Portola Valley Estate Planning Lawyers

Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....

Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.

Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....

Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.

As a litigation attorney, Mr. Loew’s primary areas of practice include trust and estate litigation (including will and trust contests), fiduciary litigation, and financial elder abuse actions.

Mr. Loew is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys.

In addition to the areas described above, Mr. Loew is the founding President of the San Mateo County Law Library Foundation, helping provide access to...

Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...

Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.

I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...

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.

Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.

A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...

I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...

As founder of the Anthoor Law Group, APC, Swampa Anthoor guides Fremont residents through the estate planning process. She has law licenses in both India and California, and can assist with legal concerns involving both jurisdictions. Her firm also provides legal representation in matters of family law and business law. Attorney Anthoor is a member of the California State Bar and Bar Council of India. In addition to English, she can aid clients in Malayalam, Hindi and Tamil. To learn more, please contact her firm today and receive a free consultation

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...

Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...

Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.

John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...

I am a real estate, business and estate planning attorney. My background is in real estate, where I was a real estate appraiser, property manager, and project manager for condominium conversions and other real estate developments. I can certainly relate to many of the issues that my clients face in their day-to-day professional lives.

A large segment of my client base is small business owners. I understand that you want simple answers to your questions; I help focus on figuring out how to get what you're interested in, explaining your options and deciding what will work best for you. I...

Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.

As a business legal counsel, Sujung Park has advised individuals and businesses on various legal transactions and litigation matters. Her practice includes corporate, commercial contracts, and estate and asset planning. Sujung’s clients range from global high tech companies to innovative emerging startups and local small businesses. She also has served as outside general counsel for the US subsidiaries of Korean companies and US companies who has a business relationship with Korea.

Sujung received a J.D. from Emory University School of Law and a M.A. in International Laws from Seoul National University. She is a member of the State Bar...

Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.

Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...

We are proud to provide cost effective legal services and solutions in the following areas:

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,...

Kathleen has been practicing law since 1994, concentrating in the areas of estate planning, trust administration and business transaction law. Kathleen's estate planning client base ranges from young couples just starting out to those clients with multi-million dollar estates in need of tax, gift, and charitable planning, as well as a basic estate plan. Additionally, Kathleen enjoys working with clients in the later stages of life to address those matters that can make the transitions that are inevitable proceed more smoothly, and as the client best intends. Kathleen's business practice focuses on smaller businesses in need of...

Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.

Nina Decker is a licensed attorney in California. She obtained her law degree from Santa Clara University in 2012. While in law school, Nina was the Editor-in-Chief of the Santa Clara Journal of International Law, and received Witkin and CALI awards for academic achievement. She also interned for Chief Magistrate Judge Maria-Elena James of the US District Court for the Northern District of California. A native of Boise, Idaho, Nina also has a Bachelor's Degree in Sociology from Boise State University. After graduating from Santa Clara University, Nina worked as a Graduate Fellow with the Northern California Innocence Project,...

April practices civil litigation specializing in employment law, estate planning and probate litigation,transportation law and real estate transactions. She is a strategic thinker and advocate who is focused on providing exceptional customer service while solving and preventing legal problems. April is a former Assistant State's Attorney in Illinois and worked as a Staff Attorney for the 19th Judicial Circuit in Illinois. She also worked for the San Diego District Attorney's Office.

Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...

Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.