Holt Estate Planning Lawyers

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...

Co-Founder/Partner and practicing Estate Planning Attorney of Family Wealth Law Group, a Sacramento based law firm which practices exclusively in the areas of Estate Planning and Estate Planning.

Matthew Crider formed Crider Law Group so he could help individuals and business owners by providing creative solutions and be their trusted advisor and legal counselor. Matthew provides services in the areas of estate planning, family law, and business advisory services. Matthew’s estate planning practice focuses on personalized estate planning and administration for individuals, couples and families, and includes wills, revocable living trusts, family business entity planning, and co-tenancy arrangements. His family law practice focuses on assisting families in a dissolution matters, including divorce, child custody and visitation, child and spousal support, and parental rights. ...

Born in Michigan, Michael J. Anderson graduated from Michigan State University with his Bachelor of Science degree. He then graduated from Thomas M. Cooley Law School, earning his Juris Doctor (J.D.) degree, followed by an LL.M. in Estate Planning from the University of Miami. In 1982, Mr. Anderson was admitted to the California State Bar and established his Sacramento estate planning practice shortly thereafter. In addition to his law practice, Mr. Anderson served as an Adjunct Professor with Golden Gate University in the MBA Taxation Program, for courses such as Estate & Gift Taxation and Estate Planning. Mr. Anderson is also...

Having come to law as a second career, I bring a broad perspective to client needs. I am honored to work with a wide range of single people and families to create estate plans that will achieve the goals that are important to them, and do everything possible to avoid the problems they are concerned about.

Whether you want to craft a plan that will avoid fighting among a blended family, protect your disabled child with a special needs trust, or pass your assets to your favorite charities, we will work together to plan and implement your ideal estate plan.

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...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

Based in Elk Grove, California, the Law Offices of Quinton J. Miller has been serving the Sacramento region since 2006. We help clients prepare for the future and put the past to rest. Our office counsels individuals, couples, and businesses based on years of experience drafting, administering, and when necessary litigating trusts and wills. Quinton Miller began practicing law in 2006, after receiving his Juris Doctorate degree from Oak Brook College of Law. A job offer from a classmate led him to Elk Grove, and he opened a general practice in the Elk Grove area with a...

Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...

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...

Through my office, I have been able to practice law in a manner that best serves my clients. Being a lawyer is being able to serve people. I am in a service industry. I must be honest with my clients. This means that I will tell clients what I believe is in their best interest, regardless of my financial interest or personal bias. I do believe that people should stay out of court, if possible. Court is expensive, time consuming, and emotionally draining for clients. It is easier to fix problems prior...

OLIVER GREENWOOD is the principal of the Law Offices of Oliver Greenwood in Pleasant Hill. He is the author of chapters 1, 4, 12, 16, and 17 in the CEB Guardianship Handbook. Mr. Greenwood received his B.A. degree from the University of California, Berkeley, and his J.D. from Golden Gate University in San Francisco. A frequent speaker regarding probate matters and a member of the Judicial Council's Probate & Mental Health Advisory Committee. Mr. Greenwood is also a contributing author to CEB's conservatorship and powers of attorney and health care directives books. Mr. Greenwood's areas of practice include conservatorships, guardianships,...

Deborah Azar is an estate planning attorney serving the Bay Area. Whether you need a trust, a will or guardianship to protect your family and your assets, Deborah Azar has the expertise and experience to help you and guide you through the process.

The law Offices of Deborah Azar, P.C. focuses on helping people like you navigate estate planning, trust administration and probate.

Deborah Azar habla español y puede explicarle el porceso para hacer su plan en español .

Make an appointment at http://trustsandllc.com/make-an-appointment/

Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

Thomas D. Reid received his Juris Doctorate from the University of the Pacific, McGeorge School of Law in Sacramento, California. Prior to his law school career, he studied Criminal Justice at the University of Nevada in Reno, Nevada. Tom is currently licensed to practice law in California and Oregon. He is an active member of the American Bar Association, Phi Alpha Delta law fraternity, the University of Nevada Alumni Association, and the Oregon and California State Bars. He served as the Treasurer, Secretary, Vice President and is currently a past President of the Probate and Estate Planning Section of the...

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...

Ms. Kulkarni began her employment career in Human Resources (HR) after obtaining her Master’s degree in Labor and Industrial Relations from the University of Illinois at Urbana-Champaign. She is also certified as a Senior Professional of Human Resources (SPHR). Ms. Kulkarni spent more than a decade performing a variety of HR functions for various size companies, before deciding to go to law school. She obtained her law degree with distinction from the McGeorge School of Law, University of Pacific where she was a member of the Roger J. Traynor Honors Society.

At Kulkarni Legal Services, Ms. Kulkarni...

Contact the Law Offices of Deborah Barron for a Free Initial Consultation. A full service Law firm providing prompt professional service to businesses and individuals at the lowest cost to the client. For plaintiff personal injury cases, sexual harassment and nursing home abuse, there is no fee until we recover. Formerly with the San Francisco Law Offices of Melvin Belli, the "King of Torts." Served with a summons and complaint? We may be able to obtain insurance coverage for you or file a cross-complaint for indemnity or contribution. From business start-ups, mergers and acquisitions to complex litigation, our goal is...

I grew up in the San Francisco bay area. At age 18, I joined the US Army infantry and I was was trained as a paratrooper. I have also been a real estate agent and broker, owned retail businesses, and I owned several small apartment buildings. I finally went to law school because I saw that there are (obviously) many problems with our legal system and I want to be part of solutions and reform of that system or, at least, help some people avoid these problems. I received a Juris Doctorate from Northwestern California School...

As founder of the Anthoor Law Group, APC, Swampa Anthoor guides Fremont residents through the estate planning process. She has law licenses in both India and California, and can assist with legal concerns involving both jurisdictions. Her firm also provides legal representation in matters of family law and business law. Attorney Anthoor is a member of the California State Bar and Bar Council of India. In addition to English, she can aid clients in Malayalam, Hindi and Tamil. To learn more, please contact her firm today and receive a free consultation

Jason S. Buckingham is a California licensed attorney who helps people with estate planning (living trusts, trust administration) and real estate (practice limited to real property partition) issues. Mr. Buckingham graduated from John F. Kennedy University School of Law, Cum Laude, in December 2004, and was admitted to practice law in the State of California in May 2005, and to the U.S. District Courts for the Eastern District of California in February 2009 and the Northern District of California in March 2009. Mr. Buckingham is also a licensed real estate broker. Mr. Buckingham is a member of the California...

Our goal at the Huber Law Group is to provide our clients with a personalized and truly professional experience which they will tell their friends and family about. We don't just want "satisfied clients", our goal is to provide our clients with service that exceeds their expectations. We pride ourselves in the fact that the majority of our clients come to us through "word of mouth" referrals, and we aim to keep it that way.

Jonathan P. Huber, the firm's founder, is certified as an Estate Planning, Trust & Probate Law specialist by The State...

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.

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.

Attorney Matthew Triet Vo is a caring and confident attorney. He provides a wide range of legal services, specifically in Estate Planning, Probate and Personal Injury.

Matthew considers himself to be “the people's lawyer” and is passionate in being an advocate for his clients when defending their rights.

Matthew is currently admitted to practice law before the courts of the State of California, the Federal District Court of the Northern District of California and the Ninth Circuit Court of Appeals.