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Certified Specialist in Probate, Estate Planning and Trust Law in the San Francisco Bay Area - James J. Phillips - Phillips Law Offices

 

Certified Specialist in Probate, Estate Planning and Trust Law in the
San Francisco Bay Area

James J. Phillips - Phillips Law Offices 

Top-Rated Estate Planning in San Francisco Bay Area California

with Offices in Pleasanton CA and Castro Valley, CA

A Professional Corporation with Over 30-Years Experience
The Castro Valley/Eden Area of Commerce is thrilled to announce James J. Phillips has Achieved the highest rating in legal ability and ethical standards by Martindale Hubbell Law Directory and is included in its Bar Register of Preeminent Lawyers annually since 1995.

Phillips Law Offices (510) 886-2120 / (925) 463-1980
https://www.pleasantonestateplanninglawyer.com/
 
Super Lawyers: Awarded Northern California Super Lawyers since 2005.



 
YouTube Video – Jim's Introduction: CLICK HERE 
 
 
Estate and trust planning 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 how inheritance is to be left for intended beneficiaries varies from person to person.
At Phillips Law Offices, our goal is to help you understand your various estate planning options to make informed decisions about how your wishes should be carried out if you become ill or die. This includes all forms of trust provisions for your intended beneficiaries and planning to avoid probate and save estate tax, property tax, and income tax.
We represent fiduciaries responsible for managing the financial or personal affairs, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact.
 
 
Education: Golden Gate University of Law (Master of Laws (LL.M) in Taxation, 1988. The University of California, Hastings College of the Law, University of California (Juris Doctor, 1980; First Place, 1979 David E. Snodgrass Moot Court Competition - Best Written Brief); the University of California at Davis (Bachelor of Science in Human Development, with high honors, 1976); Castro Valley High School (1972).
Professional Memberships: 1991-1992 Member of the Executive Committee of California State Bar's Estate Planning, Trust and Probate Law Section. 1990 President of the Eastern Alameda Bar Association. Former member of the Executive Committee of the Estate Planning, Trust and Probate Law Section of the Alameda County Bar Association. Former director of the Estate Planning Council of the East Bay. Member of Estate Planning, Trust and Probate Section and Taxation Section of the State Bar of California and current director of Tri-Valley Estate Planning Council. Member of National Association of Elder Law Attorneys.
Publications: Author: "Tax Comparison of Living Trusts and Wills," Fundamentals of Estate Planning, CEB and the State Bar Estate Planning, Trust, and Probate Law Section Program (April 1991); "Tax Considerations in Comparing Living Trusts and Wills," Drafting Wills and Related Estate Planning Documents, CEB and the State Bar Estate Planning, Trust and Probate Law Section Program (April/May 1990); "Taxes and Living Trusts," California Lawyer (February 1989); "Federal Income Tax Differences between Living Trust Administration and Probate Administration," Tax Exchange (November 1988).
Probate Court Appointments: Served as Judge Pro Tem, Alameda County Superior Courts. Appointed by Alameda County Probate Court as Special Master, Guardian Ad Litem, and Personal Representative in contested trust, probate, conservatorship, and guardian cases.
Prior Employment: Existing firm established in Pleasanton in 1989. Of Counsel to Varni, Fraser, Hartwell & Rogers in Pleasanton from 1989 to 1992. An attorney with Smith, Entire & Scott in Pleasanton from 1983 to 1989. Attorney in Hayward from 1980 to 1983.
Community Involvement: Director of Castro Valley/Eden Area Chamber of Commerce. Former director of Castro Valley Arts Foundation. Director Emeritus of California State University Hayward Educational Foundation, Inc. and Eden Area Foundation. Member of Pleasanton, Livermore, and Castro Valley/Eden Area Chambers of Commerce and Castro Valley Rotary Club. Founder and coach of Castro Valley Track Club.
Personal: Native to Castro Valley, California. Son of Alameda County Superior Court Judge George W. Phillips, Jr. served from 1964-1980. He is married with two children.
 
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 San Leandro , Alameda, Hayward Castro Valley , Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, as well as Alameda and Contra Costa Counties, and the San Francisco Bay Area.

Top-Rated Attorney in the Bay Area CA
#bestattorney  #topratedattorneys  #castrovalley  #pleasanton

https://youtu.be/FrrxYUoG7o4
 

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