tailored to your needs and the needs of your family.

I believe that estate planning is more ‘life planning’ than ‘death planning’. And the main goal of estate planning is to give people the legal tools they need to navigate marriage and...
Robert Joseph Mintz
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 41 years experience
(800) 223-4291 388 Market Street
Suite 1300
San Francisco, CA 94111
Free ConsultationEstate Planning
Boston University School of Law and Univ of San Diego School of Law
We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...
Hanlen J. Chang
Claimed Lawyer Profile
San Francisco, CA Estate Planning Lawyer with 15 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...
Keith Foster Carr
Claimed Lawyer ProfileOffers Video ChatSocial Media
San Francisco, CA Estate Planning Lawyer with 32 years experience
(415) 935-3744 201 Spear Street
San Francisco, CA 94105
Offers Video ChatEstate Planning, Bankruptcy, Divorce and Family
UCLA School of Law
Attorney Keith F. Carr has 30 years experience in Bankruptcy and Divorce. The Law Offices of Keith F. Carr has served the Northern California community since 1988. Since the business was established, we have helped clients save their homes and businesses and get their finances back on track through bankruptcy.

The Law Offices of Keith F. Carr has helped spouses get through the emotional pain of divorce and has advised and represented them in all family law and divorce proceedings. Attorney Keith F. Carr will take the time to listen to your concerns and work diligently to champion your rights...
David Sheen ESQ.
Claimed Lawyer ProfileSocial Media
Fremont, CA Estate Planning Lawyer with 19 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
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Estate Planning Lawyers in Nearby CitiesEstate 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.

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