Tamalpais Valley Estate Planning Lawyers

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,...

As an estate planning attorney based in Alameda, California, I am dedicated to providing personalized, compassionate, and comprehensive legal services. I focus on helping individuals, families, and those with special needs secure their legacies with tailored estate plans. My practice includes wills, trusts, and specialized services such as pet trusts and special needs planning. With an LL.M. from UC Davis School of Law and years of experience serving the Bay Area, I bring a unique blend of expertise, empathy, and cultural fluency, being fluent in both English and Polish. I strive to make the estate planning process clear and approachable, ensuring...

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 have worked in a dozen fields of law over my career of 44 years. Mostly I was a business trial lawyer, but now I only advise and handle transactions: no trials. I am semiretired but come to the office most days.

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...

Danelle Harvey-Jacob is the Founder and Principal Attorney at Harvey-Jacob Law, a California law firm helping solopreneurs, business start-ups, and creators correctly and proactively set-up to avoid common costly legal mistakes, disputes, and pitfalls. Danelle’s practice areas are business, contract, trademark, copyright, Internet, music, and trusts and estates law. Danelle empowers others to confidently build businesses while protecting their brands, assets, and loved ones. She holds an MSc in Legal Studies, and an LL.M. with business law from the USC Gould School of Law. Before focusing on U.S. legal studies and practice, Danelle studied England and Wales, and European Union...

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