Petaluma, California Estate Planning Lawyers
California Estate Planning Attorney
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...
Mr. Illsley has practiced law in Sonoma County since 1980. He was previously a partner in the firm of James, Bernheim, Hicks, Aiona, Illsley & Gordon.
Since 1985, he has been on the faculty of Empire College School of Law, teaching classes in Commercial Law and Contracts.
Mr. Illsley received his Bachelor of Arts Degree (History) with honors from University of California, Davis in 1977...
Reginald received his bachelor degree from the University of California at Santa Barbara in 1986 where he studied history, business management, accounting, and economics. He graduated in 1990 from Pepperdine University Law School in Malibu, near Los...
Prior to joining the Perry, Johnson, anderson, Miller & Moskowitz LLP, Chad was an associate in the Washington, D.C., office of Jones Day, where he was a part of the firm's international trade and national security practice. In that role, he advised U.S. and foreign corporations on a...
Petaluma Estate Planning Legal Aid & Pro Bono Services
Sonoma County Legal Services Foundation
Santa Rosa, CA
North Bay Legal Aid
San Rafael, CA
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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