|Award name||Grantor||Date granted|
|Laureate in Advanced Wealth Strategies||Southern California Institute||2009|
|Laureate in Wealth Strategies||Southern California Institute||2008|
|Attorney at Law||Thoits, Love, Hershberger & McLean , Love, Hershberger & McLean||2005 - 2006|
|Association name||Position name||Duration|
|President - Founding Member WealthCounsel - NorCal Forum||Co-President and Founder||2009 - Present|
|Southern California Institute||Fellow||2008 - Present|
|Silicon Valley Bar Association, Trusts and Estates Section||Member||2007 - Present|
|Palo Alto Area Bar Association||Member||2006 - Present|
|Young Tax Lawyers||Peninsula Chair||2005 - Present|
|San Mateo Bar Association, Trusts and Estate Section||Member||2005 - Present|
|WeathCounsel - Estate Planning Strategies - Collective Wisdom Proven Techniques||Wills||2009|
|The WealthCounsel Quarterly||Estate Planning Considerations for the Divorcing Client||2009|
|Continuing Education of the Bar (CEB)||Chapter 1: CA Advance Health Care Directives||2008|
|Golden Gate Law School||Taxation||LL.M - Master of Law||2004|
|UC Hastings COL||Law||Juris Doctor||1999|
|Univ of Chicago||Political Science||undergraduate||1996|
|Thursday Insights||Estate Planning||N/A|
Posted by AL I.
In 2010, I retained Ms. Alexandra Gadzo to complete a living
trust document for myself that included a request for several
nonstandard beneficiary clauses which met my specific family
needs. Ms. Gadzo was extremely detailed in explaining the
pros and cons of my nonstandard beneficiary clause requests,
before including the nonstandard beneficiary clause language
as part of the final living trust document. Her honest legal risk
assessment was *GREATLY* appreciated. As a result, in late 2012,
I again retained Ms. Gadzo to modify my existing living trust
document to accommodate a planned 2013 marriage. Among
the needed amendments was my request that some
nonstandard "life estate interest" language be added. Once
again, Ms. Gadzo researched the best legal way to achieve my
desired result. She spent considerable time explaining the legal
risk pros and cons, before making the requested changes and
completing the amended living trust document.
Ms. Gadzo is the consummate legal professional. She accepts
traditional clients and employer provided "cafeteria style" legal
services clients, yet treats everyone the exact same way. Even
more important, her office is **NOT** a "legal factory mill"
churning out standard legal results just to keep the monthly
cash flow going. Ms. Gadzo listens to your legal needs and
works extremely hard to satisfy every legally possible request.
I highly recommend Ms. Gadzo for all of your living trust and
estate planning legal needs. She is extremely fair and works
really hard to get the job done right!
Posted by Patricia
We have worked with Ms. Gadzo for the past several years for our estate planning needs. We recently had a situation where we had an unexpected and urgent matter regarding the sale of residential property in our family trust. Alexandra was exceptionally prompt and helpful which allowed us to proceed with this transaction in a timely manner.
We have found her to be skilled at translating complex legal issues to those that are easier for the non-lawyer to understand; these include updates in the law that are relevant to our particular estate planning needs. Alexandra is also experienced in both taxation and real estate which we have found most advantageous concerning our estate planning strategy.
We recommend her without reservation.
Posted by anonymous
We had a very complicated case. We felt very confident with her knowledge and expertise in her creating our living trust/ will. Well done and very thorough. Her entire staff, especially Margie, was very professional and well informed. Overall we would highly recommend her office for estate planning/ trust and will.
Marc Selden, Estate planning Attorney
Relationship: Fellow lawyer in community
I endorse this lawyer's work. I have known Alexandra for the past couple of years through the Laureate Program - professionals working collaboratively on holistic plans for affluent families - where I am a resident faculty member. Alexandra is a bright, experienced and compassionate attorney in the Estate Planning field. I am pleased to call her a colleague and a friend.
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