Estate Planning lawyers in zip 94301 - California

Explore California Estate Planning attorneys like Cheryl Kushida, Margaret (Margo) Felt, Mark R. Shepherd, Mary Mastrobattista and Mary O'Kicki in Palo Alto, Menlo Park, New York and East Palo Alto (ZIP codes 94301, 94303, 94025).

Cheryl Kushida

Firm: Compass Legal A Professional Corp
125 University Ave Ste 125 , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Corporate, Employment & Labor, Mergers & Acquisitions, Taxation - State & Federal, Estate Planning

Margaret (Margo) Felt

Firm: Margaret Felt Attorney at Law
228 Hamilton Avenue   3rd Floor  9430 , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Estate Planning, Probate, Trusts, Wills

Mark R. Shepherd

Firm: Crist, Schulz, Biorn and Shepherd, A Professional Corporation
550 Hamilton Avenue   300  9430 , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Estate Planning, Taxation - State & Federal

Mary Mastrobattista

855 El Camino Real Ste 13 A 411 , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Estate Planning

Mary O'Kicki

760 Homer Ave , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Estate Planning

Robert Biorn

Firm: Crist, Schulz, Biorn and Shepherd, A Professional Corporation
917 Alma St , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: General Practice, Estate Planning

Robert N. Grant

Firm: Grant and Gordon, LLP
525 University Avenue   1325  9 , Palo Alto , California 94301
📍 In ZIP 94301
Practice Areas: Estate Planning, Non-Profit Corporations, Probate, Taxation - State & Federal, Trusts
Avvo Rating: Rated 5.0 out of 5
Yelp Rating: Rated 4.8 out of 5

Ellen Cookman

Firm: Cookman Law
2100 Geng Rd. , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning
I am a certified specialist in estate planning, trust and probate with the California Bar, and I have an LL.M. (Masters in Laws) in Estate Planning.  I assist with estate planning, special needs planning, trust administration, probate administration, and limited conservatorships in San Mateo and Santa Clara Counties.. I am happily surrounded by boys - my husband (who helps me at the office), our two sons Caleb and Isaac, and our dog Ulysses, pit bull-boxer mix.  In my limited free time, I enjoy practicing yoga and pilates, reading dystopian fiction, and having deep spiritual conversations with friends.
Avvo Review
“…ssues, as well as the various kinds of assets in my estate. Ellen’s expertise is clear plus she is…”
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Yelp Review
“My wife and I had our first child not long ago, and we both felt prompted to start our estate plan. We looked around and were so glad to find Ellen. Her...”
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Lawyers.com Review
“Ellen is very knowledgeable in the intricacies of estate planning.”
Avvo Rating: Rated 5.0 out of 5
Yelp Rating: Rated 4.8 out of 5

Analisa Pratt

Firm: Pratt Law
750 Menlo Avenue , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
Analisa Pratt is the Founder of Pratt Law, which specializes in estate and trust planning and estate administration. Analisa has been practicing law for over 10 years and is licensed in California and Arizona.. Before launching Pratt Law, Analisa practiced law with Wilson Sonsini Goodrich & Rosati and K&L Gates.  She also served as a judicial law clerk in the United States District Court for the District of Arizona and as a legal research attorney with the Superior Court of California.. Analisa has received a number of awards for her pro bono contributions to the legal field including the Wiley M. Manuel award from the California State Bar Association, the Jack W. Londen Award for exemplary efforts protecting and advancing civil rights of marginalized communities from the Lawyers’ Committee for Civil Rights, and the John Wilson Award for pro bono service from WSGR.. Analisa has lived in the Bay Area for nearly 20 years. Originally from the Midwest, she earned her B.A. from the University of Minnesota. She earned her law degree with tax specialization certificate from Golden Gate University School of Law in San Francisco.. Analisa's experience working with her own family's estate planning and administration inspired her to transform her practice from focusing on litigation to a practice in which she helps individuals and families manage their complex personal estate-planning needs.
Avvo Review
“…nd focus on other things. Here are some of the things we liked: • Flat Fee: We paid ½ of fee upo…”
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Yelp Review
“With the pandemic looming overhead, and general stability waning as time goes on, it made sense to look into estate planning for my mom. As with many...”
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Lawyers.com Review
“I endorse this lawyer. Analisa is smart, thoughtful and efficient. She provides excellent service to her clients.”
Avvo Rating: Rated 5.0 out of 5

