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    The 10 Best Estate Planning Experts in Oakland

    We Have Listed The Top 10 Estate Planning Lawyers In Oakland To Help You Choose The Best Professional For Your Needs.

    Address: 1300 Clay St Ste 600 Oakland, CA 94612

    Phone: 510-405-3505

    Website: https://www.davidsonestatelaw.com/

    Davidson Estate Law

    One of the most important things you can do in life is to make sure you have plans in place for the care and financial future of your loved ones. For more than 25 years, our estate planning law firm has been a trusted source of legal guidance and compassionate counsel for Bay Area families. At Davidson Estate Law, we understand how difficult these issues can be, so we're ready to help. Whether you seek to draft a will, revocable living trust, administer the assets of a loved one, or navigate probate court, let's get in touch.

    Estate planning shouldn't be a scary process. While some lawyers try to distance themselves from their clients by remaining aloof, that's not how we work. We will be there for you and your family, ready to engage with you on a personal level as we plan for the future together.

    The last thing you need during these uncertain times is a law firm that refuses to get back to you. At Davidson Estate Law, we're committed to a responsive service that starts with where you are and strives to move you forward. Reach out with any questions or concerns along the way. We'll be in touch.

    No two families are exactly alike. That's why our legal process is 100% collaborative and tailored to you and your unique goals. When your situation changes, we'll change with it, giving you the tools you need to update your estate plan in accordance with what life has in store.

    At Davidson Estate Law, we understand how important it is to meet people where they are. Although we have offices in Oakland, Berkeley, San Francisco, and elsewhere in the Bay Area, we're more than happy to also conduct our services remotely. A changing world requires us to change along with it. Set up a free appointment to get started.

    Contact

    Address: 1999 Harrison Street, Suite 1800 Oakland, CA 94612

    Phone: 510-479-0768

    Website: https://vdglaw.com/bio/

    Verleana D. Green

    Verleana D. Green is the founder and senior partner of The Law Offices of Verleana D. Green (VDG Law). After graduating with a bachelor’s degree from the University of California, Berkeley, Ms. Green earned her Juris Doctor from the University of San Francisco School of Law. She was certified as a contract advisor by the National Football League Players Association in 2009. Ms. Green went on to receive her Masters of Law (LLM) in Taxation in 2014 from Golden Gate University Law School, as well as her Certificate in Estate Planning and Certification in Mediation.

    As a legal professional, this Oakland native gained experience by working for a premiere international law firm, Orrick Herrington & Sutcliffe, in the practice area of securities litigation. In addition, Ms. Green worked in the mutual funds contracts department at one of the largest and most recognized investment firms, Charles Schwab & Co., Inc. Ms. Green also worked under the General Counsel at Robert Half International Inc., drafting and negotiating employment contracts for 15 states and 8 lines of Business.

    Ms. Green has been recognized by Super Lawyers as being one of the top attorneys in Northern California, under age 40 or in practice for 10 years or less for the past 4 years (2013-2016). Ms. Green was awarded The Innovator Award by Powerful Women of the Bay Area in 2015, in addition to receiving recognition as a 2015 & 2016 Top 100 Lawyer by the National Black Lawyers Association.

    In 2014, Ms. Green began teaching as an Adjunct Professor at the University of San Francisco School of Law, teaching Elder Law. Ms. Green founded a non-profit organization in 2014, The Estate and Retirement planning Specialists, focusing on educating the public on important issues such as Estate Planning, Probate, Elder Abuse Prevention and Detection and Trust Administration. The Estate and Retirement Planning Specialists host a yearly seminar, the Estate and Retirement Planning Summit, educating individuals on estate and retirement planning issues in Oakland, CA.

    Ms. Green is a member of a variety of professional organizations, including the State Bar of California Trusts and Estates Section, the East Bay Trusts and Estates Lawyers, Black Women Lawyers Association of Northern California and the Alameda Contra Costa Trial Lawyers Association. Ms. Green is also on the Executive Committee (Secretary) of the National Coalition of 100 Black Women, Oakland Bay Area Chapter.

    Contact

    Address: 1970 Broadway Suite 625 Oakland, CA 94612

    Phone: 510-832-0742

    Website: https://campbellgreenlaw.com/estate-planning-oakland/

    Campbell Green LLP

    The attorneys of Campbell Green LLP help families and individuals plan for the future with estate planning tools, including wills, financial powers of attorney, and advance health care directives. From our offices in Oakland, we are conveniently located to support clients throughout the San Francisco Bay Area.

    Documenting your wishes in an estate plan has many benefits:

    - You can indicate what you want to happen to your assets, including your home, savings accounts and family heirlooms.
    - You may nominate a legal guardian for your child(ren) in the event of your incapacity or death.
    - A trust can make the eventual transfer of your assets after death easier and less expensive for your loved ones. It may even be possible to avoid probate completely.
    - You can plan for incapacity by choosing who you want to handle your health care and financial affairs.

    We have helped individuals and families of all sizes and incomes create strong, forward-looking estate plans to meet these goals. We can help you determine what estate planning tools are best suited for you and ensure that these documents are written and executed properly.

