Olema Probate Lawyers

Andrew Louis Kern
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Andrew Louis Kern
Petaluma, CA Probate Lawyer with 38 years of experience
(707) 658-4602 755 Baywood Dr., 2nd Floor
Petaluma, CA 94954
Free ConsultationProbate, Bankruptcy, Estate Planning and Workers' Comp
Baylor Law School
Attorney since 1987, passed the bar in 4 states, graduated from a law school certified by the American Bar Association, broad range of legal experience. Specializing in bankruptcy, tax, estates and trusts, and workers compensation.
Wayne Kenneth David McIntosh
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Wayne Kenneth David McIntosh
San Rafael, CA Probate Lawyer with 32 years of experience
(415) 454-2361 4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Probate, Arbitration & Mediation, Estate Planning and Family
Foreign Law School
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...
Timothy David Frost Barteau
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Timothy David Frost Barteau
San Rafaek, CA Probate Lawyer with 19 years of experience
(415) 453-9433 1101 Fifth Ave.
Ste. 100
San Rafaek, CA 94901
Probate
Golden Gate University School of Law and Indiana University Maurer School of Law
Kelly Y. Reiter
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Kelly Y. Reiter
San Rafael, CA Probate Lawyer with 25 years of experience
(415) 457-0700 1401 Los Gamos Drive, Ste 210
San Rafael, CA 94903
Probate, Arbitration & Mediation, Divorce and Family
Golden Gate Univ School of Law
Russell Kieth Marne
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Russell Kieth Marne
San Rafael, CA Probate Attorney with 32 years of experience
(415) 499-8100 30 N San Pedro Rd
Ste 195
San Rafael, CA 94903
Probate, Bankruptcy and Estate Planning
Western Michigan University Cooley Law School and Western Michigan University Cooley Law School
Marvin Pederson
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Marvin Pederson
Petaluma, CA Probate Lawyer with 46 years of experience
(707) 544-9444 755 Baywood Drive
Suite 350
Petaluma, CA 94954
Probate, Business, Landlord Tenant and Personal Injury
Empire Coll School of Law
Mary Elizabeth Mayo
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Mary Elizabeth Mayo
Mill Valley, CA Probate Lawyer with 27 years of experience
(415) 397-1515 100 Shoreline Hwy
Suite 100B
Mill Valley, CA 94941
Free ConsultationProbate, Estate Planning and Real Estate
U of San Francisco School of Law and University of San Francisco School of Law
Mr. Wesley Howard Garcia
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Mr. Wesley Howard Garcia
Petaluma, CA Probate Lawyer with 15 years of experience
(707) 658-4547 755 Baywood Dr. 2nd Fl
Petaluma, CA 94954
Probate, Bankruptcy, Estate Planning and Family
Codi Morris Dada
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Codi Morris Dada
Novato, CA Probate Lawyer
(415) 827-1425 802 Grant Ave
Novato, CA 94945
Probate, Elder and Estate Planning
Chris Peter Elzi
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Chris Peter Elzi
Petaluma, CA Probate Lawyer
(707) 762-3914 17 Keller
Petaluma, CA 94952
Probate
Matthew B. Talbot
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Matthew B. Talbot
Walnut Creek, CA Probate Lawyer with 18 years of experience
(925) 322-1795 2033 N. Main St. Suite 750
Walnut Creek, CA 94596
Probate, Elder and Estate Planning
University of San Francisco School of Law
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 A Demiris
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Konstantine A Demiris
Walnut Creek, CA Probate Attorney with 19 years of experience
(925) 378-2520 700 Ygnacio Valley Road, Suite 140
Walnut Creek, CA 94596
Free ConsultationProbate, Appeals, Elder and Estate Planning
Santa Clara University
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...
Mr. Matthew J. Tuller
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Mr. Matthew J. Tuller
San Francisco, CA Probate Attorney with 13 years of experience
(415) 625-0773 100 Pine Street, Ste 1250
San Francisco, CA 94111-5235
Free ConsultationProbate and Estate Planning
Golden Gate University School of Law
The Law Office of Matthew J. Tuller is a boutique estate planning and trust settlement law firm that serves Marin County and the greater San Francisco Bay Area by providing a diverse clientele with highly customized planning & settlement solutions. Founding Partner Matthew J. Tuller, Esq. focuses on developing substantive, meaningful relationships with each client. We believe that there is no higher compliment than when an existing client or allied professional refers someone they care for to our firm. Going above and beyond to provide services that people want and need produces happy clients, which gives us both satisfaction and...
