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James Jackson Phillips
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James Jackson Phillips

also known as James J. Phillips

Practice areas:

Trusts, Probate, Estate Planning

About Me

I have been a certified specialist in Probate, Estate Planning and Trust Law by The State Bar of California Board of Legal Specialization since inception of State certification program in 1990. LL.M. degree in taxation.

My law practice is rated "av" (highest rating in legal ability and ethical standards) by Martindale Hubbell Law Directory, and has been included in their Bar Register of Preeminent Lawyers annually since 1995. Northern California Super Lawyer designation annually since 2005.

1991-1992 Member of the Executive Committee of California State Bar's Estate Planning, Trust and Probate Law Section. 1990 President of the Eastern Alameda County Bar Association.



Appointed by Alameda County Probate Court as Special Master, Guardian Ad Litem, and Personal Representative in contested trust, probate, conservatorship, and guardianship cases


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Photos and Videos

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Practice Areas

Licensed since 1980

  1. Trusts: 40%
    33 years
  2. Estate Planning: 30%
    33 years
  3. Probate: 30%
    33 years

Payment

Payment Types:

Check

Attorney Endorsements

4 total 

  • Robert Briant Jacobs

    I have known Jim Phillips for many years. He is highly experienced in his practice areas of Trust and Probate administration and Estate Planning. He is exceptionally focused on servicing his client's needs, and I have always found him to exemplify the highest degree of integrity.

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    Robert Jacobs Real Estate Attorney
    Relationship: Fellow lawyer in community

  • No photo

    Jim is an extremely competent, thorough and thoughtful trusts and estates attorney, with a wonderful staff.

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    Elizabeth Trutner Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

James J. Phillips A Professional Corporation

4900 Hopyard Road Suite 260
Pleasanton, CA, 94588

Jams J. Phillips, A Professional Corporation

1331 B Street, Suite 4
Hayward, CA, 94546

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Resume

License
StateStatusAcquiredUpdated
CAActive198005/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Friend of Education AwardThe Castro Valley Education Foundation2015
Super LawyerNorthern California Super Lawyers2014
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2014
Diablo MagazineSan Francisco East Bay Wealth Manager2013
Super LawyerNorthern California Super Lawyers2013
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
Diablo MagazineSan Francisco East Bay Wealth Manager2012
James J. PhillipsFive Star Professional Award2012
Circle of ExcellenceAmerican Registry Circle of Excellence2012
James J. PhillipsFive Star Professional Award2011
San Francisco East Bay Wealth ManagerDiablo Magazine2011
Super LawyerNorthern California Super Lawyers2010
Super LawyerNorthern California Super Lawyers2009
Super LawyerNorthern California Super Lawyers2008
Super LawyerNorthern California Super Lawyers2007
Super LawyerNorthern California Super Lawyers2006
David E. Snodgrass Moot Court: First Place Written BriefHastings College of the Law1980

Work Experience
TitleCompany NameDuration
Of CounselVarni, Fraser, Hartwell & Rodgers1989 - 1992
PresidentLaw Offices of James J. Philllips, A Professional Corporation1989 - Present
AttorneySmith, Etnire, Polson & Scott1983 - 1989

Associations
Association NamePosition NameDuration
Castro Valley Rotary ClubAffiliate Member2012 - Present
National Academy of Elder Law AttorneysMember2010 - Present
Castro Valley Track ClubCoach2001 - Present
Tri-Valley Estate Planning CouncilMember2000 - Present
State Bar of California, Trusts and Estates SectionExecutive Committee1991 - 1992
Eastern Alameda County Bar AssociationPresident1990 - 1991
State Bar of CaliforniaMember1980 - Present
East Bay Estate Planning CouncilDirectorN/A

Publications
Publication NameTitleDate
Blog on my web pageReviewing an existing estate plan2014
California Continuing Education of the Bar (CEB)Tax Comparison of Living Trusts and Wills1991
California Continuing Education of the Bar (CEB)Tax Considerations in Comparing Living Trusts and Wills1990
California Lawyer MagazineTaxes and Living Trusts1989
Tax ExchangeFederal Income Tax Differences Between Living Trust Administration and Probate Administration1988

Education
School NameMajorDegreeGraduated
Golden Gate University School of LawN/ALL.M - Master of Laws1988
University of California, Hastings College of the LawLawJD - Juris Doctor1980
University of California - DavisHuman Resource Mgmt Information SystemsBS - Bachelor of Science1976
Castro Valley High SchoolN/AHigh school1972

Speaking Engagements
Conference NameTitleDate
Samuel Merrit UniveristyEstate Planning2012