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, Pleasanton, CA 94588
Phone: 866-549-5220
Fax: 925-463-8656
Selected To Super Lawyers: 2005 - 2020
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
    • 100%Estate Planning & Probate
    Focus Areas

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

    Selections

    Selected to Super Lawyers for 16 yearsbottom-image

    Super Lawyers: 2005 - 2020

    Certificates and Credentials

    California Board of Legal Specialization

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    To: James J. Phillips
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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
    Pleasanton, CA 94588

    Phone: 866-549-5220

    Fax: 925-463-8656

    James J. Phillips:

    Last Updated: 3/2/2020

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