Upper Lake Estate Planning Lawyers

As the principal of the Law Offices of James O'Neil, James O’Neil has narrowed his primary focus to estate planning and estate administration. After graduating cum laude from the University of San Francisco School of Law, he served as an intern for the Honorable A. James Roberston II in the San Francisco Superior Court. After working in law firms from 2009 through 2019, James launched the Law Offices of James O'Neil. His mission is to guide his clients through the complex estate planning and trust and estate administration. He has helped hundreds of clients plan for their futures and manage...

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.

Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...

Here at Klosek Law Offices in Sacramento, California, we want to help you protect yourself and your assets for the future by creating comprehensive estate plans that will help you preserve and pass on your wealth to your heirs and loved ones.

Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:

1.) Basic...

Attorney Kulvinder Singh's law practice advocates for personal injury plaintiffs, business clients and people with family, criminal and immigration cases in the greater Sacramento area.

Shawn Dhillon is an experienced real estate attorney and the founder of Real Estate Law Corporation™. Shawn specializes in both real estate litigation and real estate transactional matters.

He has drafted and negotiated over $500 million in commercial real estate transactions all over California. His work includes complex real estate purchase and sale transactions, new developments, ground leases, and commercial leases with local, regional, and national companies, including several Fortune 500 Companies. Shawn regularly counsels owners of retail shopping centers, shopping malls, office buildings, industrial buildings, apartment complexes, self-storage facilities, hotels, gasoline service stations, as well as...

Nancy E. Miller has been an attorney in California since 2015. Nancy practices law in the areas of Probate, Trusts, Wills, and Estate Planning. Nancy serves clients in Napa County, Solano County, Sonoma County and Lake County. After graduating in 1991 with her Bachelor of Arts in French, Nancy spent several years teaching elementary school in Northern California and Oregon. In 1996, Nancy began her second career in Human Resources and Payroll when she was hired at Paychex, Inc. Even though she was also a busy single mom during her 14-year course of employment at Paychex in...

Julie S. Levy and Zachary A. Carroll have practiced law since 2008 in solo practices. In 2009, they began sharing an office and collaborating on certain cases. This duo has turned their collaboration into Levy Carroll Law and as strong litigators, they provide a strong and determined focus for fair outcomes in their client's cases. Choose Levy Carroll Law for their strong, honest, caring representation for bankruptcy, divorce, custody, guardianship, or personal injury. Look no further as you have found a team that has your best interests at heart

Founder and Attorney & Counselor at Law at Rose Law Firm of Napa Valley, Inc. Trevor J. Rose specializes in Estate Planning and Administration, Business, and Real Estate/Title Transactions. He currently sits on the board of directors for the Napa County Hispanic Chamber of Commerce as Vice-President and the Young Lawyers Division of the Napa County Bar Association as Past President. Trevor was born and raised in Napa, CA and became fully bilingual after spending a year studying Spanish Language, Linguistics and Literature at the University of Barcelona in Spain. He graduated Phi Beta Kappa with high honors from...

Moore & Moore provides General Counsel services to private and public companies, including both domestic and multinational enterprises. The firm handles a vast array of business needs ranging from simple formation, to complex financings, to M&A events. The firm handles clients’ labor and employment issues, as well as both personal and business immigration needs. We provide an aggressive and modern service comparable to that of larger law firm, but with the speed, efficiency, and flexibility that only a personal practice can offer.

I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.

Peter Wills and Trusts and Estate Planning, TRUSTS ARE FORLOVERS tm. Peter Stone is Admitted before the Bar of the Supreme Court of California, Colorado (senior inactive), The Eastern, Northern, Central and Southern Districts of California, the Ninth Circuit and the United States Supreme Court. A graduate of Univ. of California Santa Barbara and Univ. Of Pacific McGeorge School of Law.

Douglas A. Wright has established a reputation as the go-to attorney for estate planning matters, succession planning, living trusts, wills, probate, and business law matters.

Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Professional Responsibility (Ethics). Doug also spent a summer studying in the prestigious International Legal Studies program in Salzburg Austria with United States Supreme Court Justice Anthony M. Kennedy. Doug completed his undergraduate studies at UCLA and holds a Bachelor of Arts degree in Political Science.

Doug is admitted to the California Supreme Court,...

Attorney Katia Colaprico was born in Moscow, Russia, grew up in New York City and lived in London prior to focusing on her legal career. She attended McGill University in Montreal, Quebec (Canada), and graduated with a Bachelor of Commerce with concentrations in Entrepreneurship and International Business Before attending law school, Katia began her career in the finance sector, working in asset management and investment banking. She also created, owned, and operated four e-commerce stores and has over 15 years of start-up and small business experience. Katia graduated from Northwestern California University School of Law and is licensed to practice law in the...

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.

Craig A. Harris serves as Director for our Estate Planning Department. Growing up in the Roseville area, Craig admired the integrity with which his attorney father practiced law, a quality he strives to emulate in his own legal practice today. After earning a Bachelor’s Degree in History from Brigham Young University, Craig entered law school at the University of the Pacific – McGeorge School of Law. During law school, Craig was a member of the Traynor Society and Moot Court Honors Board. He graduated with Distinction from McGeorge School of Law with a concentration in Business Law. After his first year of...

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. ...

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...

