San Leandro, 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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Jonathan Donald Matthews
Claimed Lawyer Profile
San Leandro, CA Estate Planning Lawyer with 15 years experience
(415) 283-6320 13885 Doolittle Drive, #105
San Leandro, CA 94577
Estate Planning, Bankruptcy, Divorce and Foreclosure Defense
Stanford Univ Law School
San Leandro, CA Estate Planning Attorney with 16 years experience
(510) 351-5345 2777 Alvarado St Ste E
San Leandro, CA 94577
Estate Planning, Divorce, Elder and Family
Quinnipiac University School of Law
San Leandro, CA Estate Planning Lawyer with 40 years experience
(510) 625-1040 220 Juana Ave
San Leandro, CA 94577
Estate Planning, Business and Tax
Pepperdine Univ School of Law
San Leandro, CA Estate Planning Attorney with 34 years experience
(510) 357-4970 220 Juana Ave
San Leandro, CA 94577
Estate Planning and Business
Santa Clara Univ School of Law
San Leandro, CA Estate Planning Attorney with 50 years experience
(510) 483-6047 1120 E 14th St Ste C
San Leandro, CA 94577
Estate Planning, Criminal, DUI and Personal Injury
UC Hastings COL
San Leandro, CA Estate Planning Attorney with 22 years experience
(510) 278-9625 16854 Clinton Ave
San Leandro, CA 94578
Estate Planning
William Howard Taft Univ
San Leandro, CA Estate Planning Attorney with 37 years experience
(510) 357-3403 1883 E 14th St
San Leandro, CA 94577
Estate Planning
California Western School of Law
San Leandro, CA Estate Planning Lawyer with 45 years experience
(510) 351-8300 249 Estudillo Ave
San Leandro, CA 94577
Estate Planning, Arbitration & Mediation, Divorce and Elder
Northwestern University School of Law
San Leandro, CA Estate Planning Attorney with 30 years experience
(510) 483-9834 303 W Joaquin Ave Ste 140
San Leandro, CA 94577
Estate Planning
UC Hastings COL
San Leandro, CA Estate Planning Attorney
(510) 508-8665 291 Joaquin Ave
San Leandro, CA 94577
Estate Planning
San Leandro, CA Estate Planning Lawyer with 30 years experience
(510) 483-0359 433 Estudillo Ave Ste 203
San Leandro, CA 94577
Estate Planning and Arbitration & Mediation
Golden Gate Univ School of Law
Melanie Tavare
Claimed Lawyer ProfileSocial Media
Hayward, CA Estate Planning Attorney
(510) 255-4646 225 W Winton Ave, Ste 111
Hayward, CA 94544
Free ConsultationEstate Planning, Bankruptcy and Foreclosure Defense
University of San Francisco School of Law
Hannah Sargent
Claimed Lawyer ProfileSocial Media
Castro Valley, CA Estate Planning Lawyer with 9 years experience
(510) 512-5400 20878 Redwood Road
Castro Valley, CA 94546
Estate Planning, Elder and Probate
University of California - Berkeley and Georgetown University Law Center
Hannah Sargent received her undergraduate degree from University of California Los Angeles and graduated from University of California, Berkeley, School of Law. While in school, she spent time clerking for the U.S. Attorney’s Office in San Jose. She is a former military officer, company commander, two-time Iraq war veteran and decorated AH-64D Apache Helicopter pilot. She is currently the principal attorney at Sargent Law Office, where she practices litigation, business and commercial law, and estate planning, and she lives in Castro Valley with her family. Between her time working and being with her family, she enjoys...
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.
Jewell Hargleroad
Claimed Lawyer Profile
Hayward, CA Estate Planning Lawyer with 31 years experience
(510) 331-2975 1090 B Street, No. 104
Hayward, CA 94541
Estate Planning, Appeals, Business and Construction
Certified Appellate Specialist, Board of Legal Specialization of State Bar of California

Practice Summary: Complex federal and state litigation in contracts, land use, government, administrative, constitutional property and speech, trusts and estates, product liability, land use and insurance law.

Specialties: Appeals, injunctions, writs of mandate, land use administrative proceedings, challenging local, state and federal action and enforcing local, statutory and constitutional law in federal and state courts.