Christina Weed
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Christina Weed
San Francisco, CA Probate Lawyer with 15 years of experience
(925) 953-2920 201 Spear Street
Suite 1100
San Francisco, CA 94105
Probate, Business, Estate Planning and Tax
University of San Diego School of Law and Whittier Law School
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...
Benjamin Valdez Platon II
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Benjamin Valdez Platon II
San Francisco, CA Probate Attorney with 27 years of experience
(415) 888-9110 77 Geary St 5th Floor
Suite 13
San Francisco, CA 94108
Free ConsultationProbate and Estate Planning
Univ of N. Calif/Lorenzo Patino School of Law
Ben has been practicing Estate Planning, Probate, and Elder Law since 2005. Prior to that, he was the Operations Manager and In-House Counsel for Arbitration Works, Inc., a leading provider of construction industry alternative dispute resolution services working closely with the California Contractor’s State License Board. Ben has also taught 1st-year Contracts Law and Wills & Trusts. Ben is a veteran of the U.S. Air Force Reserves, an Avionics Technician who served active duty during Operation Desert Storm. Honorably discharged as a Technical Sergeant, he was recognized several times for his excellent Mishap Prevention Program as the Squadron Safety NCO.
Michael Ellis Freedman
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Michael Ellis Freedman
San Francisco, CA Probate Attorney with 40 years of experience
(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104
Free ConsultationProbate, Elder and Estate Planning
Temple University Beasley School of Law
Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...
Trevor J. Rose
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Trevor J. Rose
Napa, CA Probate Lawyer with 13 years of experience
(707) 681-5851 1775 Lincoln Avenue
Suite 101
Napa, CA 94558
Probate, Business and Estate Planning
University of California College of the Law, San Francisco
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...
Howard E. Kane
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Howard E. Kane
Oakland, CA Probate Attorney with 34 years of experience
(510) 292-0193 Jack London Square
66 Franklin Street, Suite 300
Oakland, CA 94607
Free ConsultationProbate and Real Estate
University of California College of the Law, San Francisco
I began practicing law in 1990. Prior to beginning my career, I attended UCLA from 1983-1987 with a B.A. in History. I then attended the University of California College of the Law San Francisco from 1987 to 1990. I have also been a licensed California Real Estate Broker since 1996. My main practice areas include Probate and Trust Administration, and full-service Real Estate attorney and broker services. I have brokered hundreds of real estate transactions throughout the Bay Area since 1996. Call me for a free consultation at 510.292.0193. If you prefer...
Mark Adrien Gullotta
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Mark Adrien Gullotta
Burlingame, CA Probate Lawyer with 21 years of experience
(650) 382-4331 1575 Old Bayshore Hwy., Suite 102
Burlingame, CA 94010
Free ConsultationProbate and Estate Planning
Santa Clara University School of Law
As the founder of The Law Office of Mark Gullotta, San Mateo County lawyer Mark Gullotta provides legal services in a wide variety of estate planning issues and matters of probate. He has been practicing as an attorney for more than 18 years. Prior to deciding to establish his firm, Attorney Gullotta worked at another firm and as a CPA. In 2012 and 2013, he was the chair of the Trust and Estates Section of the San Mateo County Bar Association. His firm is happy to offer complimentary consultations—contact them today to get yours.
Daniel L DuRee
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Daniel L DuRee
Larkspur, CA Probate Attorney
(415) 373-8335 700 Larkspur Landing Circle
#199
Larkspur, CA 94939
Free ConsultationProbate and Estate Planning
University of California College of the Law, San Francisco
Do you have questions about the estate planning process? Please call today for a free consultation.
Daniel Timothy Quane
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Daniel Timothy Quane
Danville, CA Probate Lawyer with 18 years of experience
(925) 314-2320 571 Hartz Ave
Danville, CA 94526
Probate and Estate Planning
Golden Gate University School of Law and McGeorge School of Law Univ of the Pacific
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...
