Estate Planning, Trust, and Probate Lawyer, with offices in Pleasanton and Hayward

Certified specialist in estate planning, probate, and trust law with over 30 years of experience. LL.M. postgraduate degree in taxation. Highest rating (AV) of professional excellence by Martindale-Hubbell Law Directory since 1990. Included annually in Northern California Super Lawyers since its inception. Home consultations and free consultations available.

Estate, Trust and Tax Planning
Estate Planning, Trust, and Probate Lawyer, with offices in Pleasanton and Hayward

This is a highly personal area of the law. No two people are alike in that everyone has unique wishes regarding their family and intended beneficiaries. Planning for health care and financial management during incompetency and for how inheritance is to be left for intended beneficiaries varies from person to person.

My goal is to help you understand your various estate planning options so that you make informed decisions as to how your wishes should be carried out if you became ill or died. This includes all forms of trust provisions for your intended beneficiaries, as well as planning to avoid probate and to save estate tax, property tax, and income tax.

 

Bay Area Estate and Tax Planning, Pleasanton Estate and Tax Planning, Hawyard Estate and Tax Planning Bay Area Probate Court Matters, Pleasanton Probate Court, Hayward Probate Court, San Leandro Probate Court Pleasanton Non-Probate Administration, Hayward Non-Probate Administration
Bay Area Estate and Tax Planning, Pleasanton Estate and Tax Planning, Hawyard Estate and Tax Planning

Bay Area Probate Court Matters, Pleasanton Probate Court, Hayward Probate Court, San Leandro Probate Court

Pleasanton Non-Probate Administration, Hayward Non-Probate Administration


Probate and Estate Planning Attorney serving Alameda County

Please click here to learn more about our services.

Click here for links to some links to helpful legal resources.

Since 1980, my practice has focused exclusively on estate planning, trust, probate, and related tax matters.

I help clients plan their estates so that their wishes are carried out for themselves and for their intended beneficiaries. This includes preparation of the necessary estate planning documents, from wills to living trusts to powers of attorney to irrevocable trusts to gifting plans to gift tax returns, etc. For more information, please click on the link above.

Pleasanton Estate Planning LawyerLikewise, I represent fiduciaries responsible for managing the financial or personal affairs of others, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact. This includes both matters subject to probate court supervision and matters not subject to court review. For more information please click on the link above.

As part of these services, I also provide estate and gift tax advice, including preparation of estate and gift tax returns.  For more information please click on the link above.

I also represents clients in disputed or contested probate, conservatorship, and trust matters.

We provide probate court services for any County in California and estate planning services to California residents, including those in Pleasanton, Livermore, Dublin, San Ramon, Alameda, Hayward, Castro Valley, Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, Alameda and Contra Costa Counties, and the East Bay. Email us at mail@jamesjphillips.com or by phone at (925) 463-1980 or (510) 886-2120.