Joan Medeiros devotes her Sacramento legal practice to estate planning, Medi-Cal and VA planning, elder law, Special Needs Planning, and probate. Her primary focus is protecting individuals and families from the confusing and devastating legal effects of failing to plan for death and disability. Through proper estate planning, such as wills, trusts, special needs trusts, Medi-Cal and Veterans Benefits planning, and elder life planning, her clients can protect their assets from the unnecessary expense and delay of court proceedings and unwanted government and administrative oversight. Raised on a dairy farm in the San Joaquin Valley, Joan graduated from the...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

Gloria Martinez-Senftner heads up the Martinez Law Group, a bilingual Professional Law Corporation. with main offices at 1600 Sacramento Inn Way, Suite 116, Sacramento, CA 95815. The law firm engages in general practice, including trial and appellate work in State and Federal courts with a concentration in the areas of Immigration, Criminal Law, Personal Injury, Corporate, and Commercial Law.

Law School: University of Chicago Law School, JD
College: University of Texas-El Paso, BA.

Professional Memberships: State Bars of California, New York, Texas, Massachusetts, Iowa, and South Dakota; Member American Immigration Lawyers Association (AILA) and the Immigrant Legal Research...

David wants to help his clients solve their legal issues in the areas of wills, trusts, and probate through application of his title insurance, escrow, trust accounting, and mathematics background. David was born and raised in Yreka, a rural town near Oregon. He graduated from UC Berkeley with a double major in Mathematics and History and from UC Santa Barbara with a Master’s Degree in Mathematics. After teaching math for a few years, David returned to his hometown to take over his family’s title insurance and escrow business, which David owned and managed for 18 years. David studied...

Attorney Jim Filippi is the founder and principal attorney for the Filippi Law Firm, P.C. He is a native of Northern California, where he was born and raised. Jim has an extensive educational background, graduating with the following degrees: -Juris Doctor (JD) from Northwestern California University School of Law -Bachelor of Science in Law from Northwestern California University School of Law -Bachelor of Science in Business Administration from California Coast University -Associates of Science in Administration of Justice from Diablo Valley College Certificate in Law Enforcement from Napa Valley College Jim is also an adjunct professor of law at Northwestern California University School of Law, from where...

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...

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...

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...

Porrino Law PC operates under the guidance of principal Dominic H. Porrino, who entered law practice with the intention of protecting the assets and safety of citizens by helping them negotiate the complexities of the California legal system. The competitive spirit that prompted him to play lacrosse and rugby in his youth now drives development of strategies to protect the best interests of his clients.

Mr. Porrino, an attorney whose practice encompasses legal separation, divorce, child custody and support, estate planning and other civil matters, obtained his law degree from Golden Gate University School of Law and was admitted to the...

A graduate of McGeorge School of Law, Daniel A. Hunt is lead attorney and owner of the Law Offices of Daniel A. Hunt. He is a State Bar of California Certified Legal Specialist in Estate Planning, Trust & Probate Law.

Mr. Hunt is a member of the National Academy of Elder Law Attorneys and the Sacramento Estate Planning Council. He has served as President, Vice President, and Secretary of the Probate and Estates section of the Sacramento County Bar Association. He currently serves on the Board of Directors for the Sacramento County Bar Association.

Mr. Hunt lectures widely on estate planning topics,...

Education Ms. Mayer graduated from the University of California, Davis with degrees in Political Science and Communications. She earned her Juris Doctorate from Santa Clara University School of Law with a Certificate in Public Interest and Social Justice. Awards and Honors During law school, Heather Mayer was recognized with the Award for Best Oral Advocate and the Pro Bono Award. Ms. Mayer is the recipient of the prestigious Witkin Award for Academic Excellence in Wills & Trusts, Advanced Legal Writing, Interviewing & Counseling, and for the Advanced Practice Clinic of the Northern California Innocence Project....

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,...

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...

My job begins when the crisis hits. As your Attorney, I make sure that your family does not self-destruct at the passing or disability of a loved one. My family is my whole world and everything revolves around them and I want to ensure that if anything were to happen to me that their financial and emotional needs would be taken care of. I believe that most people think that way. For that reason I decided to dedicate my career to helping families not only plan their future but actually having a resource to be there when the situation...

Erik Aanestad was raised in Nevada County and is a graduate of Nevada Union High School. He is an estate planning attorney licensed to practice in both California and Nevada. Erik counsels and finds solutions for his clients in all areas of estate planning, trust and probate law and also assists clients through the process of trust administration. These are Erik’s areas of legal expertise and he focuses his work on these specific areas of law. During his legal career, Erik has spent time volunteering as a guardian ad litem (also known as a CASA) representing...

I have devoted my legal practice to provide affordable and fixed cost legal services to small businesses and individuals in Northern California. The services I provide are aimed keeping my clients out of court. The potential cost savings, peace of mind, and confidence you earn when consulting with a knowledgeable lawyer while forming a business, entering into a contract, or planning for future needs, cannot be measured.

Tracy is the award-winning principal attorney and president of Seasons Law P.C. Tracy combines her years of legal experience with compassion and empathy to support clients through the “seasons” of their professional and personal lives. Seasons Law P.C. offers estate planning and administration, trust administration, and probate services to our communities. Tracy is a 1994 graduate of the University of Pacific’s McGeorge School of Law in Sacramento, California. Tracy regularly volunteers legal services and educational seminars in her community. In 2015, she was awarded “Placer County Pro Bono Attorney” by the Placer County Bar Association. She served two terms as a...

Herrig & Vogt, LLP is a Granite Bay law firm that consists of a team of attorneys who share over 100 years of legal experience. The firm was founded in 1994 by Attorney John R. Herrig and Attorney George F. Vogt, Jr. In 1976, Attorney Herrig earned his Juris Doctorate from Pepperdine University School of Law. Before beginning his law career, he held various positions in heavy construction, including Chief Operations Officer of a major steel fabrication company. Attorney Herrig limits his law practice to construction disputes for trade contractors, general contractors, sureties, and private and public owners. In addition,...