Marisa Catherine Nelson
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Marisa Catherine Nelson
San Carlos, CA Probate Lawyer with 13 years of experience
(650) 485-3437 1300 Industrial Road
Suite 14
San Carlos, CA 94070
Probate and Estate Planning
University of San Francisco School of Law
We guide our clients through the creation and implementation of comprehensive wills and trusts so that you can provide for your treasured people, pets, and charities with confidence and ease. Since 2011 I have been guiding clients through the creation and administration of wills, trusts, and probate. Early in my legal career I volunteered at the Redwood City Probate Court, where I watched families argue over who would manage and inherit the money, and who would take care of the kids and grandparents. I saw so much heartache and expense that could have been avoided with good quality estate planning, and have...
Jeffrey Loew
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Jeffrey Loew
San Mateo, CA Probate Lawyer with 23 years of experience
(650) 487-8725 1650 Borel Place, Suite 123
San Mateo, CA 94402
Probate and Estate Planning
University of California, Berkeley School of Law
As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.

Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.

In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...
Ivette Santaella
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Ivette Santaella
San Ramon, CA Probate Attorney with 35 years of experience
(888) 698-3951 111 Deerwood Road
Suite 200
San Ramon, CA 94583
Probate, Elder, Estate Planning and IP
American University
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...
Mr. James Michael O'Neil III
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Mr. James Michael O'Neil III
San Francisco, CA Probate Lawyer with 15 years of experience
(415) 992-3123 100 Pine Street
Suite 1250
San Francisco, CA 94111
Probate and Estate Planning
University of San Francisco School of Law
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...
Lorilee DeSantis
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Lorilee DeSantis
Santa Rosa, CA Probate Lawyer with 17 years of experience
(707) 542-2889 3333 Mendocino Ave
Suite 202
Santa Rosa, CA 95403
Probate, Divorce, Estate Planning and Family
Golden Gate University School of Law
Lorilee DeSantis is an attorney whose passion for helping families protect their loved ones and their assets shines through to all who work with her. Lorilee’s clients often comment that her ability to deeply listen and understand their concerns makes it very easy for them to talk to her about difficult subjects. Her clients also appreciate that Lorilee explains complex legal concepts in ways that are easy to digest so that clients fully understand their legal options. Lorilee’s dedication to helping people with family-oriented legal issues stems from personal experiences. When Lorilee was growing up, she saw...
Barry L. Adams
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Barry L. Adams
Santa Rosa, CA Probate Lawyer with 38 years of experience
(707) 542-6644 532 Mendocino Avenue, Suite 104
Santa Rosa, CA 95401
Free ConsultationProbate, Elder and Estate Planning
University of the Pacific
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...
Chad O. Dorr
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Chad O. Dorr
Santa Rosa, CA Probate Attorney with 12 years of experience
(707) 525-8800 438 First Street, 4th floor
Santa Rosa, CA 95401
Probate, Business and Estate Planning
University of California, Berkeley School of Law
Chad practices Business Law and Estate Planning. In his business practice, he represents sole proprietors, partnerships, LLCs and corporations (for-profit and nonprofit) across a broad spectrum of industries. He takes particular pride in assisting families with their estate planning needs to execute their wishes for the next generation.

Prior to joining the Perry, Johnson, anderson, Miller & Moskowitz LLP, Chad was an associate in the Washington, D.C., office of Jones Day, where he was a part of the firm's international trade and national security practice. In that role, he advised U.S. and foreign corporations on a...
Scott Jordan
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Scott Jordan
San Ramon, CA Probate Lawyer with 18 years of experience
(925) 913-0275 18 Crow Canyon Court
Suite 280
San Ramon, CA 94583
Free ConsultationProbate, Bankruptcy, Business and Estate Planning
University of Southern California Gould School of Law
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...
Gregory Sowder
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Gregory Sowder
Oakland, CA Probate Attorney with 26 years of experience
(510) 400-4969 1300 Clay Street
Suite 600
Oakland, CA 94612
Free ConsultationProbate
Rutgers School of Law-Newark and Golden Gate University School of Law
I’ve practiced law in the San Francisco Bay Area for over 20 years and focus my practice on Estate Planning, Probate, and General Civil Litigation. I also represent injured individuals in personal injury claims.
Jeffrey Scott Hall
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Jeffrey Scott Hall
Pleasant Hill, CA Probate Attorney with 20 years of experience
(925) 230-9002 3478 Buskirk Avenue, Suite 1000
Pleasant Hill, CA 94523
Free ConsultationProbate, Elder, Estate Planning and Tax
John F Kennedy Univ School of Law
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...
