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Carolyn Elizabeth Henel

Carolyn Elizabeth Henel

Practice areas:

Estate Planning, Trusts, Probate

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About Me

Carolyn E. Henel is a partner at Roisman Henel LLP.  She represents individuals in estate planning, probate and trust administration, family business planning and charitable giving.  In addition, she advises trustees, executors, and beneficiaries in the administration of decedents’ estates, preparation of estate tax returns, and the administration of revocable and irrevocable trusts.


Carolyn is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law.  She serves on the Alameda County Bar Association Volunteer Legal Services Corporation (VLSC) Board of Directors and is a former chair of the Estate Planning Committee of the Alameda County Bar Association.


Carolyn has been selected by her peers and the publishers of Law & Politics and San Francisco Magazine as one of Northern California’s “Super Lawyers” for twelve consecutive years from 2004 through 2015 and as one of the Top 50 Women Lawyers in Northern California in 2007, 2010, and 2011.  She was named one of “The Top 100 Attorneys in the United States” attending to affluent families by Worth Magazinein 2006 and 2007.  Carolyn has held an “AV” preeminent ranking from Martindale-Hubbell for over ten years.


Carolyn is a contributing author to CEB and speaks to professional groups on topics relating to trusts and estates.


 


Professional Background:


Roisman Henel LLP, Partner, May 2002 to present


Crosby, Heafey, Roach & May PC, Associate, October 1996 to May 2002


 


Education:


University of VirginiaSchool of Law, J.D., 1996


YaleUniversity, B.A., 1992


 


Professional Memberships:


State Bar of California, Trusts and Estates Section


East Bay Trusts & Estates Lawyers


Alameda County Bar Association

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Practice Areas

Licensed since 1996

  1. Trusts: 40%
  2. Estate Planning: 40%
  3. Probate: 20%

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Contact Info

Roisman Henel LLP

1999 Harrison Street Suite 1400
Oakland, CA, 94612

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License

StateStatusAcquiredUpdated
CAActive199605/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Super LawyerNorthern California Super Lawyers2013
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2013
Super LawyerNorthern California Super Lawyers2012
Top 50 Women LawyersNorthern California Super Lawyers2011
Super LawyerNorthern California Super Lawyers2011
Top 50 Women LawyersNorthern California Super Lawyers2010
Super LawyerNorthern California Super Lawyers2010
Super LawyerNorthern California Super Lawyers2009
Super LawyerNorthern California Super Lawyers2008
Top 50 Women LawyersNorthern California Super Lawyers2007
Super LawyerNorthern California Super Lawyers2007
Top 100 Attorneys - attending to affluent familiesWorth Magazine2007
Super LawyerNorthern California Super Lawyers2006
Top 100 Attorneys - attending to affluent familiesWorth Magazine2006
Super LawyerNorthern California Super Lawyers2005
Super LawyerNorthern California Super Lawyers2004
Top 100 Attorneys in the United States 2006, 2007Worth MagazineN/A

Work Experience

TitleCompany NameDuration
Managing PartnerRoisman Henel LLP2002 - Present
AssociateCrosby, Heafey, Roach & May PC1996 - 2002

Associations

Association NamePosition NameDuration
Alameda County Bar AssociationMemberN/A
State Bar of CaliforniaTrusts and Estates SectionN/A
East Bay Trusts and Estates LawyersMemberN/A
Alameda County Bar Association, Volunteer Legal Services Corporation (VLSC)Former Board of DirectorsN/A
Alameda County Bar Association, Estate Planning CommitteeFormer ChairN/A

Publications

Publication NameTitleDate
Continuing Education of the Bar (CEB)Complete Plans for Small and Mid-Size Estates2013

Education

School NameMajorDegreeGraduated
University of Virginia School of LawLawJD - Juris Doctor1996
Yale UniversityN/ABA - Bachelor of Arts1992

Speaking Engagements

Conference NameTitleDate
East Bay Trusts and Estates LawyersIrrevocable Life Insurance Trusts and IDGTs2012
East Bay Trusts and Estates LawyersPlanning for Children2012
East Bay Trusts and Estates LawyersReal Property Issues in Trust Administration2011
East Bay Estate Planning CouncilTrust Administration 1012011