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California Lawyers in Santa Clara, California

Board Certified Specialists in Estate Planning, Trust and Probate Law by State Bar of California

CBLS Board Certification in Estate Planning, Trust and Probate Law - Lawyers certified in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization have demonstrated substantial involvement in this area of practice.


The CBLS defines the term "estate planning, trust and probate law" as the practice of law dealing with:


  • "the creation, protection and disposition of a client's assets, during life and upon and after death, in accordance with the client's expressed desires;

  • the tax and family relationship consequences of the client's acts and desires;

  • the preparation of wills, trusts and other documents to carry out the client's desires;

  • the administration of estates and trusts (such as necessary court or non-court procedures; tax reporting, payment of tax and tax audits; and management and transfer of assets); and

  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity."
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Geoffrey Weldon Phillips

Geoffrey Weldon Phillips
5595 Winfield Blvd # 204
San Jose, CA 95123
Licensed for 39 years, Geoffrey Weldon Phillips is a Estate and Probate Law and Wills lawyer who attended Santa Clara University School of ... read more >

Margaret Rockwell Roisman

Margaret Rockwell Roisman
1999 Harrison St # 1400
Oakland, CA 94612
Licensed for 44 years, Margaret Rockwell Roisman is a Estate and Probate Law and Trusts lawyer who attended UC Berkeley School of Law... read more >

Scott Darby Ross

Scott Darby Ross
800 Oak Grove Ave Suite 250
Menlo Park, CA 94025
Licensed for 44 years, Scott Darby Ross is a Estate and Probate Law and Trusts lawyer who attended Stanford Law School... read more >

Judith Y Tang

Judith Y Tang
1111 Broadway Ste 2400
Oakland, CA 94607
Licensed for 31 years, Judith Y Tang is a Estate and Probate Law and Trusts lawyer who attended UC Hastings College of the Law... read more >

Jennifer Lee Thaete

Jennifer Lee Thaete
2600 Kitty Hawk Rd Ste 108
Livermore, CA 94551
Licensed for 26 years, Jennifer Lee Thaete is a Estate and Probate Law and Real Estate Law lawyer who attended Cecil C. Humphreys School of... read more >

Carol Elias Zolla

Carol Elias Zolla
16450 Los Gatos Blvd Ste 209
Los Gatos, CA 95032
Licensed for 30 years, Carol Elias Zolla is a Estate and Probate Law and Trusts lawyer who attended UCLA School of Law... read more >

Janis Ann Carney

Janis Ann Carney
19100 Cox Ave A
Saratoga, CA 95070
Licensed for 36 years, Janis Ann Carney is a Elder Law and Probate lawyer who attended Santa Clara University School of Law... read more >

Heather L Boshears

Heather L Boshears
60 S Market St # 1400
San Jose, CA 95113
Licensed for 16 years, Heather L Boshears is a Wills and Trusts lawyer who attended University of San Francisco School of Law... read more >

Emilie Manning Calhoun

Emilie Manning Calhoun
1109 Vicente St Ste 104
San Francisco, CA 94116
Licensed for 39 years, Emilie Manning Calhoun is a Wills and Trusts lawyer who attended UC Davis School of Law... read more >

Phillip Scott Campbell

Phillip Scott Campbell
1970 Broadway # 625
Oakland, CA 94612
Licensed for 29 years, Phillip Scott Campbell is a Wills and Trusts lawyer who attended Vermont Law School... read more >

Nina C Decker

Nina C Decker
280 2nd St #100
Los Altos, CA 94022
Licensed for 14 years, Nina C Decker is a Wills and Trusts lawyer who attended Santa Clara University School of Law... read more >

Jerome Oscar Galli

Jerome Oscar Galli
889 N San Antonio Rd Suite 100
Los Altos, CA 94022
Licensed for 29 years, Jerome Oscar Galli is a Wills and Trusts lawyer who attended Columbus School of Law - The Catholic University of Ame... read more >

