Are you looking for a good Estate Attorney in the Montclair Village, Oakland, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, or Walnut Creek area to help create your California Living Trust?
Our Montclair Village Estate Planning office is headed by attorneys Jim Cunningham and Conner Clemons, and serves clients throughout the greater Oakland, California area.
Here you can access CunninghamLegal’s complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, and much more.
You Really Do Need a Specialist
It’s not easy choosing a Living Trust attorney—or at least, it shouldn’t be.
Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise. Often, lawyers handle estate plans as a small sideline, and just don’t have the time to keep up with ever-shifting California inheritance or “Death Tax” laws, and even less with federal inheritance tax shifts.
Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs. So many changes in estate law came in the years 2014, 2017, 2019, and especially 2020 which should trigger a re-think of everyone’s estate plan.
Our office represents families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets.
That’s why every attorney in our practice spends serious time each month on professional development—attending webinars and seminars when they aren’t giving webinars and seminars.
If you’ve searched “living trust attorney near me,” then you’ve made a start, but you aren’t done looking and thinking about this. And please, don’t rely on some online trust mill. A Living Trust is way too important for a robot, and every trust requires personal customization, no matter how simple you may imagine your situation to be.
Transitioning the Howard Neal Legacy in Oakland Hills
The CunninghamLegal Oakland Hills office recently assumed responsibility for the work of retiring attorney Howard Neal & Associates, and we are still located at the same address: 6200 Antioch Street, Suite 202, Oakland, California 9461.
Estate Planning creates a solemn, vital agreement which must move from generation to generation. At CunninghamLegal, we accept that charge with the utmost consideration and care. As Howard Neal begins to step back from his long-respected work in estate planning, I am deeply honored that he has chosen to entrust the clients of Howard Neal & Associates to CunninghamLegal. Howard will continue to be Of Counsel at CunninghamLegal for 2021, and we work closely with him to ensure a smooth and seamless transition. You can learn more about the Neal Law transition here.
About Oakland Estate Attorney James L. Cunningham, Jr
Jim Cunningham is the founder and president of CunninghamLegal, the bestselling author of the book Savvy Estate Planning, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction. He is a frequent speaker on estate planning topics, and serves as lead attorney for the entire CunnninghamLegal team.
Jim’s professional memberships include: California State Bar, Ventura County Bar Association, El Dorado County Bar Association , WealthCounsel, National Academy of Elder Law Attorneys (NAELA), California Advocates for Nursing Care Reform (CANHR), Aircraft Owner’s and Pilot’s Association (AOPA), Vistage International and Capital City Trial Lawyer’s Association.
About Oakland Estate Attorney Conner Clemons
Conner Clemons is an experienced and dynamic attorney whose entire focus has become Estate Planning & Living Trusts. That means Conner helps people protect their assets, create a legacy, and make things easy for themselves and their loved ones.
It’s important that Conner’s background was in taxation. He has an LLM, which is a master’s in taxation law. In other words, besides getting through college and law school, he continued his education with yet another advanced degree in income tax, estate tax, gift tax, capital gains tax, and generation skipping transfer tax.
Conner digs deep, and finds great satisfaction in planning strategies that involve Roth IRAs, Roth Conversions, Proposition 13 preservation, and asset protection strategies; as well as avoiding, minimizing, and deferring capital gains taxes.
Local Matters, Too
Being local often matters a lot with an estate attorney.
Estate Planning is a personal relationship. And even as the world moves forward with attorney videoconferencing on Zoom and the like, I know you will always want someone with a local office for signings and paperwork.
Just as importantly, only a full-time estate attorney office in the Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, or Walnut Creek area will maintain the right estate-related contacts with local accountants and financial planners—they can and should work together for you.
What Do We Do?
The lawyers and staff at CunninghamLegal help people plan for some of the most difficult times in their lives, then provide guidance when those times come.
Our office has represented families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets. Many of our clients work with us right after they’ve gone through the loss of a loved one—a parent, a spouse, a sibling, a partner, a grandparent. We help to provide stability during such times, with the goal of guiding and protecting every client. That often includes Trust Administration, and helping new Trustees understand what to do after a death.
We always approach our work with ethics, knowledge, care, and caring.
Make sure your Last Will & Testament, your Living Will and Health Care Directive, Living Trust, Powers of Attorney, and Estate Plan are up-to-date with your current family situation and the latest laws. Make sure you protect yourself as a trustee.
We look forward to working with you! Make an appointment to meet with CunninghamLegal Oakland for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (510) 339-0233, or book an appointment online.