James J. Phillips

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Pleasanton, CA

Law Offices of Phillips & Phillips, A Professional Corporation
 | 4900 Hopyard Road, Suite 260
Pleasanton, CA 94588
Phone: 866-549-5220
Fax: 925-463-8656
Selected To Super Lawyers: 2005 - 2019
Licensed Since: 1980
Practice Areas:
  • Estate Planning & Probate
Attorney Profile

Since 1990, James J. Phillips has been a certified specialist in probate, estate planning and trust law by the State Bar of California Board of Legal Specialization. He also has an LL.M. in tax. His firm serves Pleasanton, California, and the surrounding communities.

Mr. Phillips focuses his practice on assisting clients plan their estates, prepare necessary estate planning documents from wills to living trusts, including powers of attorney, irrevocable trusts, gifting plans and gift tax returns. Likewise, he represents fiduciaries responsible for managing the financial or personal affairs of others such as executors, administrators, trustees, conservators, guardians, agents and attorneys-in-fact. This includes matters subject to probate court supervision and matters not subject to court review.

Mr. Phillips has authored several publications on the subject of living trusts, wills, estate planning, tax considerations and probate law. He has also served as Judge Pro Tem, Alameda County Superior Courts, and was appointed by Alameda County Probate Court as special master, guardian ad litem, and personal representative in contested trust, probate, conservatorship and guardian cases.

On January 1, 2018, Mr. Phillips's daughter, Katelyn M. Phillips, joined the firm, which changed its name to Phillips & Phillips, A Professional Corporation.

 
Practice Areas
Lawyer Practice Area Pie Chart

Estate Planning & Probate (100%): Estate Planning, Guardianships & Conservatorships, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Focus Areas

Estate Planning, Guardianships & Conservatorships, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Selections

Selected to Super Lawyers for 15 yearsbottom-image

Super Lawyers: 2005 - 2019

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About James Phillips

Admitted: 1980, California

Professional Webpage: http://www.pleasantonestateplanninglawyer.com/bios.html

Honors/Awards:

  • AV Rated: Achieved the Highest Rating in Legal Ability and Ethical Standards by Martindale Hubbell Law Directory, and included in their Bar Register of Preeminent Lawyers annually since, 1995
  • First Place, 1979 David E. Snodgrass Moot Court Competition--Best Written Brief, Hastings College of Law, 1979

Special Licenses/Certifications:

  • Certified Specialist in Probate, Estate Planning and Trust Law by the State Bar of California Board of Legal Specialization, 1990

Bar/Professional Activity:

  • Member, Executive Committee, California State Bar's Association Estate Planning, Trust and Probate Law Section, 1991-1992
  • Former Director, Estate Planning Council of the East Bay
  • Judge Pro Tem, Alameda County Superior Courts
  • Former Member, Executive Committee of the Estate Planning, Trust and Probate Law Section of the Alameda County Bar Association
  • Member, National Association of Elder Law Attorneys
  • President, Eastern Alameda County Bar Association, 1990
  • Member, Estate Planning, Trust and Probate Section and Taxation Section of the State Bar of California and of Tri-Valley Business and Estate Planning Council
  • Appointed by Alameda County Probate Court as Special Master, Guardian Ad Litem, and Personal Representative in contested trust, probate, conservatorship, and guardian cases

Pro bono/Community Service:

  • Former Director, Castro Valley Arts Foundation
  • Member of Pleasanton, Livermore, Castro Valley Cambers of Commerce and Castro Valley Rotary Club
  • Former director, Tri-Valley Community Foundation
  • Former Director, Eden Area Foundation
  • Founder and Coach of Castro Valley Track Club. www.cvtrackclub.com Director of Eden Area Foundation.
  • Director Emeritus, California State University Hayward Educational Foundation, Inc.
  • Founder and coach of Castro Valley Track Club

Scholarly Lectures/Writings:

  • 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

Videos:

Educational Background:

  • Castro Valley High School, 1972
  • University of California at Davis, B.S., in Human Development, Magna Cum Laude, 1976
  • Golden Gate University School of Law, Master of Laws (LL.M.) in Taxation, 1988

Industry Groups

  • Conservatorship
  • Estate Planning
  • Estate Tax Planning
  • Gift Tax Planning
  • Probate
  • Trust Administration
  • Trust Planning
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Office Location for James J. Phillips

4900 Hopyard Road
Suite 260
Pleasanton, CA 94588

Phone: 866-549-5220

Fax: 925-463-8656

James J. Phillips:

Last Updated: 6/26/2019

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