Nazar A Ghosseiri

Nazar A Ghosseiri
177 Bovet Rd # 600
San Mateo, CA 94402
Licensed for 16 years, Nazar A Ghosseiri is a Wills and Trusts lawyer who attended University of San Francisco School of Law... read more >

Mercy Leona Hall

Mercy Leona Hall
354 Pine St 7th Fl
San Francisco, CA 94104
Licensed for 17 years, Mercy Leona Hall is a Wills and Trusts lawyer who attended UC Hastings College of the Law... read more >

Charlotte Kiyomi Ito

Charlotte Kiyomi Ito
220 Montgomery St Ste 1047
San Francisco, CA 94104
Licensed for 43 years, Charlotte Kiyomi Ito is a Wills and Trusts lawyer who attended UC Hastings College of the Law... read more >

Roxanne Tam Jen

Roxanne Tam Jen
2070 Pioneer Ct
San Mateo, CA 94403
Licensed for 16 years, Roxanne Tam Jen is a Trusts and Business Law lawyer who attended Seattle University School of Law... read more >

Elijah Michael Keyes

Elijah Michael Keyes
500 E Calaveras Blvd Suite 323
Milpitas, CA 95035
Licensed for 17 years, Elijah Michael Keyes is a Elder Law and Tax Law lawyer who attended Golden Gate University School of Law... read more >

Christine M Kouvaris

Christine M Kouvaris
2542 S Bascom Ave suite 295
Campbell, CA 95008
Licensed for 21 years, Christine M Kouvaris is a Wills and Trusts lawyer who attended Santa Clara University School of Law... read more >

Mary Hsiao-Mei Lin

Mary Hsiao-Mei Lin
Bay Wealth Legal Group, LLP
909 Laurel St
San Carlos, CA 94070
Licensed for 24 years, Mary Hsiao-Mei Lin is a Wills and Trusts lawyer who attended Harvard Law School... read more >

Tisa Marie Pedersen

Tisa Marie Pedersen
400 Main St Ste 250
Los Altos, CA 94022
Licensed for 19 years, Tisa Marie Pedersen is a Wills and Trusts lawyer who attended Santa Clara University School of Law... read more >

Jay Gordon Roadarmel

Jay Gordon Roadarmel
1811 Santa Rita Rd Ste 207
Pleasanton, CA 94566
Licensed for 12 years, Jay Gordon Roadarmel is a Wills and Trusts lawyer who attended UC Davis School of Law... read more >

Matthew Mir Shafae

Matthew Mir Shafae
1500 Old County Rd
Belmont, CA 94002
Licensed for 18 years, Matthew Mir Shafae is a Wills and Trusts lawyer who attended Golden Gate University School of Law... read more >

Amanda Lisa Sinclair

Amanda Lisa Sinclair
18 Crow Canyon Ct Ste 380
San Ramon, CA 94583
Licensed for 29 years, Amanda Lisa Sinclair is a Trusts and Wills lawyer who attended UC Hastings College of the Law... read more >

Sheri Lynn Sudweeks

Sheri Lynn Sudweeks
200 S Santa Cruz Ave Ste 100
Los Gatos, CA 95030
Licensed for 25 years, Sheri Lynn Sudweeks is a Wills and Trusts lawyer who attended Lincoln Law Sch of San Jose... read more >

James Monroe Allen

James Monroe Allen
Leland Parachini et al LLP
199 Fremont St 21FL
San Francisco, CA 94105
Licensed for 54 years, James Monroe Allen is a Estate and Probate Law and Tax Law lawyer who attended UC Hastings College of the Law... read more >

Brandi Parker Chavin

Brandi Parker Chavin
Friedman McCubbin Law Group LLP
425 California St # 25
San Francisco, CA 94104
Licensed for 26 years, Brandi Parker Chavin is a Estate and Probate Law and Wills lawyer who attended UC Hastings College of the Law... read more >

