San Ramon, 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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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...
Ivette Santaella
Claimed Lawyer ProfileSocial Media
San Ramon, CA Estate Planning Attorney with 29 years experience
(925) 831-4840 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...
Robert Riordan
Claimed Lawyer Profile
San Ramon, CA Estate Planning Attorney with 35 years experience
(925) 743-0600 18 Crow Canyon Ct
Ste. 380
San Ramon, CA 94583
Estate Planning
Golden Gate University School of Law
Mr. Dimitrios Dimitrakos Esq.
Claimed Lawyer Profile
San Ramon, CA Estate Planning Lawyer with 16 years experience
PO Box 2269
San Ramon, CA 94583
Estate Planning, Immigration and International
Foreign Law School
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
Julius Kahn III
Claimed Lawyer Profile
San Ramon, CA Estate Planning Lawyer with 58 years experience
(925) 556-9876 9420 Cherry Hills Lane
San Ramon, CA 94583
Estate Planning
Guy Ellery Louie
Claimed Lawyer Profile
San Ramon, CA Estate Planning Lawyer with 27 years experience
(925) 234-1440 2010 Crow Canyon Place Suite 100
San Ramon, CA 94583
Estate Planning, Animal, Appeals and Elder
Thomas Jefferson School of Law
Timothy Mark Hyden
Social Media
San Ramon, CA Estate Planning Lawyer with 33 years experience
(925) 831-0636 18 Crow Canyon Ct #380
San Ramon, CA 94583
Estate Planning, Business, Family and Probate
University of the Pacific, McGeorge School of Law
Simona Zakheim
Social Media
San Ramon, CA Estate Planning Lawyer
(925) 831-0636 18 Crow Canyon Ct Ste 380
San Ramon, CA 94583
Estate Planning, Family and Immigration
Loyola University New Orleans
San Ramon, CA Estate Planning Attorney with 32 years experience
(925) 406-4554 18 Crow Canyon Ct Ste 150
San Ramon, CA 94583
Estate Planning
John F Kennedy Univ School of Law
San Ramon, CA Estate Planning Lawyer with 12 years experience
(925) 277-3430 2010 Crow Canyon Pl Ste 100
San Ramon, CA 94583
Estate Planning
Foreign Law School
San Ramon, CA Estate Planning Attorney with 29 years experience
(925) 806-9008 3150 Crow Canyon Pl Ste 250
San Ramon, CA 94583
Estate Planning and Business
Univ of Denver COL
San Ramon, CA Estate Planning Attorney with 16 years experience
(925) 463-0181 3180 Crow Canyon Pl
Ste 109
San Ramon, CA 94583
Estate Planning
Univ of San Diego School of Law
San Ramon, CA Estate Planning Attorney with 47 years experience
(925) 866-8899 2000 Crow Canyon Pl Ste 270
San Ramon, CA 94583
Estate Planning, Arbitration & Mediation, Business and IP
Stanford Univ Law School
San Ramon, CA Estate Planning Attorney with 38 years experience
(510) 633-9985 2415 San Ramon Valley Blvd
Ste 4-361
San Ramon, CA 94583
Estate Planning
U of San Francisco School of Law
San Ramon, CA Estate Planning Lawyer with 16 years experience
(925) 244-1185 2333 San Ramon Valley Blvd
Ste 145
San Ramon, CA 94583
Estate Planning and Elder
John F Kennedy Univ School of Law
San Ramon, CA Estate Planning Attorney with 43 years experience
(925) 973-0099 2603 Camino Ramon Ste 410
San Ramon, CA 94583
Estate Planning
McGeorge School of Law Univ of the Pacific
San Ramon, CA Estate Planning Attorney with 18 years experience
(925) 866-8899 2000 Crow Canyon Pl Ste 270
San Ramon, CA 94583
Estate Planning, Business and Real Estate
U of San Francisco School of Law
San Ramon, CA Estate Planning Attorney with 27 years experience
(925) 830-0684 3180 Crow Canyon Pl Ste 250
San Ramon, CA 94583
Estate Planning
Golden Gate Univ School of Law
San Ramon, CA Estate Planning Attorney with 23 years experience
(925) 830-1500 3130 Crow Canyon Pl Ste 270
San Ramon, CA 94583
Estate Planning
California Western School of Law
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...
Mr. Loren Barr
Claimed Lawyer ProfileSocial Media
Danville, CA Estate Planning Lawyer with 23 years experience
(925) 660-7544 318 Diablo Road STE C
Danville, CA 94526
Estate Planning
Santa Clara University School of Law
Loren Barr specializes in estate and trust litigation, estate planning, and trust and estate administration. He has represented hundreds of clients in estate, trust, and elder abuse cases, and has extensive experience drafting and administering wills and trusts. He has been certified by the California State Bar of Legal Specialization as a Specialist in Estate Planning, Trust & Probate Law since 2004 and has served as a witness in elder abuse and trust cases. Loren has been recognized as a Northern California “Super Lawyer” every year since 2008. Loren grew up in Lafayette, California and graduated...