Represents both plaintiffs and defendants; insurance defense; owners and contractors in construction disputes; beneficiaries and administrators
Guy Ellery Louie
Claimed Lawyer Profile
Hayward, CA Estate Planning Lawyer with 27 years experience
(925) 234-1440 225 West Winton Avenue- Suite 200
Hayward, CA 94533
Estate Planning, Animal, Appeals and Elder
Thomas Jefferson School of Law
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
Jonathan Lyvere
Claimed Lawyer Profile
Hayward, CA Estate Planning Attorney with 8 years experience
(510) 497-0312 24301 Southland Dr. Ste. 208
Hayward, CA 94545
Estate Planning, Divorce and Family
Santa Clara University School of Law
Ivette Santaella
Claimed Lawyer ProfileSocial Media
San Ramon, CA Estate Planning Attorney with 29 years experience
(888) 698-3951 111 Deerwood Road
Suite 200
San Ramon, CA 94583
Estate Planning, Elder, IP and Probate
American University
Ivette M. Santaella is a dedicated attorney with invaluable experience in the many areas of estate planning and technology law. For the past four years, she has focused her practice on estate planning and has advised numerous families-as well as businesses-on legacy and business succession planning. Ms. Santaella also assists her clients through the analysis of strategies to minimize tax liability, as well as trust management and creditor protection. She is certified and financially trained in life and long-term care insurance, and the various types of special needs issues, which are integral in estate planning. Ms. Santaella is expanding her...
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

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.
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...
Robert Sakai
Claimed Lawyer Profile
Hayward, CA Estate Planning Attorney with 45 years experience
(510) 538-6407 26429 Chatham Ct
Hayward, CA 94542
Estate Planning, Business and Real Estate
UC Hastings COL
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
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.
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
James Wesley Choate III
Claimed Lawyer Profile
San Ramon, CA Estate Planning Attorney with 24 years experience
(925) 271-4342 111 Deerwood Rd
Ste 200
San Ramon, CA 94583
Estate Planning, Business, Divorce and Family
John F Kennedy 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
Linda Jane Headrick
Claimed Lawyer Profile
Union City, CA Estate Planning Lawyer with 41 years experience
(510) 324-8567 33484 Alvarado Niles Rd
Union City, CA 94587
Estate Planning
Golden Gate Univ School of Law
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
Christina Weed
Claimed Lawyer ProfileSocial Media
Walnut Creek, CA Estate Planning Lawyer with 10 years experience
(925) 390-3222 1990 N California Blvd
Suite 1020
Walnut Creek, CA 94596
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...
Mark Adrien Gullotta
Claimed Lawyer ProfileSocial Media
San Bruno, CA Estate Planning Lawyer with 16 years experience
(650) 382-4331 1001 Bayhill Drive, 2nd Floor
San Bruno, CA 94066
Free ConsultationEstate Planning and Probate
Santa Clara University School of Law
As the founder of The Law Office of Mark Gullotta, San Mateo County lawyer Mark Gullotta provides legal services in a wide variety of estate planning issues and matters of probate. He has been practicing as an attorney for more than 15 years. Prior to deciding to establish his firm, Attorney Gullotta worked at another firm and as a CPA. In 2012 and 2013, he was the chair of the Trust and Estates Section of the San Mateo County Bar Association. His firm is happy to offer complimentary consultations—contact them today to get yours.
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.
Matthew B. Talbot
Claimed Lawyer ProfileSocial Media
Walnut Creek, CA Estate Planning Lawyer with 12 years experience
(925) 322-1795 2033 N. Main St. Suite 750
Walnut Creek, CA 94596
Free ConsultationEstate Planning, Elder and Probate
University of San Francisco School of Law
Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
San Mateo, CA Estate Planning Attorney
(650) 933-7122 951 Mariners Island Blvd.
Suite 300
San Mateo, CA 94404
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
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...
Marisa Catherine Nelson
Claimed Lawyer ProfileSocial Media
Menlo Park, CA Estate Planning Lawyer with 7 years experience
(650) 485-3437 873 Santa Cruz Avenue, Suite 202
Menlo Park, CA 94025
Free ConsultationEstate Planning and Probate
University of San Francisco School of Law
My goal is to make it more convenient, comfortable, personal, and straightforward to work with a lawyer. I work with busy professionals, entrepreneurs, educators, and parents who want protection, peace of mind, and convenience, including local, out-of-state, and international clients with California legal needs. I leverage modern technology to make legal services easier to obtain, more comfortable, and less time-consuming, without sacrificing quality. At the same time, I take an old-fashioned approach to legal counsel. I want to be your trusted legal advisor, and that means earning your trust. Hiring a lawyer doesn’t have to be intimidating...
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...
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.
Patricia Ann Rowe
Claimed Lawyer ProfileSocial Media
Concord, CA Estate Planning Attorney with 18 years experience
(925) 256-1000 1401 Franquette Ave.
Suite A-3
Concord, CA 94520
Estate Planning, Business, Family and Tax
Golden Gate University School of Law
I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited. In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.
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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.