Gene Osofsky

Gene Osofsky

Attorney Profile

Top Rated Elder Law Attorney in Orinda, CA

Osofsky & Osofsky
 | 29 Orinda Way, # 569
Orinda, CA 94563
Phone: 510-247-2555
Fax: 510-247-0150
Selected To Super Lawyers: 2012 - 2021
Licensed Since: 1970
Practice Areas:
  • Elder Law (50%),
  • Estate Planning & Probate (50%)
    Attorney Profile

    Gene Osofsky, the founder of Osofsky Law, practices in the fields of elder law, trust administration, asset preservation, long-term care planning, estate planning, Medi-Cal planning, special-needs planning and similar areas. He realizes the challenges that seniors and their families in the Bay Area face when it comes to preparing for the future and enjoys helping them find solutions for their special legal concerns.

    After his graduation from the UCLA School of Law, Mr. Osofsky received his license to practice before the California Supreme Court and Federal Courts and, later, before the United States Supreme Court. For many years he was a  Certified Family Law Specialist under designation by the California Board of Legal Specialization, and in that capacity litigated numerous cases to judgment. He also belongs to a number of professional organizations, such as the National Academy of Elder Law Attorneys; the Estate Planning LRS panel of California Advocates for Nursing Home Reform; and the Estate Planning, Probate & Trust Section of the California State Bar.

    As a respected author in the legal field, Mr. Osofsky has co-authored "The Consumer's Guide to Medi-Cal Planning" and is a contributing author to the trusted legal resource "Planning, Drafting and Administration of Special Needs Trusts" a kind of bible on the subject for California attorneys. He also contributed to "The CPA's Guide to Long-Term Care Planning" and provided consultation for the book "Mom Minus Dad", which gives advice to adult children of widows and widowers. He often speaks on the topics of elder and disability law and regularly participates in continuing education to stay abreast of the latest legal developments.  He authors a regular column on senior issues in two local newspapers.

    Mr. Osofsky is a former VISTA Volunteer and former volunteer making meals for the homeless at the Berkeley Men's Shelter. He has been honored with a community service award by the Northern California Chapter of the National Multiple Sclerosis Society, and has received the Wiley Manuel Award for Pro Bono Legal Services. He spends his free time reading nonfiction while exercising at the gym.

    White Papers

  • "The Consumer's Guide To Medi-Cal Planning". This Guide has been prepared for use by California consumers and their families, and is designed to present Medi-Cal planning in understandable language for the client community. It is intended as a primer and is replete with cartoons to illustrate the text. It is available free of charge via download from the author's website.

  • About Gene Osofsky

    Admitted: 1970, California

    Professional Webpage:


    • Community Service Award from the National Multiple Sclerosis Society (Northern California Chapter)
    • Phi Alpha Delta
    • Wiley Manual Award for Pro Bono Legal Services
    • "Boss of the Year" by the Southern Alameda County Legal Secretaries Association

    Special Licenses/Certifications:

    • [Former] Certified Specialist, Family Law, California Board of Legal Specialization. 1982--2013
    • Accredited Attorney, U.S. Department of Veterans' Affairs, 2008

    Bar/Professional Activity:

    • California, 1970
    • U.S. Court of Appeals 9th Circuit, 1970
    • Member, Estate Planning, Probate & Trust Section, California State Bar, 1997
    • U.S. District Court Central District of California, 1970
    • Member, National Academy of Elder Law Attorneys, 1997
    • American Bar Association, 1970
    • U.S. District Court Northern District of California, 1970
    • U.S. Supreme Court, 1977
    • Member, Estate Planning LRS panel of California Advocates For Nursing Home Reform, 1995

    Pro bono/Community Service:

    • Community Service Award by the Northern California Chapter, National Multiple Sclerosis Society, for past service to the society for work in its pro bono clinical program, educational outreach, etc. Active past participant, Berkeley Men's Shelter, supervising community service by students of local high school in preparing and serving meals to homeless men in the Berkeley area, with the assistance of attorney's son, the organizer of the program.  
    • Law Clinic, National MS Society, 2000 - 2003
    • Attorney authors bi-weekly articles on senior topics for two local newspapers, the Castro Valley Forum and the San Leandro Times.  Selected articles are available for viewing as Articles and Blogs on our website at: 
    • Berkeley Men's Shelter (prepare/serve meals), 1999 - 2001
    • Former VISTA Volunteer, Veterans Benefit Institute of Chicago

    Scholarly Lectures/Writings:

    • Contributing Author, Planning, Drafting and Administration of Special Needs Trusts
    • Medi-Cal Planning For Long Term Care, Hayward Lawyers Club, March 23, 2004
    • Dividing The Family Home, Legal Secretaries Association
    • A treatment of the proposed regulatory changes announced by the Department of Veterans Affairs. The article is addressed to Elder Law Attorneys who include VA Pension Benefits planning as part of their practice., Author, Proposed VA Asset Transfer Regulations Will Change Our Approach To Planning, Legal Network News, California Advocates For Nursing Home Reform, 2015
    • Co-Author, Ch. 4, "Family Law Issues in Planning for Persons with Disabilities".  This chapter advises  California attorneys who works with person(s) with a disability concerning how marriage, divorce, domestic partnerships, child support, spousal support, and the characterization of property may affect the beneficiary's public benefits.  Chapter 4 is part of a two-volume treatise which has received national and international acclaim and is one of the leading references used by California attorneys who draft, plan and administer Special Needs Trust for persons with disabilities., Co-Author (with 21 Others), Special Needs Trusts, Planning, Drafting & Administration, California Continuing Education of the Bar (, 2009
    • Contributor, The CPA's Guide To Long-Term Care Planning
    • "Protecting Marital Assets From Recovery Using the "SPA" To Solve A Tax Problem For The Non-Citizen Spouse".  The article addresses the special problem of Medi-Cal planning for the Non-Citizen spouse and suggests the use of the Special Power of Appointment to both shield marital assets from Medi-Cal recovery and solve an associated tax dilemma for the non-citizen spouse. Published in  the Legal Network News of California Advocates For Nursing Home Reform, Fall 2010., Author, Published By California Advocates For Nursing Home Reform, “Legal Network News” , Volume 20, No. 3, Fall, 2009
    • "Those Darned Bypass Trusts:  What Do We Do With Them?".   Written for California Elder Law attorneys, this article examines the problem that the typical Bypass Trust poses for Medi-Cal planning, including eligibility for the surviving spouse and estate exposure to post-death recovery.  Published in the Legal Network News of the California Advocates For Nursing Home Reform, Summer, 2012., Author
    • Co-author, Consumer's Guide To Medi-Cal Planning, 2005
    • Speaker, Bay Area on Elder Law, Disability Law


    • An excerpt from a live, video presentation given by Gene L. Osofsky to a senior group about Long Term Care Estate Planning. The presenter discusses integrating planning for long term care into the more traditional estate planning: the former plans for long term care, while the latter only plans for death.  The presentation discusses available government assistance through the Medi-Cal program and the Veterans Pension program for those who have served during a period of war.


    • Monthly newsletter sent out via e-mail on a monthly basis to clients and friends of the firm. Access to past issues is available on the firm's website.  The newsletter focuses on topics of interest to seniors and their families., Elder Law News

    Educational Background:

    • University of California, Berkeley, A.B in Economics, 1966, 1966
    • UCLA School of Law. J.D. Awarded, 1969

    Industry Groups

    • Seniors And Their Families
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    Office Location for Gene Osofsky

    29 Orinda Way
    # 569
    Orinda, CA 94563

    Gene Osofsky:

    Last Updated: 3/17/2021

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