Jean Claude Bernard Mallein
Claimed Lawyer Profile
Danville, CA Estate Planning Attorney with 12 years experience
(925) 905-9050 244 Front Street
Danville, CA 94526
Free ConsultationEstate Planning, Business, Probate and Tax
Golden Gate University School of Law and Golden Gate University School of Law
Jean Claude (JJ) B. Mallein Jr. is an experienced business, tax and trusts and estates attorney. Dedicated to wealth preservation, he has focused his education and practice on helping California residents secure their estates and prepare for the future. As a partner at boutique tax and estate planning firm in the Silicon Valley, Mr. Mallein gained valuable experience in wealth management, estate planning, tax planning, business succession planning, trust and estate administrations, tax controversy, real estate transactions and like-kind exchange cases. He is fully prepared to tackle complex business and estate planning cases. Mr. Mallein is a Dual Certified...
Mr Terence Daniel Doyle
Claimed Lawyer Profile
Danville, CA Estate Planning Attorney with 35 years experience
(925) 314-2320 571 Hartz Avenue
Danville, CA 94526
Estate Planning, Arbitration & Mediation, Divorce and Family
Golden Gate University
Certified Family Law Specialist (CFLS), State Bar of California Board of Legal Specialization; LLM Taxation; Member California State Bar; Hawaii State Bar; Arizona State Bar; Contra Costa County Bar Association; Family Law Section Hawaii State Bar; Family Law Section Arizona State Bar, Trust and Estates Section Arizona State Bar. The law offices of Doyle Golde Grossman Family Law Group provides family law, divorce, estate planning and trust administration services in the Contra Costa County providing the community with deep legal talent and a professional result based representation.
David F. Monsour
Claimed Lawyer Profile
Danville, CA Estate Planning Attorney with 4 years experience
(925) 314-9999 318-C Diablo Road
Danville, CA 94526
Estate Planning, Probate and Securities
University of California Hastings College of the Law
David practices in the areas of Securities Litigation and Trust and Estate Litigation. He has always been interested in helping individuals in need and solving problems. Raised on a ranch in Texas, David attended undergrad at the University of Texas. Attracted to the beauty and vitality of California, David attended law school in the Bay Area. One of David’s favorite aspects of working at Barr & Young includes the small practice size — enabling him to spend more time on each client, build a meaningful relationship and follow each case from start to finish. He enjoys being thorough...
Heidi Imsand
Claimed Lawyer Profile
Danville, CA Estate Planning Lawyer
(925) 314-9999 318-C Diablo Road
Danville, CA 94526
Estate Planning
University of California Hastings College of the Law
Zachary Roy Rayo
Claimed Lawyer Profile
Concord, CA Estate Planning Lawyer with 23 years experience
(925) 825-1955 Salvio Pacheco Sq. at Todos Santos Plaza
2151 Salvio St., Ste 399
Concord, CA 94520
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.
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...
Daniela Lungu
Claimed Lawyer ProfileSocial Media
Pleasanton, CA Estate Planning Lawyer with 17 years experience
(925) 558-2710 4695 Chabot Drive, Suite 200
Pleasanton, CA 94588
Estate Planning, Arbitration & Mediation and Business
Golden Gate University School of Law
Like many attorneys, before opening her own law firm, Ms. Lungu was a highly accomplished businesswoman, in various areas of management and areas of specialty. Additionally, she has a mediation and conciliation practice spanning almost two decades in California. Her unique abilities to make high level communication a safe and comfortable experience facilitated the transition to law and a career in mediation and dispute resolution. Part of her strength is in her keen awareness of the importance of each individual's particular needs and the need for individualized solutions. She provides individually tailored estate and business plans to all clients after...
Laurie E. Yoon
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Pleasanton, CA Estate Planning Lawyer with 3 years experience
(925) 463-1073 7901 Stoneridge Dr
#401
Pleasanton, CA 94588
Estate Planning, Business and Real Estate
John F. Kennedy University
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
Mr. Harry L. Styron
Claimed Lawyer Profile
Walnut Creek, CA Estate Planning Attorney
(925) 932-4300 1615 Bonanza Street
Suite 407
Walnut Creek, CA 94596-4532
Estate Planning, Arbitration & Mediation, Elder and Probate
University of California - Hastings College of Law
Karen L. Lewis
Claimed Lawyer ProfileSocial Media
Walnut Creek, CA Estate Planning Lawyer
(925) 287-6484 1990 California Blvd., 8th Floor
Walnut Creek, CA 94596
Estate Planning
Santa Clara University School of Law
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
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
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...
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...
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...
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.
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
Walnut Creek, CA Estate Planning Attorney
(925) 210-1400 1535 N. Main Street
Suite 240
Walnut Creek, CA 94596
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.
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San Ramon Estate Planning Legal Aid & Pro Bono Services

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


Contra Costa Senior Legal Services
(925) 609-7900
Concord, 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.