Occidental Estate Planning Lawyers

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...

I am a client-focused attorney with expertise in estate and tax planning, nonprofit and philanthropy, and real estate law.

My practice, T.S. Wrobel Law Group, focuses on Estate Planning, Probate, Exempt Organization Law, and Business Law services. We work directly with clients to protect their assets and legacy, and offer resources through our websites TSWrobel.Law and NonProfitLegalCenter.com to provide information and support to nonprofits and private family foundations on purpose, strategic fundraising, board structure, budget and operational issues.

Over the years, we’ve supported more than 1,600 nonprofits, private family foundations, and international NGOs across 50 states, including organizations such as...

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...

As an estate planning attorney based in Alameda, California, I am dedicated to providing personalized, compassionate, and comprehensive legal services. I focus on helping individuals, families, and those with special needs secure their legacies with tailored estate plans. My practice includes wills, trusts, and specialized services such as pet trusts and special needs planning. With an LL.M. from UC Davis School of Law and years of experience serving the Bay Area, I bring a unique blend of expertise, empathy, and cultural fluency, being fluent in both English and Polish. I strive to make the estate planning process clear and approachable, ensuring...

A native of Las Vegas, Brittni graduated from the University of Arizona,magna cum laude, with a Bachelor of Arts in Political Science. Brittni then returned to Las Vegas and attended law school at UNLV where she was involved in moot court competitions and externed for the Nevada Supreme Court. Following law school Brittni clerked for the Honorable Ronald Israel in the Eighth Judicial District Court of Nevada and later practiced civil litigation. Presently, Brittni practices in the areas of estate planning, trust administration, probate, and guardianship, general business matters and civil litigation. Outside of the office, Brittni enjoys spending time with her...

The Best Lawyers in America 2003-present; Best Lawyers 2017 Family Law “Lawyer of the Year” for San Jose metropolitan area; National Academy of Family Law Attorneys “2016 Nationally Top 10 Attorney Award” for State of California; Best Law Firms – U.S. News and World Report 2014-present; Northern California Super Lawyers 2003-present; Daily News, Readers’ Choice Award “Best Lawyers Office” 2016; Martindale-Hubbell Bar Register of Preeminent Lawyers; Strathmore’s Who’s Who; National Registry of Who’s Who (life member); Author “Family Law ADR and Other Techniques” (Aspatore, “Inside the Minds – California Family Law Strategies,” 2009); Adjunct Professor, Business Law, Menlo College, 1995-2009,...

April practices civil litigation specializing in employment law, estate planning and probate litigation,transportation law and real estate transactions. She is a strategic thinker and advocate who is focused on providing exceptional customer service while solving and preventing legal problems. April is a former Assistant State's Attorney in Illinois and worked as a Staff Attorney for the 19th Judicial Circuit in Illinois. She also worked for the San Diego District Attorney's Office.

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25 years representing Bay Area Families in the areas of estate planning, trust administration, probate, and estate litigation. Her unique blend of experience as a litigator and estate planning attorney, provides her with the ability to effectively manage all aspects of family wealth planning. She has been involved with the preparation and trial of hundreds of cases, representing Fortune 500 companies, individuals, and fiduciaries. In addition, she has extensive experience advising clients in creating estate plans to meet family and philanthropic goals.

Attorney Jessica Ward has been in the legal industry for over 15 years. She started as a paralegal, then a legal administrator at a busy workers' compensation defense law firm. In 2016 she decided to start her own legal document preparation company, which focused on estate planning, family law and deed preparation. During the COVID pandemic, she was re-evaluating her career goals, and had the opportunity to achieve her ultimate goal of attending law school. She graduated summa cum laude with honors and was sworn in and licensed in California to practice law. She is passionate about every family having...

The Law Offices of Edward Misleh, APC represents clients involved in family law matters to include: divorce, legal separation, annulment, child custody, child support, spousal support, alimony, palimony, marital property, community property, pensions, business assets, cohabitation rights, estate planning, wills, trusts, conservatorships, guardianships, name changes, domestic violence and elder abuse.
When you need help with a legal matter, you can count on our skilled and licensed attorney to explain your rights and to spell out your options. Our legal staff is friendly, courteous, and informative. We will handle your legal matter with a focus on achieving the best...

Matt founded MDSLaw Ohio in 2011. He and his team focus entirely on helping families and business owners to plan their futures. Working in close collaboration with a trusted network of financial advisers, accountants, bankers and real estate professionals, Matt delivers high-quality legal services in a no-nonsense fashion. He has prepared well over 2,000 estate plans, from simple to complex, for clients located throughout California and Ohio. Prior to law school, Matt received a Bachelor of Music degree with emphasis in Vocal Performance at Brigham Young University. He has sung in multiple countries and in a dozen languages, including an appearance...

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...

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.

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

Frederic "Eric" Giersch is a probate and trust administration attorney at Huber Fox, P.C.

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...

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...

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 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.

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...

Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes. Tim has practiced law in the Sacramento area since 1982, first with a large firm, and then with his own firm since 1987.

Tim is one of only a handful of attorneys in the Greater Sacramento Area accredited by the Department of Veterans Affairs to assist veterans with their benefits claims.

Mr. Murphy and...