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| Patrick R. Bartelmie, Attorney at Law at Patrick R. Bartelmie Attorney at Law |
| Address: 1276 Lincoln Ave., Suite 105, San Jose, CA 95125 |
| Practice:Estate Law; Business Law; Probate; Trusts and Estates; Estate Administration; Estate Planning; Family Wealth Transfer; Living Trusts; Trust Administration; Wills; Incorporation; Business Formation; Business Succession Planning; Business Transactions; Business Transfers; Buy-Sell Agreements; Buying and Selling of Businesses |
| Admitted:2010, State Bar of California |
| Law School:Golden Gate University School of Law (J.D., Dean's List; CALI Excellence Award for Professional Responsibility) |
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| Kimberly F. Whitfield, Senior Associate at Ropers, Majeski, Kohn & Bentley A Professional Corporation |
| Address: 50 West San Fernando Street, Suite 1400, San Jose, CA 95113 |
| Practice:Business and Commercial Litigation; Environmental; Product Liability; Toxic Tort; Corporate Governance/Partnership Disputes; Coverage; Directors & Officers; Premises Liability; Corporate Transactions; Insurance Services; Estate Planning & Wealth Management; Entertainment; Insurance; Retail; Professional Services; Manufacturing |
| Admitted:1995, California and Florida; USDC: Central District of California; U.S. Court of Appeals for the Ninth Circuit |
| Law School:Southwestern Law School, J.D., 1995 |
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| Sonia M. Agee, Partner at Ropers, Majeski, Kohn & Bentley A Professional Corporation |
| Address: 50 West San Fernando Street, Suite 1300, San Jose, CA 95113 |
| Practice:Taxation, Corporate Transactions, Corporate Governance/Partnership Disputes, Mergers & Acquisitions, International, Estate Planning & Wealth Management, Asset Protection, Non-Profit, Retail Industry Services, Wine, Beer & Spirits, Business, Retail |
| Admitted:California; USDC: Northern District of California; USDC: Central District of California; US Court of Appeals for the Ninth Circuit; US Tax Court; New York; Washington; Massachusetts; District of Columbia; 1994, New York; 1996, Washington; 1993, California; 1996, District of Columbia; 1994, Massachusetts; |
| Law School:Temple University, J.D., 1992; Golden Gate University, LL.M., Tax, with honors, 2001 |
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| Robert Paul Bergman, Attorney and Counselor at Law at Law Offices of Robert P. Bergman |
| Address: Dormay Building, 1777 Saratoga Ave., Ste. 208, San Jose, CA 95129 |
| Practice:Estate Planning, Probate, Trust Administration, Special Needs Planning, Estate Planning for Retirement Assets, Wills & Living Wills, Trusts & Estates, Wills & Probate, Trusts |
| Admitted:1980, California; 1981, U.S. District Court, Northern District of California and U.S. Tax Court; |
| Law School:Santa Clara Law School, Class of 1980, J.D. |
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| Robert G. Zelenka, Shareholder at Campbell, Warburton, Fitzsimmons, Smith, Mendell & Pastore A Professional Corporation |
| Address: 64 W. Santa Clara St., San Jose, CA 95113 |
| Practice:Taxation; Estate Planning; Trusts; Trust Administration; Business Transactions; Corporations; Partnerships; Limited Liability Companies; Real Estate; Probate |
| Admitted:1980, Washington (inactive); 1980, U.S. District Court, Western District of Washington; 1981, Idaho, U.S. District Court, District of Idaho and U.S. District Court, Eastern District of Washington; 1984, California and U.S. District Court, Northern District of California; 1985, U.S. Tax Court |
| Law School:Gonzaga University, J.D., cum laude, 1978; University of Florida, LL.M. in Taxation, 1982 |
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| John M. Daley, Member at Law Offices of John M. Daley |
| Address: 111 North Market Street, Suite 300, San Jose, CA 95113 |
| Practice:Business Litigation; Transportation; International Trade; Business Formation; Estate Planning |
| Admitted:1975, California; 2010, District of Columbia; Federal Circuit Court of Appeals; Ninth Circuit Court of Appeals; U.S. Court of International Trade; U.S. Court of Federal Claims; U.S. District Courts for the Northern, Eastern, Central and Southern Districts of California |
| Law School:University of Southern California School of Law, J.D., 1975 Order of the Coif, Third in Class |
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| Janice W. Fox, Of Counsel at Hoge, Fenton, Jones & Appel, Inc. |
| Address: 60 South Market Street, Suite 1400, San Jose, CA 95113 |
| Practice:Trust Administration; Trusts and Estates; Probate; Wills; Estate Planning; Family Wealth Transfer; Special Needs Trusts; Wealth Preservation |
| Admitted:1980, California |
| Law School:University of Santa Clara, J.D., magna cum laude, 1980 |
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| Andra Kay Cassen, Member at Law Office of Andra K. Cassen |
| Address: 1781 Braddock Court, San Jose, CA 95125 |
| Practice:Estate Planning; Trusts; Wills; Probate; Powers of Attorney; Contested Wills; Conservatorship |
| Admitted:1980, California |
| Law School:Lincoln University Law School, J.D., 1979 |
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| Erin N. Kolko, Associate at Temmerman, Cilley & Kohlmann, LLP |