James Patrick Cilley

James Patrick Cilley
Temmerman Cilley & Kohlmann LLP
2502 Stevens Creek Blvd
San Jose, CA 95128
Licensed for 33 years, James Patrick Cilley is a Estate and Probate Law and Trusts lawyer who attended McGeorge School of Law - University ... read more >

Martha Leonard Daetwyler

Martha Leonard Daetwyler
Leland Parachini et al LLP
199 Fremont St 21FL
San Francisco, CA 94105
Licensed for 36 years, Martha Leonard Daetwyler is a Estate and Probate Law and Wills lawyer who attended Univ of Virginia School of Law C... read more >

John Crandall Foster

John Crandall Foster
Rusconi Foster et al
30 Keystone Ave
Morgan Hill, CA 95037
Licensed for 31 years, John Crandall Foster is a Estate and Probate Law and Wills lawyer who attended McGeorge School of Law - University o... read more >

Jennifer Halise Friedman

Jennifer Halise Friedman
Jorgenson Siegel et al
1100 Alma St Ste 210
Menlo Park, CA 94025
Licensed for 28 years, Jennifer Halise Friedman is a Estate and Probate Law and Wills lawyer who attended UC Berkeley School of Law... read more >

Jeffery Baer Levi

Jeffery Baer Levi
Wendel Rosen Black & Dean LLP
1111 Broadway Ste 2400
Oakland, CA 94607
Licensed for 26 years, Jeffery Baer Levi is a Estate and Probate Law and Wills lawyer who attended University of San Francisco School of La... read more >

Roderick Donald McNeil

Roderick Donald McNeil
Ferrari Ottoboni Caputo & Wunderling LLP
333 W Santa Clara St # 700
San Jose, CA 95113
Licensed for 64 years, Roderick Donald McNeil is a Estate and Probate Law and Wills lawyer who attended Harvard Law School... read more >

J Virginia Peiser

J Virginia Peiser
Archer Norris
571 Hartz Ave
Danville, CA 94526
Licensed for 51 years, J Virginia Peiser is a Estate and Probate Law and Tax Law lawyer who attended UC Hastings College of the Law... read more >

Lynn Margaret Sherrell

Lynn Margaret Sherrell
2141 Emerson St
Berkeley, CA 94705
Licensed for 43 years, Lynn Margaret Sherrell is a Estate and Probate Law and Trusts lawyer who attended Golden Gate University School of L... read more >

Alan Jack Silver

Alan Jack Silver
Kay & Merkle, LLP
100 The Embarcadero
San Francisco, CA 94107
Licensed for 49 years, Alan Jack Silver is a Estate and Probate Law and Wills lawyer who attended Golden Gate University School of Law... read more >

Victoria Tran Sood

Victoria Tran Sood
2225 E Bayshore Rd Ste 200
Palo Alto, CA 94303
Licensed for 26 years, Victoria Tran Sood is a Estate and Probate Law and Elder Law lawyer who attended University of Hawai'i at Manoa Will... read more >

Robert Eugene Temmerman Jr

Robert Eugene Temmerman Jr
Temmerman Cilley & Kohlmann LLP
2502 Stevens Creek Blvd
San Jose, CA 95128
Licensed for 46 years, Robert Eugene Temmerman Jr is a Estate and Probate Law and Wills lawyer who attended Santa Clara University School o... read more >

Christie Olsson Brush

Christie Olsson Brush
Wells Fargo Bank N.A.
555 California St
San Francisco, CA 94104
Licensed for 21 years, Christie Olsson Brush is a Wills and Trusts lawyer who attended Santa Clara University School of Law... read more >

Joy C Chang

Joy C Chang
Withers Bergman, LLP
505 Sansome St
San Francisco, CA 94111
Licensed for 21 years, Joy C Chang is a Wills and Trusts lawyer who attended UC Hastings College of the Law... read more >

