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Ivette M Santaella

Estate planning Attorney at San Ramon, CA

5.0   4 reviews

Licensed for 33 years

Virtual consultation available

About Ivette

Learn Ivette’s areas of practice.

4
Practice areas
  1. Estate planning
    45%
    Trusts Trust Administration Probates Wills Durable Power of Attorney Health Care Documents Living Wills Grant Deeds and PCORs

    24 years, 200 cases

  2. Elder law
    40%
    Conservatorships Guardianships Special Needs Nursing Home Advocate

    13 years, 50 cases

  3. Bankruptcy and debt
    10%
    Chapter 7 & 13

  4. Contracts and agreements
    5%
    All types of agreements

    29 years, 1,000 cases

Practicing law and developing good lasting relationships with my clients is very important to me.

 

I was originally in house counsel at various corporations -- Sun MS, HP, Symantec - doing corporate business law.

 

When I left inhouse practice to care for my Mother full time who had Alzheimer's, I realized that I wanted to educate people on the importance of planning for their golden years and for their family.

 

Due to the high costs of caring for a loved one with Alzheimer's, I became a long term care insurance specialist.  I then changed my law focus to estate planning and elder law.

 

In addition to my practice, I welcome the opportunity to educate the public on the importance of planning for their golden years .  I donate time to provide legal advice and education through the "Lawyers in the Library" program with my local bar association.

 

I now truly enjoy the practice of the law because I can see the results of the help I provide to my clients.

Silver Client Champion
Silver Client Champion

Martindale-Hubbel

Top Contributor 2022
Top Contributor

Avvo

Photos and videos

Licensed for 33 years
State CA
Status Active
Acquired 1989
Updated 09/15/2022

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

Contact Ivette

Santaella Legal Group, APC.
111 Deerwood Road
Suite 200
San Ramon, CA, 94583-4743

Reviews

5.0 / 5.0
  4 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by anonymous | June 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney
Ivette helped me with a series of complex issues involving different areas of estate planning and elder law. She continues to work with me to help manage our case as issues arise. She is an expert in her field and has helped us move mountains! I am so thankful for her help.
Posted by Robert | June 25, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Retired Restaurant Owner / operator
She is a very fine and talented Attorney. She gave me great and solid advice on my legal issue. I recommend Ivette. she was very professional.
Posted by Patricia | March 3, 2014
Client review
Ivette Santaella is very personable and makes the entire process of creating an estate plan much easier. What I appreciated most was her willingness to help me through the pre-work, answering questions and making sure I was clear on the language and terms of the trust. I value her as a knowledgeable attorney and someone I trust.
Read less
Posted by Rex Ramsey | May 10, 2013
Client Satisfaction
Always response to reviewing contracts and agreements providing solid information providing me the opportunity to make informed decisions on risk and terms.

Cost

Rates
  • Hourly Rates $ 380-385 per hour
  • Retainer Sometimes
Payment methods
Cash, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Managing Partner
  • Santaella & Jahangiri, LLP
  • 2018 - Present
  • Managing Partner
  • Blackwell & Santaella Legal Services, LLP
  • 2013 - Present
  • Business Advisor
  • Small Business Development Corporation [SBDC]
  • 2013 - 2013
  • Attorney at Law
  • Law Office of Ivette M. Santaella
  • 2010 - 2013
  • Senior Corporate Counsel
  • Symantec Corporation
  • 2006 - 2007
  • Senior Corporate Counsel
  • Sun Microsystems, Inc.
  • 2000 - 2004
  • Contract Attorney
  • Hewlett Packard Company
  • 1999 - 2000
View all work experience

Education

  • Community Board of San Francisco
  • Basic Mediation
  • 2018
  • American College
  • ChSNC
  • 2012
  • University of California at Irvine
  • MBA
  • 1998
  • American University, Washington College of Law
  • JD - Juris Doctor
  • 1987
  • Fordham Univ
  • BA - Bachelor of Arts
  • 1978
View all education

Associations

  • Collaborative Law
  • Member
  • 2019 - Present
  • Ombudsman of Contra Costa and Solano County
  • Board of Directors
  • 2018 - Present
  • National Association of Elder Law Attorneys
  • Member
  • 2016 - Present
  • Small Business Enterprise Certified
  • Member
  • 2014 - Present
  • CANHR
  • Member
  • 2014 - Present
  • Contra Costa Senior Legal Services
  • Volunteer Attorney
  • 2014 - Present
  • Minority Business Enterprise
  • Affiliate Member
  • 2014 - Present
  • East Bay Trust & Estates Lawyer
  • Member
  • 2013 - Present
  • ElderCounsel
  • Member
  • 2013 - Present
  • South Asian Bar Association of Northern California
  • 2012 - Present
  • Department of Veteran's Affairs
  • Attorney
  • 2011 - Present
  • Advisors Forum
  • 2011 - Present
  • Wealth Counsel
  • 2011 - Present
  • Lawyer in the Library
  • Attorney Member
  • 2010 - Present
  • La Raza Bar Association
  • 2010 - Present
  • Contra Costa County Bar Association, Solo Practice and Small Firm Section
  • 2010 - Present
  • Contra Costa County Hispanic Chamber of Commerice
  • 2008 - Present
  • State Bar of California
  • 1989 - Present
View all associations