| Address: 2502 Stevens Creek Boulevard, San Jose, CA 95128 |
| Practice:Trust Administration; Estate Administration; Trust Litigation; Estate Planning |
| Admitted:2006, California |
| Law School:Santa Clara University School of Law, J.D., 2006 |
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| Christine M. Kouvaris, Associate at Temmerman, Cilley & Kohlmann, LLP |
| Address: 2502 Stevens Creek Boulevard, San Jose, CA 95128 |
| Practice:Trust Administration; Estate Administration; Trust Litigation; Estate Planning |
| Admitted:2004, California |
| Law School:Santa Clara University School of Law, Juris Doctor, CALI Excellence for the Future Award in Children/the Law, 2004 |
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| Robert E. Temmerman, Jr., Managing Partner at Temmerman, Cilley & Kohlmann, LLP |
| Address: 2502 Stevens Creek Boulevard, San Jose, CA 95128 |
| Practice:Estate Planning; Incapacity Planning; Decedent Estate Administration; Estate Planning for Both Large and Moderate Estates; Family Wealth Preservation; Postmortem Trust Administration; Trust Reformations; Tax Planning; Federal Estate and Gift Tax Return Preparation; Complex Trust and Estate Accountings; Incapacity Planning and Conservatorships; Fiduciary Litigation; Mediation; Alternative Dispute Resolution; Trust and Estates |
| Admitted:1980, California; 1989, U.S. Court of Appeals, Ninth Circuit; 1997, U.S. Supreme Court |
| Law School:Santa Clara University, J.D., 1980 |
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| Henry W. Roux, Associate at Clayton & McEvoy, P.C. |
| Address: Comerica Building, 333 W. Santa Clara Street, Suite 950, San Jose, CA 95113 |
| Practice:Estate Planning, Trusts, Wills, Taxation, Business and Commercial, Nonprofit Law, Real Property Law, Construction Law, Land Use and Zoning, Administrative Law, Civil Litigation |
| Admitted:1976, California1976, U.S. District Court, Northern District of California1977, U.S. Court of Appeals, Ninth Circuit and U.S. Tax Court1980, U.S. District Court, Southern District of California1980, U.S. District Court, Eastern District of California2002, U.S. District Court, Central District of…
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1976, California; 1976, U.S. District Court, Northern District of California; 1977, U.S. Court of Appeals, Ninth Circuit and U.S. Tax Court; 1980, U.S. District Court, Southern District of California; 1980, U.S. District Court, Eastern District of California; 2002, U.S. District Court, Central District of California;
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| Law School:Santa Clara University School of Law, J.D., 1976 |
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| Forrest W. Hansen, Associate at Berliner Cohen |
| Address: Ten Almaden Boulevard, Eleventh Floor, San Jose, CA 95113 |
| Practice:Business Law; Tax Law; Estate Planning; Litigation |
| Admitted:2004, California |
| Law School:Santa Clara University School of Law, J.D., 2004 |
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| James P. Cashman, Managing Partner at Berliner Cohen |
| Address: Ten Almaden Boulevard, Eleventh Floor, San Jose, CA 95113 |
| Practice:Estate Planning |
| Admitted:1985, California, U.S. District Court, Northern District of California and U.S. Tax Court |
| Law School:Pepperdine University, School of Law, J .D., 1983; New York University, School of Law, LL.M., Taxation, 1984 |
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| Aaron B. Flinn, Associate at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Nonprofit and Charitable Organizations; Estate Planning; Trust Administration; Trust Litigation |
| Admitted:2005, Florida; 2006, California |
| Law School:University of Tennessee, J.D., 2004; University of Florida, LLM, Graduate Tax Scholar, 2005 |
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| John F. Hopkins, Of Counsel at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Taxation; Estate Planning Law; Estate Administration; Family Businesses; Corporate Law; Charitable Giving and Foundations; Real Estate; Like Kind Exchanges |
| Admitted:1957, California; 1958, U.S. Tax Court |
| Law School:Stanford University, J.D., 1957 |
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| Laurie-Ann Mei Inn Look, Of Counsel at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Estate Planning |
| Admitted:1994, California; 1995, Hawaii |
| Law School:Santa Clara University, J.D., 1994 |
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| Robert D. Wenzel, Of Counsel at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Taxation Law; Estate Planning Law |
| Admitted:1960, California and U.S. Tax Court |
| Law School:Stanford University, LL.B., 1959 |
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| Darin H. Donovan, Of Counsel at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Estate Planning |
| Admitted:1995, California |
| Law School:Boalt Hall School of Law, University of California, J.D., 1995 |
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| Richard J. Schachtili, Special Counsel at Hopkins & Carley A Law Corporation |
| Address: The Letitia Building 70 South First Street, San Jose, CA 95113 |
| Practice:Estate Planning |
| Admitted:1992, California |
| Law School:Hastings College of the Law, University of California, J.D., 1992 |