Philip Sousa

Firm: Lakin Spears, LLP
2400 Geng Road , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning
I am an associate attorney with Lakin Spears, LLP.  I earned my J.D. in 2011 from Santa Clara University School of Law, where I graduated in the top 30% of my class.  I am a member of the State Bar of California’s Trust and Estate section, and was a former Co-Chair of the Silicon Valley Bar Association’s New Attorneys Round Table.  In my free time, I enjoy spending time with my wife, playing soccer and tennis, reading, hiking, and watching sports.
Avvo Review
“Philip assisted us with the changes to the trust and power of attorney due my my mothers Alzheimer c…”
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Lawyers.com Review
“Philip is the type of attorney you can go to with any practical or technical question and he will know the answer. Philip is extremely knowledgeable about the ins and outs of estat…”
Avvo Rating: Rated 5.0 out of 5
Google Rating: Rated 5.0 out of 5

Jean Kohler

Firm: Lakin Spears, LLP
Embarcadero Place 2400 Geng Road. , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate, Estate Planning
Jean M. Kohler is a partner in the Trusts & Estates Group and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law.. Jean began her practice in the Trusts & Estates Department at Foley & Lardner in Milwaukee, Wisconsin. Ms. Kohler relocated to the Bay Area in March 2003 where she continues her estate planning practice, focusing on the preparation of wills, revocable and irrevocable trusts, durable powers of attorney and advance health care directives. Jean’s practice also includes estate and trust litigation, the administration of decedents’ estates (including both trust and probate estates), and conservatorship and guardianship matters.. Jean is an active member of the Silicon Valley Bar Association and San Mateo County Bar Association and previously served on the board of Palo Alto Community Child Care, an organization that partners with parents and regional agencies to provide quality, professional and accessible childhood care and education in the Palo Alto community.. Jean has been named a Northern California Rising Star since 2009 by Super Lawyers Magazine. Jean is licensed to practice law in California and Wisconsin.
Lawyers.com Review
“Jean is great! I endorse her.”
Avvo Rating: Rated 4.9 out of 5

Mark Gilfix

Firm: Gilfix & La Poll Associates
2479 E. Bayshore Rd. Ste 220 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning
I am passionate about community building and connecting people. I love the human side of the law, and the ability to help families on a personal level.. I previously served on the associate board of directors for the Boys and Girls Club of the peninsula, and on the young leaders cabinet for the Jewish Federation in Los Angeles.. Outside of work, I love surfing, guitar playing, backpacking, and running (among other things). Huge San Francisco Giants, 49ers, Stanford Football and Basketball fan!
Avvo Review
“…friendly manner & attentiveness regarding each & every one of our concerns provided the safety net w…”
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Lawyers.com Review
“Mark is everything a lawyer should be both as an advocate and as a friend. he is thoughtful, a great listener, articulate, analytically spot-on, and a fantastic advocate. I highly …”
Avvo Rating: Rated 5.0 out of 5
Yelp Rating: Rated 5.0 out of 5
Google Rating: Rated 5.0 out of 5

Clifford Chernick

Firm: Law Offices of Clifford Ross Chernick
770 Menlo Avenue Suite 101 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Arbitration, Business & Commercial, Business Formation, Contracts, Corporate, Estate Planning, Family, Mediation, Prenuptial Agreement, Probate, Real Estate, Trusts, Wills
Yelp Review
“My family and I are so grateful to work with Cliff Chernick on our estate planning! He has deep knowledge of all the ins and outs of the process. More...”
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Google Rating: Rated 5.0 out of 5

Lisa Intrieri Caputo

Firm: Ferrari Ottoboni LLP
545 Middlefield Road   160  940 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Corporate, Estate Planning, Tax Planning, Taxation - State & Federal
Google Review
“Very professional staff. Work on our Trust was quick and thorough!”
— Patty McNeil
Avvo Rating: Rated 5.0 out of 5

Donald H. Read

Embarcadero Place   2400 Geng Road  9 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Business & Commercial, Corporate, Estate Planning, Taxation - State & Federal
Avvo Rating: Rated 5.0 out of 5

Michael Gilfix

2300 Geng Rd #200 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning
Avvo Review
“…understand English" manner. We left the office convinced that our affairs are in very good hands. Al…”
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Lawyers.com Review
“Michael Gilfix is a legend in the field of elder law. He was a co-author of one the earliest works in the field. I have attended CE programs taught by him and his depth of knowledg…”
Avvo Rating: Rated 5.0 out of 5

