Top Estate Planning Lawyers in OAKLAND | 50 available

Firm: Roisman Henel + Adams LLP

1999 Harrison Street, Suite 1400 , Oakland , California 94612

Practice Areas: Estate Planning

Agnieszka K. Adams is a partner at Roisman Henel + Adams LLP.  Agnieszka is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust and probate law.. Agnieszka has been selected by her peers and the publishers of Law & Politics and San Francisco Magazine as one of Northern California’s “Rising Stars” from 2012 through 2017.  She is a vice-chair of the Estate Planning Section of the East Bay Trusts and Estates Lawyers and a member of the Estate Planning, Probate and Trust Barristers Club Section of the San Francisco Bar Association.  She is a co-author of Chapter 11 in CEB’s new guide on Real Property and Taxation.. Agnieszka attended University of Southampton in the United Kingdom where she earned a Bachelor of Laws degree.  Agnieszka continued her legal education at University of California Hastings College of the Law.  She graduated cum laude with a concentration in Taxation and a distinction for Pro Bono.. Agnieszka lives in San Francisco with her husband and son.. Education & Professional Background:. Roisman Henel + Adams LLP, January 2011 to present. University of California Hastings College of the Law, J.D., cum laude, 2009. University of Southampton, LLB, 2006. LeeUniversity, B.A., summa cum laude, 2004. Speaking Engagements:. CEB Estate Planning Intensive Course, 2017. NBI Probate Bootcamp Training Seminar: Probate Problem Areas, 2016 and 2017. California Association of Winegrape Growers:  Estate and Succession Planning for Families, 2015. San Francisco Bar Association:  Alternatives to Probate and Initial Probate Filings, 2015. PFAC 20th Annual Conference:  Starting Probate and Trust Administration After Death of Client, 2015. EBTEL Probate Bootcamp:  Alternatives to Probate and Initial Probate Filings, 2014. Bell Investments Advisors Women’s Roundtable:  Giving with a Plan, 2013

Firm: Horton, West & Bowman LLP

1901 Harrison Street , Oakland , California 94612

Practice Areas: Estate Planning, Corporate, Probate, LLC, Trusts, Wills

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.

Firm: Aiken, Kramer and Cummings, Incorporated

Broadway , Oakland , California 94607

Practice Areas: Estate Planning,Probate ,Trusts

Firm: Roisman Henel + Adams LLP

1999 Harrison Street Suite 1400 , Oakland , California 94612

Practice Areas: Estate Planning, Probate , Trusts

Broadway , Oakland , California 94607

Practice Areas: Estate Planning,Probate ,Trusts

Firm: Fitzgerald Abbott & Beardsley

1221 Broadway 21st Floor , Oakland , California 94612

Practice Areas: Antitrust & Trade Regulation, Bankruptcy, Business & Commercial, Business Organizations, Environmental , Estate Planning, Health Care & Hospitalization, Probate , Real Estate , Taxation - State & Federal, Trusts, Wills, Probate

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.

Firm: Abelson Perez Law, LLP

317 Washington St Ste 260 , Oakland , California 94607

Practice Areas: Estate Planning

125 12th St Ste 100-BALI , Oakland , California 94607

Practice Areas: Trademark Application, Business, Internet, Estate Planning

Firm: Roisman Henel + Adams LLP

1999 Harrison Street Suite 1400 , Oakland , California 94612

Practice Areas: General Practice, Estate Planning, Estate Planning

Carolyn E. Henel is a partner at Roisman Henel + Adams LLP.  She represents individuals in estate planning, probate and trust administration, family business planning and charitable giving.  In addition, she advises trustees, executors, and beneficiaries in the administration of decedents’ estates, preparation of estate tax returns, and the administration of revocable and irrevocable trusts.. Carolyn is certified by the California State Bar Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law.  She serves on the Alameda County Bar Association Volunteer Legal Services Corporation (VLSC) Board of Directors.. Carolyn has been selected to the Northern California Super Lawyers list every year since 2004 and to the Northern California Super Lawyers Top 50 Women Lawyers list in 2007, 2010, and 2011.  She was named one of “The Top 100 Attorneys in the United States” attending to affluent families by Worth Magazinein 2006 and 2007.  Carolyn has held an “AV” preeminent ranking from Martindale-Hubbell for over 15 years.. Carolyn is a contributing author to CEB and speaks to professional groups on topics relating to trusts and estates.. Professional Memberships:. State Bar of California, Trusts and Estates Section. EastBay Trusts & Estates Lawyers. Alameda County Bar Association. Education & Professional Background:. Roisman Henel + Adams LLP, Partner, May 2002 to present. Crosby, Heafey, Roach & May PC, Associate, October 1996 to May 2002. University of VirginiaSchool of Law, J.D., 1996. YaleUniversity, B.A., 1992

