Clio Estate Planning Lawyers

Law Office of Tung & Company, Inc. has represented a combination of high net worth individuals and businesses since 1994. We have earned a reputation for providing superior services throughout Southern California. A reputation we believe that stems largely from the Firm's rigorous standards. In addition to Juris Doctor (J.D.), our attorney hold advanced credentials such as the Master of Laws (LL.M. - Taxation) from one of the finest law schools in the country. The principal of the Firm, Mr. Derek C. Tung, is also a California Licensed Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER professional.

Because of our...

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.

Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization
Certified Public Accountant, State of California
AV Preeminent Peer Review, Martindale-Hubbell
Northern California Super Lawyer

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...

I help clients with appellate cases including preparation for appeals at the trial level, record preparation and assembly, as well as briefing and oral argument. I have successfully handled numerous trust and estate appeals, business litigation appeals, and property litigation appeals. I am based in San Jose, CA and one of the appeals I successfully has been published in in numerous practice guides and other court of appeals decisions.

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

I have been a Senior Trial Attorney for the Monterey County (California) District Attorneys Office, and a General Civil Litigator for over 30 years.
I am a trained Mediator in the areas of Real Estate, Business, Estate Planning, Probate, and Conservatorships. My practice includes transactional law in all of those areas, and I continue to accept litigation matters as well.
My primary focus on Real Estate cases includes all areas of entity creation, development, planning, construction contracts and disputes, regulatory permits and compliance, land use, leases, purchase agreements, condominium creation and administration, and landlord-tenant matters.

Arthur Nielsen has represented both families and businesses, in large and small law firms, for 26 years. His early legal experience was as a corporate attorney at major law firms in New York City, Minneapolis, and Silicon Valley, representing institutional clients with corporate financing and securities transactions. The first four years of Arthur’s legal career were on the legal side of the sort of mortgage-backed securities Michael Lewis describes in his books “Liar’s Poker” and “The Big Short.” He has no regrets about not sticking with it.

As more of a small-town attorney since 2002, Arthur represents families and small businesses...

A member of the American Society of Special Needs Planners, Aaron Feldman has the expertise to help you secure your special needs child’s future with a Special Needs Estate Plan and ensure your child’s special education by advocating for him or her.

Aaron Feldman of The Feldman Law Group is an attorney who has devoted his practice to helping others. Since obtaining his Bachelor of Arts degree in Political Science from University of California, Santa Barbara in 1978, then his law degree (JD) in 1982 from the Southwestern University School of Law, Aaron Feldman went on to serve his clients as...

Kris began her legal career in Southern California in 1994, working for large law firms doing insurance bad faith litigation. Due to her knowledge of insurance bad faith law, Kris then moved in house to do research and coverage opinion letters for a well known insurance company. She was introduced to an Estate Planning attorney and began working for her part-time in 2004. Kris then opened her own Estate Planning - Wills & Trusts law firm in 2006. She has loved helping individuals and families create their Estate Plans ever since. Kris moved to Northern California in 2013 and has built her...

Straight talk is good business. I will explain your options, then you decide what to do. My job is to anticipate potential problems and suggest strategies for accomplishing your goals.

Kathleen "Katie" Siemont grew up in the San Francisco Bay Area, attending CSU Chico and George Washington University National Law Center in Washington D.C. She was one of the first graduates of the Joint J.D./M.P.H programs at George Washington Medical Center in D.C., earning a law degree and a Master's Degree in Pubic Health in three years.

Katie worked for over a decade as a Worker's Compensation Defense attorney...

I am an attorney with a focus on Social Security Disability and Supplemental Security Income, boasting a career that spans over 30 years in Social Security Law. My professional journey includes 17 years at the Disability Determination Service and 13 years at the Social Security Hearings Office, with a transition to solo practice since January 2023. During my tenure at the Hearings Office, I gained exposure to Special Needs Trusts in relation to entitlements. Since moving to private practice, I have dedicated my efforts to drafting these trusts for clients, ensuring they protect their assets without compromising their disability entitlements. I...

Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Jared assists businesses and their owners with respect to entity formation, operation, merger and acquisition, reorganization, and dissolution. In particular, Jared's practice concentrates in the areas of corporate, partnership and real estate transactions and taxation, business and individual tax planning, estate planning and taxation of exempt organizations. Jared's unique background and knowledge enable him to effectively represent taxpayers before the IRS, the Franchise Tax Board, and the United States Tax Court. Jared's specialization in complex tax, estate, and business succession planning helps his clients preserve and protect their wealth. Prior to joining Fishman Larsen Goldring & Zeitler, Jared served as an attorney-adviser...

Mr. Hultgren is an attorney licensed to practice law in the State of California and is certified as a specialist by the State Bar of California's Board of Legal Specialization in the area of Estate Planning, Probate & Trust Law. Mr. Hultgren crafts comprehensive estate plans for his clients. He also provides legal advice and assistance in the administration of Trusts and Wills upon a person’s death and advises businesses and non-profit organizations in transactional matters. Mr. Hultgren earned his Bachelor of Arts degree in History from University of California, Davis and his Juris Doctorate from...

Willie has three passions in life: family (including his dogs), following his favorite sports teams, and helping his clients. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. He's a recognized authority in the area, teaching other lawyers about QDROs and legal practice at state bar conferences and via online education platforms.