    Our lawyers are well-known and respected by the legal community throughout the Bay Area because of our knowledge and skillful representation of clients. We are committed to helping you understand your estate planning options, and make the best choice for you and your family.

    Contact

    Address: 2033 N Main Street Suite 720 Walnut Creek, CA 94596

    Phone: 925-944-9700

    Website: https://www.brotherssmithlaw.com/about/

    Brothers Smith LLP

    Our goal is to resolve successfully the issues facing our clients as efficiently as possible. We approach each matter from the client’s perspective, always mindful that what businesses and individuals want are prompt and pragmatic solutions, without sacrificing quality or attention to detail. We recognize that a lawsuit can be an expensive, time-consuming distraction from your life and business. Thus, we strive to achieve successful outcomes for our clients without sacrifice to our commitment to the highest standards.

    Whether your needs involve negotiating and documenting your next big deal, managing your company’s current policies and procedures, planning for the future of your family or business, or resolving a dispute, we can help. Call us today to learn how we can help you.

    Each of our professionals has expertise in one or more practice areas. This versatility allows us to assign attorneys and support staff with knowledge and experience tailored to meet the needs of your case. Our litigation attorneys have extensive experience in all forms of dispute resolution, including mediation, arbitration and litigation.

    Contact

    Butzel Long

    The Oakland County estate planning lawyers at Butzel Long have vast experience in the creation of wills, revocable living trusts, medical powers of attorney, and durable powers of attorney for financial matters. The Oakland County estate planning attorneys develop sophisticated estate plans for extremely high net worth individuals and address the unique issues surrounding family and closely-held businesses. The firm also handles commonplace matters in addition to more complex matters that require special attention.

    Butzel Long’s in-depth understanding of the intricate tax and estate laws gives clients optimal and creative solutions during their personal and professional lifespan and following death. The Oakland County estate litigation attorneys can counsel fiduciaries during the administration of estates, trusts, guardianships, or conservatorships proceedings and can assist with tax compliance when preparing fiduciary income tax returns, federal gift and estate tax returns.

    An Oakland County probate attorney considers each client’s unique life circumstances when planning and developing an estate plan. Butzel Long assists clients in minimizing income taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Throughout the years, the team of Oakland County elder law planning attorneys have formed and implemented estate transfer tax plans, and have drafted revocable living trusts life insurance trusts generation-skipping and dynasty trusts grantor retained annuity trusts qualified personal residence trusts intentionally defective income trusts charitable remainder trusts and charitable lead trusts. The Oakland County estate planning attorneys have also created family limited partnerships, family limited liability companies, and private family foundations.

    The team of Oakland County estate planning lawyers provides meaningful counsel on corporate planning and charitable giving. Butzel Long’s attorneys address the unique issues of ownership transition, management, and distribution of assets for business owners after death. The Oakland County probate lawyers have considerable experience in charitable planning, IRA/retirement plans, international estate plans, special needs plans, providing guidance for implementing various tax advantaged trusts, and establishing private family foundations and public charities for clients looking to take a more active philanthropic role for themselves and their families.

    Contact

    Address: 1901 Harrison Street Suite 1500 Oakland, CA 94612

    Phone: 510-452-2133

    Website: https://www.laweastbay.com/

    Horton, West & Bowman LLP.

    Horton, West & Bowman LLP is a boutique law firm located in Uptown Oakland overlooking scenic Lake Merritt. We advise and assist clients with their estate planning, trust and probate administration, and business needs.

    Horton, West & Bowman LLP takes your privacy very seriously. The information provided on this website is general in nature and may not reflect the most current developments of the law. The information provided on this website is not, nor is it intended to be legal advice. All communications between our firm and our clients are protected by the attorney client communications privilege and will not be disclosed. Use of our website or contacting our firm through this site does not form the attorney-client relationship. Horton, West & Bowman LLP and its principals expressly disclaim all liability in respect to actions taken or not taken based on any or all of the contents of this website.

    Contact

    Address: 3873 Piedmont Ave. Suite 8, Oakland, CA 94611

    Phone: 415-944-9406

    Website: https://www.summeralllaw.com/

    Summer All Law

    An estate plan allows you to say who will inherit your assets and make other important decisions for you when you can’t speak for yourself. Putting your wishes in writing can save your family significant time and money. Our goal is to make the process of creating those documents (will, trust, etc.) as painless and straight-forward as possible. We offer a simple flat-fee billing structure and quick turnaround time. For most plans, clients are done in just one or two meetings for fees of $1,000 - $5,000. There are no recurring fees and clients are welcome to ask follow-up questions at any time.

    Losing a loved one is an overwhelming experience, we can help make the process of transferring that person’s assets to the right beneficiaries easier. We offer competitive probate pricing and flat-fee services for uncontested administrations. In addition, we also counsel on services to avoid the use of probate altogether through other legal tools such as Spousal Property Petitions and Heggstad Petitions. This process begins with you completed a simple intake form. Once we review it, we will let you know within 2 business days whether or not it makes sense for us to discuss representing you.

