Stewarts Point Estate Planning Lawyers

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

Attorney Gary D. Sparks is an accomplished lawyer who has successfully provided legal services and representation to families, husbands, wives, parents, military service members, and same sex partners for nearly two decades. Gary was a regular guest for several years on the former Ronn Owens Program on KGO-AM 810 in San Francisco, and has been interviewed by local and national publications in addition to publishing several of his own legal guides.

Gary graduated first in his class from John F. Kennedy University School of Law, where he was awarded magna cum laude honors for excellence in academic achievement and received...

Trust Litigation Attorney The Law Office of Malachowski and Associates provides trust dispute litigation services to clients in California Superior Courts and the United States District Court for the Northern District of California. Mark Malachowski is a member of the Supreme Court of the United States Bar. We recognize that lives and fortunes hang in the balance when a client seeks our legal services, and we work closely with you to develop an individually designed action plan to achieve your goals. Mark Malachowski has a Juris Doctorate in Law and Master’s and Bachelor's Degrees in Science. Mark Malachowski...

After practicing for a successful San Francisco financial district law firm for ten years, Ronald started his own practice in 1988. His primary practice areas include business representation, business formations, conversions, acquisitions, sales and mergers, real estate and transportation law, and estate planning. He specializes in representing small to medium sized entities in various industries, including real estate, transportation and logistics, and start-up technology and commercial enterprises. Estate planning services are provided for business owners and their families.

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...

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...

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...

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...

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...

Coastside attorney specializing in estate planning and real estate law. Call 650-762-9090 for a free 30-minute consultation in my Pacifica office or in your home. Happy to visit assisted living facilities as well....I love seniors!

My name is Ravi Patel and I am trust litigation attorney based in Oakland, California. I have experience filing Heggstad Petitions throughout the state. After I graduated from Duke University School of Law, I joined a general practice law firm in my hometown, Bakersfield, California. I worked on various transactional and litigation matters and gained a broad breadth of experience in legal areas including water law, public agency law, property taxes, local taxes, real estate law, and land use law. In 2019, my partner and I relocated to Oakland, California, where I worked for the Oakland City Attorney’s office. As...

Sidney Luscutoff is an experienced Business, Estate Planning, Probate and Real Estate Law attorney. His practice areas include bankruptcy estates, probate estates, trust estates and conservatorships. Sid provides quality, practical and strategic advocacy to the residents of California.

Sid's personal experience as a business owner and real estate developer give him a unique understanding of his clients' legal needs. Contact Sid to see how he can help you meet your goals.

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

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.

I'm Attorney Jay Greene, CPA, I've dedicated my practice to serving families in the San Francisco Bay Area with their estate planning, probate, and elder law needs. My background as a Certified Public Accountant (CPA) complements my legal expertise, allowing me to provide a comprehensive and strategic approach to protecting your assets and ensuring your wishes are faithfully executed. Beyond the courtroom, I share my knowledge through published articles in the San Francisco Bay Times, committed to public education on these crucial matters. My primary focus is crafting personalized solutions for each client. Whether navigating probate complexities or planning for...

Experienced, dedicated and affordable immigration attorney servings the Immigration community for near 20 years. Record of winning case on asylum, VAWA claim, naturalization with criminal background, waivers, and complex family based immigrant visa petitions.

Attorney Martin Alperen is a former police officer and search and rescue team leader who understands the risks that first responders face in service to their communities. Law enforcement officers, firefighters, EMTs, and healthcare providers on the front lines of the COVID-19 pandemic can all benefit from an estate plan that accounts for their own needs if they are incapacitated, as well as their family’s needs if they are no longer alive to support and provide for them. We strive to make our services accessible to first responders so that you can put an estate plan in place without hesitation,...

The Law Office of Svetlana Kristal focuses on wills and trusts: complete estate plans, estate plan reviews and updates (trusts and wills), probate, and trust administration.

Whether you need help creating a new estate plan, updating an existing plan, assisting elderly parents or administering an estate after the death of a loved one, Svetlana is ready to offer legal solutions tailored to your needs and the needs of your family.

I believe that estate planning is more ‘life planning’ than ‘death planning’. And the main goal of estate planning is to give people the legal tools they need to navigate marriage and...

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...

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...

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. ...

Amy Laughlin has been achieving exceptional results for clients since 1992. After graduating with honors from The University of Michigan Law School, Amy joined the San Francisco office of Orrick, Herrington & Sutcliffe, LLP. While there, she counseled individuals and corporations in a wide range of complex financial matters. In 2013, Amy opened her own practice where she focuses primarily on divorce, business and entertainment law.

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...

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,...

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.

Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance. Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies. Mark is a graduate of McGeorge Law School and is a member of the California Bar. Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...

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...

Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...

We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...

We are proud to provide cost effective legal services and solutions in the following areas:

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.

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...

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.