Gary D. Sparks
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Gary D. Sparks
Fairfield, CA Probate Attorney with 19 years of experience
(707) 207-4500 1125 Missouri Street
Suite 207
Fairfield, CA 94533
Probate, Divorce, Estate Planning and Family
John F Kennedy Univ School of Law
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...
Matthew G. Grech
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Matthew G. Grech
Oakland, CA Probate Lawyer with 17 years of experience
(510) 270-5602 1300 Clay St.
Suite 600
Oakland, CA 94612
Free ConsultationProbate, Bankruptcy, Business and Estate Planning
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
Mark Tad Malachowski
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Mark Tad Malachowski
Sausalito, CA Probate Attorney with 18 years of experience
(415) 983-0717 1001 Bridgeway
Suite B3
Sausalito, CA 94965
Probate, Elder and Estate Planning
Northwestern Cal Univ of Law
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...
Anthony Franceschi
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Anthony Franceschi
San Francisco, CA Probate Lawyer with 15 years of experience
(415) 888-9110 77 Geary St 5th Floor Suite 13
San Francisco, CA 94108
Free ConsultationProbate and Estate Planning
Lincoln Law School of Sacramento
Anthony Franceschi is California estate planning attorney who focuses his practice on assisting seniors and their families prepare for the future. Including empowering seniors with strategic estate plans and drafting customized wills that honor clients’ final wishes, During law school, Tony was an intern for the Sacramento County District Attorney’s office, where he handled misdemeanors, traffic, and juvenile detention hearings. Before coming to MacFarlane Legal, Tony represented clients with Social Security Disability/SSI and personal injury cases.
Zachary Roy Rayo
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Zachary Roy Rayo
Concord, CA Probate Lawyer with 28 years of experience
(925) 825-1955 Salvio Pacheco Sq. at Todos Santos Plaza
2151 Salvio St., Ste 399
Concord, CA 94520
Probate, Business, Elder and Estate Planning
University of Miami School of Law and University of Hawai'i at Manoa William S. Richardson School of Law
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.
E. Page Allinson
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E. Page Allinson
Santa Rosa, CA Probate Attorney with 12 years of experience
(707) 525-8800 438 1st Street, 4th Floor
Santa Rosa, CA 95407
Free ConsultationProbate
Whittier College and Lafayette College
Page Allinson’s practice focuses on general and complex commercial litigation and business law, structured finance and distressed investments, and trust and estates litigation as well as conservatorship matters (both contested and uncontested). Mr. Allinson joined Perry Johnson Anderson Miller & Moskowitz LLP in September 2017 as part of its structured finance & distressed investments practice group. Through his practice, Mr. Allinson represents clients in the financial services industry in both Sonoma County and around the country as well as businesses and start-ups. Mr. Allinson also represents individuals and families in probate matters including conservatorships and trusts and estate disputes. After graduating cum...
Dess Aldredge Benedetto
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Dess Aldredge Benedetto
Walnut Creek, CA Probate Lawyer with 24 years of experience
(925) 945-8200 1615 Bonanza Street, Ste. 209
Walnut Creek, CA 94596
Free ConsultationProbate, Elder and Estate Planning
University of San Diego School of Law
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...
Randi Sue Teichman
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Randi Sue Teichman
San Francisco, CA Probate Attorney with 37 years of experience
(415) 749-5900 2135 Lombard St
San Francisco, CA 94123
Probate, Estate Planning and Tax
Stanford University
Gordon Craig Young
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Gordon Craig Young
Danville, CA Probate Attorney with 32 years of experience
(925) 314-9999 318-C Diablo Road
Danville, CA 94526
Free ConsultationProbate, Arbitration & Mediation, Securities and Stockbroker Fraud
U of San Francisco School of Law
Gordon Young is a 25-year litigator, specializing in financial, trust and securities litigation. Gordon tries and arbitrates cases for trustees, beneficiaries, financial professionals, investment advisors, stock brokers, Wall Street banks, and broker-dealers. These cases include civil, probate and regulatory claims based on breach of fiduciary duty, breach of trust, fraud, suitability, mismanagement of mutual funds and managed accounts, the prudent investor rule, as well as employee promissory notes, up-front loans, raiding, trade secret, unfair competition and related employment claims. Gordon has successfully assisted numerous investment professionals with FINRA related expungement actions. Gordon has been recognized eleven times...
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