    We offer services tailored to the needs of our diverse clients and have extensive experience creating plans right for:

    - Families with international relatives
    - Same-sex couples, unmarried couples, and LGBTQI families and individuals
    - Beneficiaries who need extra help because of special needs, physical or mental disabilities, or advanced age
    - Specific religious or cultural inheritance traditions
    - Insurance-paid plans: ARAG, MetLaw (Hyatt), and LegalAccess (LegalEase, LegalGuard)

    It is our mission to create a warm and safe emotional space to discuss your unique circumstances and perspective. We are ready to help you understand the legal intricacies relevant to these situations and can propose solutions that work for you.

    Contact

    Address:

    Phone: 248-213-9514

    Website: https://www.brmmlaw.com/oakland-county/

    Barron, Rosenberg, Mayoras & Mayoras P.C

    At Barron, Rosenberg, Mayoras & Mayoras P.C., we understand that it can be an intimidating experience when you start making plans for your estate. That is why we are here to guide clients through any legal complications they encounter with the probate and estate planning process. Our law firm is backed by more than 90 years of collective legal experience, so you can count on our legal professionals to stand by your side and ensure your best interests are upheld. Get in touch with us today if you have questions regarding estate planning, probate, or elder law so we can review which options are suitable for your situation.

    Experience: Our seasoned lawyers have helped thousands of clients protect their assets and loved ones. With 40+ years of collective legal experience, we know how important it is to view each of our clients as an individual in need, not just a case number.

    Recognitions: The lawyers at Barron, Rosenberg, Mayoras & Mayoras P.C., are recognized as leaders in their field. Our lawyers have a stellar reputation and have written legal books, hosted lectures, and more.

    Clarity: We strive to simplify complex language for our clients so they have a clear understanding of the law and how it might impact their case.

    Compassion: Our lawyers take genuine pride in assisting our clients with their legal matters. That is why we are committed to our clients by delivering experienced legal guidance and compassionate moral support.

    The last thing you want to do is leave your family and loved ones wondering what to do about your affairs after you have passed away. If you’re worried that your family will be fighting over your property and assets when you die, then you need to consult with our team at Barron, Rosenberg, Mayoras & Mayoras P.C. so we can guide you through each step of creating a comprehensive estate plan.

    Contact

    Address: 630 San Ramon Valley Blvd Suite 100 Danville, CA 94526

    Phone: 925-837-0585

    Website: https://www.gagenmccoy.com/about/

    Gagen, McCoy, McMahon, Koss, Markowitz & Fanucci

    No matter what your legal need is, the attorney you choose to represent you has the greatest impact on the outcome of the case. The approach your California lawyer takes in your case has a great impact on the outcome you get in your case. This is why it is so important to make sure the attorney you choose meets the needs you have.

    Here at Gagen, McCoy, McMahon, Koss, Markowitz & Fanucci, we pride ourselves on the high-quality service we offer to our clients. We have a reputation for being the premier criminal defense firm in the Danville and St. Helena areas. The reputation we earned comes from the excellent service we offer to our clients for a reasonable fee. We believe that no matter what you are facing, it should not cost you everything to beat it.

    We have been serving our clients for more than 50 years. In those years, we have reached the best possible outcomes for our clients in many areas of law, including:

    - Business and contract law
    - Criminal defense
    - Education law
    - Intellectual Property
    - Litigation
    - Real estate and land use
    - Tax law
    - Trust and estate planning
    - Winery and vineyard law

    In the many years that we have been serving clients who need serious representation, we have come to know that each client comes to us with their own set of expectations and goals for their case. It is up to us to take the time needed to know how to provide you with the outcome you need for your best tomorrow.

    When you do not treat a legal matter with the severity it requires, it can cause you to regret your actions for years to come, if not the rest of your life. Let us give you the peace of mind knowing that you will get the best possible outcome in your case with us and our dedicated service.

    If you are ready to begin preparing your case, contact our office by calling our Danville office at 925-837-0585​ or our St. Helena office at 707-963-0909, or by emailing us here. Act today to schedule your initial consultation with an attorney you can trust to fight for you.

    Contact

    Address: 2875 Spring Creek Lane Walnut Creek, CA 94598

    Phone: 925-953-2024

    Website: https://dianalawgroup.com/about-diana-law-group/

    DiAna Law Group

    At the DiAna Law Group, our vision is to give our clients honest advice, diligent representation and to do so at the lowest cost possible while obtaining the best outcomes. When you find a good lawyer you can trust, it makes navigating through life safer and more prosperous. Our mission is to be the lawyer you can’t live without.

    How do we fulfill our mission?

    - We seek to be the best attorneys by constantly learning – this means you get knowledgable legal advice.
    - We place the clients interest first – this means we do what is best for you.
    - We are honest and trustworthy – this means you can trust the advice we give you.
    - We are diligent – this means we take care of your affairs.
    - When it’s time to fight, we are tenacious fighters and we fight for you.
    - We are reliable – this means you don’t have to worry about your case because we give you regular updates and call you back promptly.
    - We care – this means you will be treated like a person and not a file number.

    Contact

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