San Lorenzo, 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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San Lorenzo, CA Estate Planning Lawyer with 20 years experience
(510) 278-8362 676 Bockman Rd
San Lorenzo, CA 94580
Estate Planning and Tax
McGeorge School of Law Univ of the Pacific
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...
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
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
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
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
Gene Louis Osofsky
Claimed Lawyer Profile
Hayward, CA Estate Planning Lawyer with 49 years experience
(510) 247-2555 1290 B St #208
Hayward, CA 94541
Estate Planning, Divorce, Elder and Family
UCLA School of Law
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.
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
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.
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
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
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
Lindsay Gunn Spiller
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 33 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
Daniel Timothy Quane
Claimed Lawyer ProfileSocial Media
Danville, CA Estate Planning Lawyer with 13 years experience
(925) 314-2320 571 Hartz Ave
Danville, CA 94526
Estate Planning and Probate
Golden Gate University School of Law and McGeorge School of Law Univ of the Pacific
Daniel T. Quane manages the Doyle Quane Family Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has an advanced legal degree in Taxation (LL.M.) and he was named Super Lawyer’s Rising Star in 2015 and 2016. He works with a diverse range of clients, from those of average means to wealthy families requiring complex advanced estate tax planning strategies. Dan has experience guiding families through the complex legal process required upon death in the most efficient manner possible, whether it’s through trust administration or the probate court process. He...
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...
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...
Konstantine A Demiris
Claimed Lawyer ProfileQ&ASocial Media
Walnut Creek, CA Estate Planning Attorney with 13 years experience
(925) 378-2520 700 Ygnacio Valley Road, Suite 140
Walnut Creek, CA 94596
Free ConsultationEstate Planning, Appeals, Elder and Probate
Santa Clara University
Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...
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...
Mr. Matthew J. Tuller
Claimed Lawyer ProfileSocial MediaResponsive Law
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 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...
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.
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...
Jeffrey Loew
Claimed Lawyer ProfileSocial Media
San Mateo, CA Estate Planning Lawyer with 18 years experience
(650) 487-8725 1650 Borel Place, Suite 123
San Mateo, CA 94402
Estate Planning and Probate
University of California, Berkeley School of Law
As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.

Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.

In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...
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...
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Lawyer with 10 years experience
(415) 992-9452 1935 Addison St
Suite A
Berkeley, CA 94704
Estate Planning and Probate
University of San Francisco School of Law
As one of the co-founders of O’Neil & Rueppel, LLP, James O’Neil has narrowed his primary focus to trusts and probate. 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. He founded this firm along with John Rueppel in 2009 and 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 the transfer of property following the passing of...
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
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...
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...
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...
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.
John C.  Martin
Claimed Lawyer ProfileSocial Media
Menlo Park, CA Estate Planning Lawyer with 10 years experience
(650) 329-9500 1145 Merrill St.
Menlo Park, CA 94025
Estate Planning, Business, Probate and Tax
Boston College Law School
Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...
Howard Elliot Kane
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney with 28 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.


Scott Jordan
Claimed Lawyer ProfileQ&ASocial Media
San Ramon, CA Estate Planning Lawyer with 12 years experience
(925) 913-0275 18 Crow Canyon Court
Suite 280
San Ramon, CA 94583
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
University of Southern California Gould School of Law
I represent individuals and small to medium sized businesses in bankruptcy, foreclosure defense and debt consolidation matters. For individuals, I represent clients in Chapter 7 and Chapter 13 bankruptcy proceedings, including adversary proceedings, including 2nd home mortgage lien stripping, redemption of vehicles and student loan reductions. For businesses, I provide services related to the winding down of a business, board and management consultations and bankruptcy debt consolidation in Chapter 11. In conjunction with my bankruptcy practice, I also provide estate planning, probate and trust administration representation. The best way to avoid probate is to plan properly by drafting...
Piper Hanson
Claimed Lawyer ProfileSocial Media
Pacifica, CA Estate Planning Attorney with 5 years experience
(650) 762-9090 1750 Francisco Blvd.
Pacifica, CA 94044
Free ConsultationEstate Planning, Elder and Real Estate
University of the Pacific, McGeorge School of Law
Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!
Michael John Young
Claimed Lawyer Profile
Walnut Creek, CA Estate Planning Attorney with 42 years experience
(925) 256-0298 1931 San Miguel Dr Ste 220
Walnut Creek, CA 94596
Estate Planning, Elder and Probate
Western State Univ
Michael J. Young is an Estate, Probate and Asset Protection Attorney in Walnut Creek, CA. Mr. Young helps his clients plan for not only "What Happens if You Die", but for "What Happens If You Don't Die And Become Ill and Need Care." He helps his clients in the design of their estate plans, to protect their assets for their senior care and to also provide a legacy for their loved ones.

Mr. Young, who has been in practice for over forty years, gives workshops every month in Walnut Creek on basic estate planning and advanced estate planning. The basic...
Zachary Roy Rayo
Claimed Lawyer Profile
Pleasanton, CA Estate Planning Lawyer with 23 years experience
(925) 825-1955 4417 Railroad Ave.
Pleasanton, CA 94566
Estate Planning, Business, Elder and Probate
University of Miami School of Law and University of Hawai'i at Manoa William S. Richardson School of Law
Zachary Rayo brings experience, efficiency and empathy to estate planning. Mr. Rayo’s approach is people-centered. He recognizes that the legal needs and special issues differ from client to client, that each person is unique, with unique needs that must be met with efficiency, active listening and care. Mr. Rayo knows the importance of social responsibility which manifests not only in ethical decisions and practices but also in involvement in socially important causes.
Ashley Talbot Dean
Claimed Lawyer ProfileSocial Media
San Francsico, CA Estate Planning Attorney with 6 years experience
(415) 328-2797 720 Bay St
San Francsico, CA 94109
Free ConsultationEstate Planning, Business, Divorce and Family
University of San Francisco School of Law
Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...
Janet Lee Brewer
Claimed Lawyer ProfileSocial Media
Palo Alto, CA Estate Planning Attorney with 44 years experience
(650) 325-8276 2501 Park Boulevard - Suite 100
Palo Alto, CA 94306
Estate Planning, Elder, International and Tax
Golden Gate University and University of Denver Law School
Janet is certified as a specialist in Probate, Wills, Trusts, and Estate Planning Law by the Board of Legal Specialization of the California State Bar. She has practiced exclusively in this area since 1990.
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San Lorenzo Estate Planning Legal Aid & Pro Bono Services

Rene C. Davidson Courthouse Self Help Center
(510) 272-1393
Hayward, CA


California Lawyers for the Arts
(888) 775-8995
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.