Charles Spence

Firm: Royse Law Firm, PC
149 Commonwealth Drive , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Tax, Estate Planning, Business
David Spence heads the Estate, Trust, and Wealth Strategies practice for Royse Law Firm. His areas of expertise include taxation, estates, trusts and other private wealth structures used in the efficient management, protection, and transition to succeeding generations. David’s clients are international and domestic individuals, families, businesses, and charitable organizations. Over the last twenty-five years, David has practiced with prominent law firms and “Big 4” international accounting firms, and the oldest and largest west coast trust company.. David has counseled some of the largest and most complex estates in the world. He has worked extensively with philanthropists, private foundations, and many public charities to develop and implement tax-efficient, planned giving programs. David has represented clients before various courts and administrative agencies of the federal and state government, including the United States Tax Court and the Internal Revenue Service.. Currently, David is also an adjunct professor with the Master of Science in Taxation (MST) program in the Lucas Graduate School of Business at San Jose State University, where he teaches Taxation of Estates and Trusts.. David has served in numerous volunteer positions with charitable and professional organizations. He is currently a member of the Planned Giving Advisory Council for Catholic Charities of Santa Clara County, and was a founding board member of the Silicon Valley branch of the London-based Society of Trust and Estate Practitioners. David also served for two years as a full-time voluntary representative of his church in Sweden, and has conversational proficiency in the Swedish language.
Avvo Review
“When my husband died suddenly and unexpectedly, the fact that our estate plan was in place made deal…”
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Avvo Rating: Rated 5.0 out of 5

Joan Leblanc

Firm: Lakin LS Spears LLP
Embarcadero Place 2400 Geng Road Suite 110 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning
Avvo Review
“Joan gave us great guidance and advice on the development of our Trust. We had some particular circumstances that had to be worked in and her advice ...Julie…”
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Firm Google Rating: Rated 3.0 out of 5

Daniel Sheehan

Firm: Daniel L. Sheehan, Esq.
3705 Haven Ave Ste 108 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
Avvo Rating: Rated 1.0 out of 5

Lorena Roel

Firm: The Jellins Group, APLC
841 Menlo Ave , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
Lawyers.com Review
“I endorse this lawyer.”

Ella J. Duncanson

Firm: Lakin Spears, LLP
Embarcadero Place   2400 Geng Road  9 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning

Rebeccah Miller

Firm: Lakin LS Spears LLP
Embarcadero Place 2400 Geng Road Suite 110 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate, Estate Planning, Trusts

Ronald A. VandenBerg

Firm: Lakin Spears, LLP
Embarcadero Place   2400 Geng Road  9 , Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning

Julie Kwon

650 Live Oak Ave Ste 300 , New York , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Kristina Fenton

Firm: Jorgenson, Siegel, Mcclure & Flegel
1100 Alma St Ste 210 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Marvin S. Siegel

Firm: Jorgenson, Siegel, McClure and Flegel, LLP
210   1100 Alma Street , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Business & Commercial, Estate Planning, Probate

Michael Cashman

Firm: Cashman Law LC
3705 Haven Ave , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
Our mission is to add value to every transaction: practical advice at a reasonable price. Clients want a significant return on their investments. That includes investments in our legal services. We leverage technology to work faster and more efficiently.. Our goal is less billable hours, less disruption of your daily lives and your business, more engagement with clients, more personal service to your specific legal needs. Whether it be legacy or business planning, litigation, or trust or probate administration, legal services needs to start with the end goal in mind, and work backward from that goal to outline the steps to achieve the objective.

Raymond Ellis

Firm: Orrick
1000 Marsh Road , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Eric H. Wang

Firm: DLA Piper Rudnick Gray Cary
2000 University Avenue , East Palo Alto , California 94303
📍 About 1.7 mi from ZIP 94301
Practice Areas: Estate Planning, Family

Amy Tayan

546 Sand Hill Cir , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Jennifer Wise

Firm: Bny Wealth
3000 Sand Hill Rd Bldg 3 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

John D. Jorgenson

Firm: Jorgenson, Siegel, McClure and Flegel, LLP
210   1100 Alma Street , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning, Probate

Kevin M. Rodriguez

Firm: Jorgenson, Siegel, McClure and Flegel, LLP
210   1100 Alma Street , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Business & Commercial, Estate Planning, Probate

Kimberly Brummer

Firm: Jorgenson, Siegel, Mcclure & Flegel, LLP
1100 Alma St Ste 210 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Marilyn Young

1095 Deanna Dr , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
Lawyers.com Review
“I endorse this lawyer. I worked opposite Marilyn Young on a case and was impressed by her integrity and professionalism. I have since referred people to her and they have reported …”

Robert Daye

849 Menlo Ave , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning

Robin D. Faisant

Firm: Robin D. Faisant
750 Menlo Avenue   250 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning, Probate, Trusts, Wills

Xiao Tang

Firm: Rimon PC
800 Oak Grove Ave Ste 250 , Menlo Park , California 94025
📍 About 1.9 mi from ZIP 94301
Practice Areas: Estate Planning
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