Firm: Roisman Henel LLP

1999 Harrison Street, Suite 1400 , Oakland , California 94612

Practice Areas: Estate Planning, Tax

Brooke Wilson is an associate at Roisman Henel LLP. Brooke concentrates her practice in the fields of estate planning, trust and estate administration, and federal estate and gift taxation.  She advises clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with philanthropic goals, and preparing plans for traditional, non-traditional and blended families.. Brooke was selected by her peers and the publishers of Super Lawyers Magazine and San Francisco Magazine as one of Northern California’s “Rising Stars” for 2015.. Brooke is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law. She is a member of the Trusts & Estates and Tax Sections of the State Bar of California, the East Bay Estate Planning Council, and the Bay Area Lawyers for Individual Freedom (BALIF), an LGBT bar association.  She previously served on the Legislative Committee of the Probate & Trust Law Section of the Philadelphia Bar Association.  She holds an LL.M. in Taxation from Temple University Beasley School of Law, where she was the recipient of the Faculty Award in Taxation for her graduating class.. Brooke lives in Alameda and serves on the board of directors for the Berkeley-East Bay Humane Society.. Professional Background:. Roisman Henel LLP, Associate, 2013 to present. Sideman & Bancroft LLP, Associate, 2012 – 2013. Schiff Hardin, LLP, Associate, 2010 – 2012. Heckscher Teillon Terrill & Sager, P.C., Associate, 2007 – 2009. Professional Memberships:. State Bar of California:    Taxation Section, member    Trusts and Estates Section, member. EastBay Estate Planning Council. East Bay Trusts & Estates Lawyers—Vice Chair of the Estate Planning & Administration Committee. EastBay Tax Club. Bay Area Lawyers for Individual Freedom (BALIF). Admissions:. Brooke is admitted to practice in California, Pennsylvania, and New Jersey. Education:. TempleUniversity, BeasleySchool of Law:    LL.M. in Taxation 2008 (Faculty Award in Taxation)    J.D. 2006. University of California, Berkeley, B.A., 2000. Speaking Engagements:. CEB Conference:  How to Administer a Revocable Trust, 2015. East Bay Tax Club:  Portability—Worth All The Fuss? 2013. Bell Investments Advisors Women’s Roundtable:  Giving with a Plan, 2013

Firm: Sasse Law Office

3756 Grand Avenue , Oakland , California 94610

Practice Areas: Estate Planning

Firm: Donahue Gallagher Woods LLP

300 Lakeside Drive   1900  9461 , Oakland , California 94612

Practice Areas: Employment & Labor ,Estate Planning,Government Agencies,Health Care & Hospitalization,Probate ,Taxation - State & Federal,Trusts,Wills

Firm: Roisman Henel + Adams LLP

1999 Harrison Street, Suite 1400 , Oakland , California 94612

Practice Areas: General Practice, Estate Planning, Estate Planning

Anne Bruner Nash is of Counsel to the firm of Roisman Henel + Adams LLP.  She is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust and probate law.  Each year since 2005, Anne has been selected by her peers and the publishers of Law & Politics and San Francisco Magazine as one of Northern California’s “Super Lawyers.”. Anne’s practice focuses on estate planning, estate and gift taxation, and probate and trust administration, including administration of special needs trusts.  She enjoys working with a wide variety of clients, and has experience planning for and administering all kinds of estates.. Anne is a fifth-generation native of the Bay Area and fourth-generation lawyer.  She previously worked with her father in a law practice begun in San Leandro in 1915 by her great-grandfather, J. A. Bruner.  Her grandfather, Judge “Watt” Bruner and her father, Lee Bruner, practiced in San Leandro for many years.  Many of her clients have been represented by two or more generations of Bruners, and Anne enjoys advising multiple generations of families.. Anne is a contributing author to several CEB publications and speaks to professional groups on a number of topics relating to trusts and estates.. Professional Memberships:. State Bar of California, Trusts and Estates Section. EastBay Trusts & Estates Lawyers. Estate Planning Council of the EastBay. EastBay Tax Club. Education:. University of California at Berkeley, BoaltHallSchool of Law, J.D., 1987.. Stanford University, B.A., with Distinction, 1984, Phi Beta Kappa.

Firm: Ayoub & Dodson LLP

1999 Harrison Street , Oakland , California 94612

Practice Areas: Estate Planning

In our practice we advise clients on all aspects of estate planning, with a focus on practical planning and administration. Our work primarily consists of preparing estate plans (wills, trusts, and ancillary documents), administering trusts, and probating estates.We pride ourselves on providing practical and accessible counsel for Bay Area individuals and families. The clients we serve have a range of needs, from simple estate plans to more complex planning for larger estates, distinct family circumstances, and complicated distributions.. I am honored to have been selected by my peers as one of Northern California’s “Rising Stars” for 2018, 2019, and 2020, a distinction held by only 2.5% of attorneys. I am also honored to be on the short list of trusted attorneys for many financial advisors, CPAs, and real estate agents throughout the Bay Area.. I am a Bay Area native and love living in Oakland. I take every opportunity to travel and explore the world, but love calling the Oakland Hills home. When I’m not working or traveling, you’re likely to find me exploring local restaurants with my wife Shayla, playing with my son Reuben, or lamenting the recent Cal football season.

1330 Broadway , Oakland , California 94612

Practice Areas: Estate Planning

1000 Broadway Ste 200 J , Oakland , California 94607

Practice Areas: Estate Planning

Firm: Law Offices of Charles Drexler

1724 Madela Pkwy Ste 1 , Oakland , California 94607

Practice Areas: Estate Planning

Firm: Law Offices of Hollander and Hollander

411 30th St , Oakland , California 94609

Practice Areas: Estate Planning

Firm: Vaught & Boutris LLP

80 Swan Way Suite 320 , Oakland , California 94621

Practice Areas: Estate Planning

Firm: Hollander & Hollander PC

411 30th St Ste 200 , Oakland , California 94609

Practice Areas: Estate Planning