Piedmont Estate Planning Lawyers

I am passionate about providing estate planning services to parents with minor children.

f you don't have an estate plan, please contact me on LinkedIn or through my website for a complimentary call about your estate planning goals. In my relationship-based approach, we will work together to create a plan based on your values and tailored to protect and provide for your loved ones. By the end of our process, I want you to feel confident and prepared.

I consistently work with trusted professionals in insurance, personal finance, mortgage, and real estate, as well as family, intellectual property and corporate formation...

I'm Attorney Jay Greene, CPA, I've dedicated my practice to serving families in the San Francisco Bay Area with their estate planning, probate, and elder law needs. My background as a Certified Public Accountant (CPA) complements my legal expertise, allowing me to provide a comprehensive and strategic approach to protecting your assets and ensuring your wishes are faithfully executed. Beyond the courtroom, I share my knowledge through published articles in the San Francisco Bay Times, committed to public education on these crucial matters. My primary focus is crafting personalized solutions for each client. Whether navigating probate complexities or planning for...

Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.

We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...

I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.

My law firm specializes in all aspects of tax planning and tax controversy, trust and estate planning and litigation, business formation and bankruptcy (primarily relating to business/tax debts). I have over 30 years of experience as a tax specialist.

Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.

Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...

Experienced, dedicated and affordable immigration attorney servings the Immigration community for near 20 years. Record of winning case on asylum, VAWA claim, naturalization with criminal background, waivers, and complex family based immigrant visa petitions.

Mark T. Koo’s work includes Corporate Compliance and Governance, Estate Planning, Family Law, Non-Profit Formation and setting up the 501c3 Non-profit designation. Mark also helps companies file incorporation as well as other corporate legal assistance. Prior to becoming an attorney, Mark T. Koo has been involved with Silicon Valley’s technologies such as data warehousing, wireless software and hardware technologies, and internet technologies. Mark is a graduate of McGeorge Law School and is a member of the California Bar. Mark received his bachelors of science degree in electrical engineering and masters of science degree in materials science from University of California,...

Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

I am a client-focused attorney with expertise in estate and tax planning, nonprofit and philanthropy, and real estate law.

My practice, T.S. Wrobel Law Group, focuses on Estate Planning, Probate, Exempt Organization Law, and Business Law services. We work directly with clients to protect their assets and legacy, and offer resources through our websites TSWrobel.Law and NonProfitLegalCenter.com to provide information and support to nonprofits and private family foundations on purpose, strategic fundraising, board structure, budget and operational issues.

Over the years, we’ve supported more than 1,600 nonprofits, private family foundations, and international NGOs across 50 states, including organizations such as...

Planning for life is not easy. We often have many tasks to accomplish and so little time to make them happen. Often we leave the uncomfortable or complicated for the end. We all know Estate Planning is important but does border confusing and tedious to most people. Let us do the hard work!

Attorney Keith F. Carr has over 30 years experience in Bankruptcy and Divorce. The Law Offices of Keith F. Carr has served the Northern California community since 1988. Since the business was established, we have helped clients save their homes and businesses and get their finances back on track through bankruptcy. The Law Offices of Keith F. Carr has helped spouses get through the emotional pain of divorce and has advised and represented them in all family law and divorce proceedings. Attorney Keith F. Carr will take the time to listen to your concerns and work diligently to champion your...

I have extensive experience in all phases of litigation and trial. Before going into private practice, I have served as Deputy Attorney General in California. I've worked with individuals in major class actions and other cases with state and nationwide ramifications. I've also successfully handled a wide range of civil rights matters, especially cases involving police misconduct and employment issues.

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25 years representing Bay Area Families in the areas of estate planning, trust administration, probate, and estate litigation. Her unique blend of experience as a litigator and estate planning attorney, provides her with the ability to effectively manage all aspects of family wealth planning. She has been involved with the preparation and trial of hundreds of cases, representing Fortune 500 companies, individuals, and fiduciaries. In addition, she has extensive experience advising clients in creating estate plans to meet family and philanthropic goals.

OUR MISSION Personal bankruptcy is what we do. We help people get their lives back. Even good and hardworking people sometimes experience financial difficulties, often through no fault of their own. We provide protection and support for our clients to help safeguard them and their assets, and enable them to get a fresh start and move on with their lives. NEED A FRESH START? WE ARE HERE TO HELP. Many people believe that due to new bankruptcy laws they are not eligible for debt relief or that they will lose their home if they file for bankruptcy. ...

My firm focuses on three areas: business, real estate and estate planning. As the head of the business law practice area I counsel clients on available courses of action concerning entity formation and other business matters as well as the drafting and review of contracts and other agreements. As a small business owner myself, I understand the concerns faced every day by owners and operators of businesses. In the area of real estate I have litigated matters such as landlord/tenant disputes and property management issues. In my estate planning practice I focus mainly on the preparation...

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...