Jenifer Karen Gardella

Jenifer Karen Gardella
Gardella & Gardella, APC
520 Warren St
Redwood City, CA 94063
Licensed for 37 years, Jenifer Karen Gardella is a Wills and Trusts lawyer who attended New York Law School... read more >

John Peter Harbour

John Peter Harbour
Law Office of J.P. Harbour, LL.M. (Tax)
1795 Union St Fl 3
San Francisco, CA 94123
Licensed for 22 years, John Peter Harbour is a Wills and Trusts lawyer who attended University of Washington School of Law... read more >

Bryan Douglas Kirk

Bryan Douglas Kirk
Fiduciary Trust International of Calif.
1 Franklin Pkwy
San Mateo, CA 94403
Licensed for 22 years, Bryan Douglas Kirk is a Trusts and Estate Planning lawyer who attended UC Berkeley School of Law... read more >

Constance Liu

Constance Liu
Hanson Bridgett LLP
425 Market St 26th Floor
San Francisco, CA 94105
Licensed for 17 years, Constance Liu is a Wills and Trusts lawyer who attended UCLA School of Law... read more >

David Y Oh

David Y Oh
Charles Schwab
3150 Crow Canyon Rd
San Ramon, CA 94583
Licensed for 18 years, David Y Oh is a Wills and Trusts lawyer who attended McGeorge School of Law - University of the Pacific... read more >

Jessica Lynn Rowe

Jessica Lynn Rowe
Aaron Riechert Carpol & Riffle
333 Twin Dolphin Dr # 350
Redwood City, CA 94065
Licensed for 19 years, Jessica Lynn Rowe is a Wills and Trusts lawyer who attended New England Law | Boston... read more >

Katherine Alexis West

Katherine Alexis West
McGlashan & Sarrail, P.C.
177 Bovet Rd # 600
San Mateo, CA 94402
Licensed for 13 years, Katherine Alexis West is a Wills and Trusts lawyer who attended Santa Clara University School of Law... read more >

Melissa Brooke Wilson

Melissa Brooke Wilson
Wendel, Rosen, Black & Dean LLP
1 Front St Suite 3200
San Francisco, CA 94111
Licensed for 16 years, Melissa Brooke Wilson is a Wills and Trusts lawyer who attended Beasley School of Law - Temple University... read more >

John Robert Braun

John Robert Braun
130 Kirkham St
San Francisco, CA 94122
Licensed for 51 years, John Robert Braun is a Estate and Probate Law and Wills lawyer who attended Golden Gate University School of Law... read more >

James Robert Cody

James Robert Cody
2475 Hanover St Ste 100
Palo Alto, CA 94304
Licensed for 44 years, James Robert Cody is a Estate and Probate Law and Wills lawyer who attended UC Hastings College of the Law... read more >

John Peter Golden

John Peter Golden
200 Page Mill Rd Ste 200
Palo Alto, CA 94306
Licensed for 48 years, John Peter Golden is a Estate and Probate Law and Commercial Real Estate Law lawyer who attended UC Hastings College... read more >
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About Board Certified Specialist in Estate Planning, Trust and Probate Law

Estate and Probate Law Certification

CBLS Board Certification in Estate Planning, Trust and Probate Law - Lawyers certified in Estate Planning, Trust and Probate Law with the State Bar of California Board of Legal Specialization have demonstrated substantial involvement in this area of practice.


The CBLS defines the term "estate planning, trust and probate law" as the practice of law dealing with:


  • "the creation, protection and disposition of a client's assets, during life and upon and after death, in accordance with the client's expressed desires;

  • the tax and family relationship consequences of the client's acts and desires;

  • the preparation of wills, trusts and other documents to carry out the client's desires;

  • the administration of estates and trusts (such as necessary court or non-court procedures; tax reporting, payment of tax and tax audits; and management and transfer of assets); and

  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity."


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