Ivette M. Santaella

Attorney Profile

Top Rated Estate Planning & Probate Attorney in San Ramon, CA

Santaella Legal Group, APC
111 Deerwood Road, Suite 200
San Ramon, CA 94583
Phone: 888-698-3951
Selected to Super Lawyers: 2021
Licensed Since: 1989
Practice Areas: Estate Planning & Probate (70%), Elder Law (30%)
Languages Spoken: English, Spanish
  • Free Consultation
Attorney Profile

"We Go Beyond the Law" is not just a slogan but the DNA of who I am and how I practice law.  I am compassionate and passionate about my clients and their needs and not only provide legal advice but am proactive to provide solutions to tangent issues.  Most importantly, I  listen and my staff and me are very responsive to our clients' needs.

Having lived through Alzheimer's with my own Mother, I understand not only the legal issues, but the emotions of seeing a loved one disintegrate before your eyes.  I also understand the importance, regardless of your income or assets, of establishing a solid estate plan. 

My clients and I continue communicating long after the estate plan is delivered since these are "living" documents and changes in their lives or the law will impact their estate plan.

I sit on the Board of Directors of the Ombudsman of Contra Costa, Solano and Alameda county where I can make a difference in the treatment of seniors in nursing homes.  

My firm believes in diversity and respecting people from diverse backgrounds and my prior firm, S & J, won a Diversity Award from the Contra Costa Bar Association.

I enjoy presenting at Chambers of Commerce, nursing homes or libraries on the importance of having an estate plan or Medi-Cal issues .  Many elderly people and their families are not familiar with Medi-Cal benefits and unfortunately veterans are not aware of VA - Aid and Attendance benefits.

There are families with special need loved ones who want the comfort of knowing that their loved one will be cared for after their passing.  In addition, for families who did not have an opportunity to prepare an estate plan, I assist with conservatorships and guardianships.

In addition, I enjoy volunteering at the Contra Costa Senior Legal Services providing legal guidance to elders and their families.

It is an honor and dream of mine to education - in Spanish and in English -   people of color on the importance of estate planning and benefits available for the elderly.

I have been practicing law for 30+ years and have never been happier than I am being an estate planner.  

 

About Ivette M. Santaella

Admitted: 1989, California

Professional Webpage: https://www.santaellalaw.com/attorney-profiles/ivette-santae...

Educational Background

  • JD - American College — Washington College of law, 1987
  • MBA University of California Irvine - Focus:  Information Technology, 1997

Bar/Professional Activity

  • CANHR, 2008
  • Contra Costa Bar Association, 2007
  • Califormia Bar Association, 1989

Special Licenses/Certifications

  • Chartered Special Needs Consultant  ChSNC from the American College for Financial Professionals. This is a special designation that I passed several courses on working with special needs families., 2011

Pro bono/Community Service

  • Contra Costa Senior Legal Services -- Volunteer \, 2016
  • Contra Costa Lawyer in the Library volunteer, 2016
  • Board of Director Member Ombudsman of Solano, Contra Costa and Alameda Counties, 2018

Transactions

  • Obtain Medi-Cal benefits for various families so that they could afford skilled nursing facilities., 2017
  • Represent large Hispanic business owners and assisted with their estate plans and succession planning, 2019

Honors/Awards

  • My prior firm, S & J, received an award for our diversity efforts in the legal profession., Diversity Award, Contra Costa County Bar Association, 2018

Verdicts/Settlements

  • Conservatorship of Marjorie Berberich    Contra Costa County, 2018

Representative Clients

  • Representation of various clients regarding Prop 19, 2021

Industry Groups

  • Families
  • Individuals
  • Medi-Cal
  • Small - Med Business Owners
  • Special Needs
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Office Location for Ivette M. Santaella

111 Deerwood Road
Suite 200
San Ramon, CA 94583

Last Updated: 7/15/2021

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