Top best Trusts Lawyers Near me in ZIP 94607

Virginia is a partner in Wendel Rosen’s Trusts & Estates Practice Group. She focuses her practice on estate planning, trust administration, probate and elder law and mediating matters in her practice area. She has particular expertise in estate planning for LGBT families, as well as representation of individual and professional fiduciaries in the administration of living trusts, conservatorships of the person and estate and decedents’ estates.. A frequent author and speaker on estate planning related issues, including LGBT estate planning, powers of attorney, estate planning in the context of dissolutions, and end of life decisions, she has presented before a wide variety of legal, professional and private organizations.. She is a former Certified Family Law specialist and mediates matters in her areas of expertise and is a Fellow of the American College of Trust and Estates Lawyers.

Rachel A. Dodson is an associate at Roisman Henel + Adams LLP.  Rachel has been selected by her peers as one of Northern California’s “Rising Stars” for 2015 through 2017.  She received the Wiley W. Manuel Certificate for Pro Bono Legal Services in 2015.. Rachel is a member of the East Bay Trusts and Estates Lawyers, AIDS Legal Referral Panel, East Bay Tax Club, Women Lawyers of Alameda County, East Bay Estate Planning Council, and the Alameda County Bar Association.  Rachel also regularly consults with attorneys at Open Door Legal regarding estate planning, probate, trust administration, guardianship, and conservatorship matters.. Rachel graduated from the University of Washington School of Law.  At UW Law, she was the managing editor of the Washington Journal of Environmental Law and Policy.  She was also the Chair of the Art in the Law School committee, where she was instrumental in bringing artwork into the common areas of the school.. While in law school, Rachel was an extern for the Honorable Justice Owens of the Washington State Supreme Court and for the Honorable Judge Barreca of the United States Bankruptcy Court.  Rachel was also a student attorney for the Federal Tax Clinic where she represented low-income clients who had ongoing disputes with the IRS.. Rachel earned her Master of Public Administration from the Evans School of Public Policy and Governance at the University of Washington, and her Bachelor of Arts in History from the University of Pennsylvania.. Rachel is a Bay Area native.  She lives with her husband and son in Oakland.. Professional Background:. Roisman Henel + Adams LLP, Associate, 2016 to present Hand & Little, PC, Associate, 2014 – 2016 Kerr & Wagstaffe LLP, Associate, 2013 – 2014. Speaking Engagements:. NBI The Ultimate Guide: Key Parties, Terms, and Legal Concepts; Legal Ethics; Trust Decanting, Modification, and Dissolution, 2019NBI Probate Bootcamp: Ancillary Probate and Other Problem Areas, 2018. Education:. University of Washington School of Law, J.D., 2012 Evans School of Public Policy and Governance at the University of Washington,             M.P.A., 2012 University of Pennsylvania, B.A., cum laude, 2006. Professional Memberships:. State Bar of California, Trusts and Estates Section East Bay Trusts & Estates Lawyers East Bay Tax Club East Bay Estate Planning Council Women Lawyers of Alameda County AIDS Legal Referral Panel

Most people think estate planning is simply passing wealth to your heirs tax-free.  But this makes estate planning sound as if it is for the super-wealthy when in fact it applies to everyone. Although planning for death and taxes are important, it is just one aspect estate planning.. When individuals create an estate plan their primary goals should be (1) protecting their assets; (2) ensuring their affairs (personal and financial) are efficiently managed upon their incapacity and death; (3) conflicts between beneficiaries are minimized; and (4) taxes are minimized.. As an estate planning attorney, I counsel clients on these issues. I advise them on the necessity and the method of creating a plan that will manage their financial and personal affairs in the most legally efficient way possible and I help them create a legacy for their beneficiaries.. Sometimes, however (no matter how thorough the estate plan), legal disputes arise over the disposition and administratoin of an individual's estate.  And when that happens, I represent beneficiaries and fiduciaries through all phases of litigation, including discovery through trial.  Such disputes include issues as to the validity and interpretation of a trust or will, and breach of fiduciary duty claims against an executor or trustee.

I have been practicing law in California since January 2000. I began working in government, first as  Deputy County Counsel representing the various agencies of San Joaquin County, followed by a position as Deputy District Attorney in Stockton. I left to start private practice to ulitize my bilingual skills in Spanish due to the lack of attorneys capable of communicating properly with clients in legal matters that could have severe consequences for years after. In addition, I have consistently given back to my community as a volunteer with you in Mock Trials, and as a mentor to those students thinking of a career in law.. In 2012 I ran for public office, prompted by my community to step up, and won a race for School Board Trustee of Oakland Unified School District. I currently represent constituents in District 5 for a 4 year term.. Torres Law Group has received many awards as a local small business from the Contra Costa Chamber of Commerce and Hispanic Chamber of Commerce of Alameda County, as well as recognition and honors from Assemblymember Susan Bonilla, Congressman George Miller and various other elected officials throughout the bay area.

Attorney Daniel J. Leahy specializes in trust and probate litigation. Dan’s practice includes counseling trustees, administering trusts, and resolving disputes among beneficiaries and fiduciaries. Dan regularly appears in Bay Area probate courts and handles matters through trial.. Dan’s past experience includes representing trustees in trust contests and claims of forgery, resolving disputes between siblings regarding their parents’ assets, and obtaining a bench verdict against a trustee for failing to follow the terms of a trust.. Dan is a Bay Area native and UC-Berkeley School of Law graduate where he was a member of the Law Review. Prior to forming his own firm, Dan worked at a large international firm where he represented financial institutions in business litigation.. Dan is a member of the California Bar Association Trusts & Estates section, East Bay Trusts and Estates Lawyers, and the Contra Costa County and Alameda Bar Associations.. Dan is certified by the California State Bar as a specialist in Estate Planning, Trust and Probate law and assisted in the publication of Sunrise, Sunset: What to Do About a Trustee with Diminishing Capacity which appeared in the California Trusts and Estates Quarterly.

Alex has a B.S. in Finance from San Diego State University and a J.D. from John F. Kennedy School of Law.  Prior to working with Horton, West & Bowman, Alex was a solo practitioner with his firm Bowman Law Offices for three years, and worked at Trutner Law Offices in Livermore for five years. Alex enjoys helping his clients establish a new business, creating diverse estate plans, and helping his client's through a difficult time after they have lost a loved one through trust or probate administrations.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.

Experienced Trusts attorney serving clients in Oakland and surrounding areas.