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Philip Sousa is a Partner at Jorgenson, Siegel, McClure & Flegel LLP and is certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Philip’s practice covers all areas of estate planning and estate and trust administration, including, estate, gift and generation-skipping transfer tax planning; family succession planning; living trust formation and administration; irrevocable trust planning; charitable planning; life insurance planning; intra-family transactions; wills; powers of attorney; beneficiary designations; and court proceedings for issues relating to trusts and estates.
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Chat withState: California
Acquired: 2011
No misconduct found
1100 Alma Street, Suite 210, Menlo Park, CA, 94025
9 Client Reviews
Showing 1 - 5 of 9 reviews
Posted by anonymous | February 20, 2017 | Hired Attorney | Estate Planning
Mother's family trust
Philip assisted us with the changes to the trust and power of attorney due my my mothers Alzheimer condition. He was very helpful and patient during this difficult time.
Posted by ronald d | November 11, 2016 | Hired Attorney
recommendation
He was very professional ,efficient & very easy with whom to communicate .
Posted by Domingo & Natividad | October 09, 2016 | Hired Attorney | Trusts
Create Family Trust
We met with Atty. Philip Sousa who explained to us the importance and advantages of creating a trust. We have talked with other trust attorneys before but when we met Atty. Sousa, we immediately trusted his knowledge and professionalism. He is friendly and courteous & was thorough in answering all o...
Posted by anonymous | July 28, 2016 | Hired Attorney | Trusts
Updated our Trust
We met with Mr. Sousa and he explained the advantages to updating our trust which was written a number of years ago. He explained everything to our satisfaction and we decided to do the update. A month later we signed all the papers and everything was explained to us in detail. We were very happy wit...
Posted by LINDA | January 05, 2016 | Trusts
professional and thorough
MY HUSBAND AND I RECENTLY MET WITH MR. SOUSA TO UPDATE OUR TRUST. HE WAS VERY THOROUGH IN EXPLAINING ALL OF THE CHANGES IN THE LAW THAT HAD BEEN MADE SINCE OUR ORIGINAL TRUST WAS PUT IN PLACE. HE REVIEWED OUR TRUST IN DETAIL AND SUGGESTED CHANGES MORE APPROPRIATE FOR OUR CURRENT SITUATION. ' WOUL...
"Philip is the type of attorney you can go to with any practical or technical question and he will know the answer. Philip is extremely knowledgeable about the ins and outs of estate planning and probate/trust administration, and can help any attorney or client out in a pinch. If you want a detailed-oriented, personable, knowledgeable attorney, Philip Sousa is your guy."
"I whole heartedly endorse Phillip. He is an extremely talented and knowledgeable lawyer who is passionate and dedicated to taking care of his clients needs. You cannot ask for a better lawyer when it comes to estate, wills and trusts."
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2016
Client Distinction Award, Martindale-Hubbell
2015
Client Distinction Award, Martindale-Hubbell
2009
Excellence for the Future Award, CALI
2022 - Present
Partner, Jorgenson, Siegel, McClure & Flegel LLP
2017 - 2022
Associate, Lakin Spears, LLP
2014 - 2017
Associate, Drobny Law Offices, Inc.
2012 - 2014
Associate, Geoffrey W. Phillips, ALC
2016 - Present
State Bar of California, Trusts and Estates SectionMember
2011 - Present
State Bar of CaliforniaMember
2014 - 2014
Silicon Valley Bar AssociationCo-chair of New Attorneys Round Table
2011
Juris Doctor (J.D.)
2005
B.A
2017
Estate Planning 101
2015
Estate Planning
2015
Estate Planning
English
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