Pacheco Estate Planning Lawyers

I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited. In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.

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.

Local Estate Elder Law Planning Attorney
Long term Pleasant Hill resident, Jeffrey Hall, didn’t follow the traditional path to the practice of law. Indeed, attorney Hall grew up in central Los Angeles, and in a time when there was no expectation that he would attend college; and law school was simply not an option. However, after completing his bachelor’s degree in Economics from Saint Mary’s College, he volunteered with the Air Force in 1981 and served for 9 years, both reserve and active. Upon returning to California, he and his wife made Pleasant Hill their home and have...

Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.

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,...

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...

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...

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...

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...

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 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...

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Throughout her legal career, Vanessa has practiced exclusively in family law. With her legal training and knowledge, she provides compassion and advocacy for her clients. Vanessa’s experience working on a broad spectrum of family law matters include divorce, pre-divorce counseling and planning, premarital agreements, complex marital property issues, high conflict child custody disputes, child and spousal support issues and domestic violence prevention and defense. Vanessa protects her clients’ assets and the best interests of her clients and their children. She represents clients in public court and before private judicial officers. In addition, she serves as a consulting attorney for clients...

Ms. Benedetto has assisted hundreds of clients with the creation of their Wills, Living Trusts and other estate planning documents. She assists families with trust administration and probate procedures when loved ones pass away, and also prepares legal documents for conservatorships of elderly clients and limited conservatorships for developmentally disabled adults. In 2006, Ms. Benedetto created the Family Trust Law Center, later incorporated to Family TLC, Inc., to be a firm where families come for professional estate planning by licensed attorneys, at flat, reasonable fees. Amendment of documents and other hourly work is done as...

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...

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...

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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.

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...

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...

Engish Spoken! - manueljuarez.com El Abogado Manuel A. Juarez representa a inquilinos con problemas de viviendas inhabitables o mal mantenidas. Manuel A. Juarez es el Abogado de Derechos de Inquilinos con problemas de plomería, desagüe, aguas estancadas, incendios, invasion de ratas, chinches, cucarachas y de viviendas sin calentón en el este de San Francisco. El Abogado Manuel Juarez también litiga lesiones causadas por la caída de techos húmedos y defectuosos. Si Ud. tiene lesiones causadas por pedazos de su techo, o ha sufrido una caida en el piso de su ducha o su vivienda esta infestada con...

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.

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...

Daniel T. Quane manages Doyle Quane's Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has advanced legal degrees in Taxation (LL.M.) and Estate Planning, Trust & Probate Law (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...

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...

You’ve spent your life building your wealth. And no matter how large or how modest – protecting your assets matters. Ivette Santaella understands that estate planning may seem daunting. You might feel uncomfortable talking about what happens after death. Or maybe you’re worried that you don’t understand the laws well enough. Santaella Law Group, APC is here to guide you through your concerns and make estate planning easy. Ivette has more than 30 years of experience talking her clients through their goals, translating and helping them navigate the law, and working with them to come up with a solid plan for...

Colby Dean LaVelle II proudly manages LaVelle Law Offices with the personal attention of a boutique law firm but with the resources of larger law firms. An honored graduate of Santa Clara University of Law, Mr. LaVelle has dedicated his career to the pursuit of justice. He began his legal career working for the San Francisco District Attorney's Office. Following his success litigating criminal matters, Mr. LaVelle started the LaVelle Law Offices. Now with eight locations across California, The LaVelle Law Offices is an incarnation of Mr. LaVelle's desire to serve the public, as he...

At Advance Planning, A Law Corporation, in Dublin and Berkeley, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones. Serving clients throughout the San Francisco Bay Area and Central Valley, with a focus on Alameda, Contra Costa, Santa Clara, San Mateo, San Francisco, San Joaquin, and Stanislaus counties, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those...

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...