Languages Spoken

  • Spanish

Awards

  • Practicing and endorsing diversity in the legal profession
  • Contra Costa Bar Association
  • 2019
  • Top Contributor
  • AVVO
  • 2014
  • Special Commendation
  • Sun Microsystems
  • 2003
  • HP Diamond Award for Excellence
  • Hewlett Packard
  • 1999
View all awards

Publications

  • Contra Costa County Bar Association Magazine
  • Using Social Media For Your Law Office
  • 2012

Speaking Engagements

  • Educating Seniors
  • Estate Planning and Elder Law
  • 2018
  • Saratoga Senior Center
  • Estate Planning & Elder Abuse
  • 2014
  • San Carlos Senior Center
  • Estate Planning & Elder Law
  • 2014
  • San Carlos Adult Community Center
  • Elder Law
  • 2014
  • North Berkeley Senior Center
  • Estate Planning
  • 2014
  • Elder Law Presentation
  • Social Security, Medicare
  • 2014
  • Danville Public Library
  • Elder Law & Estate Planning
  • 2014
  • Senior Friendship Day
  • Elder Financial Abuse
  • 2013
  • Education Series
  • Elder Law Issues
  • 2013
  • Education Series
  • Special Needs Trusts
  • 2013
  • Educating Seniors Project of State Bar of CA
  • Estate Planning Matters and Avoiding Estate Planning Abuses
  • 2013
  • East Bay Business Seminar: Advancing Manufacturing Companies
  • Business Law
  • 2013
  • Continuing Education
  • Estate Planning
  • 2013
  • Continuing Education
  • Estate Planning
  • 2013
  • Community Presentation
  • Avoiding Estate Planning Pitfalls
  • 2013
  • Community Event
  • Estate Planning & Elder Law
  • 2013
View all speaking engagements

Attorney endorsements

Received (65)
Given (61)
Estate planning Attorney | Nov 02
Relationship: Fellow lawyer in community
"I endorse this lawyer. Attorney Santaella provides a much needed service on Avvo. She donates her time to individuals who are in need of immediately legal answers."
Elder law Attorney | Mar 27
Relationship: Fellow lawyer in community
"I have had the opportunity to get to know Ms. Santaella through various attorney related events in Northern California. She cares deeply for the elderly and is able to help them with their legal needs. Ms. Santaella is also an expert in estate planning and speaks Spanish, a huge plus. I would not hesitate to refer a client to her."
Business Attorney | Mar 07
Relationship: Fellow lawyer in community
"I wholeheartedly endorse this lawyer. Ms. Santaella is a well-regarded and driven attorney who has provided exceptional legal representation to numerous clients throughout the U.S. With her extensive knowledge, broad experience and impressive professional skills, she is bound to invest her time and energy into achieving the best outcome for each case, regardless of its level of complexity."
Business Attorney | Aug 19
Relationship: Fellow lawyer in community
"I highly endorse Mrs. Santaella. Truly exceptional and caring attorney who achieves great results in representing clients! I really want all people to contact her for help."
Elder law Attorney | Aug 08
Relationship: Fellow lawyer in community
"Ivette's response to inquiries are admirable and well informed. She is an obviously talented attorney. I endorse this lawyer."
Elder law Attorney | Jul 21
Relationship: Fellow lawyer in community
"I endorse this lawyer. Nurturing, knowledgeable and talented attorney."
Estate planning Attorney | Jun 17
Relationship: Fellow lawyer in community
"I admire Ms. Santaella's contributions to this site and her timely responses to inquiries. I endorse this lawyer."
Estate planning Attorney | Jun 03
Relationship: Fellow lawyer in community
"I endorse this lawyer. Ms. Santaella's legal knowledge is superb as evidence by her superb AVVO rating."
Unknown Attorney | May 07
Relationship: Fellow lawyer in community
"One of the absolute best. Exceptional attention to detail, service next to none. I endorse this lawyer."
Unknown Attorney | May 05
Relationship: Other
"I endorse this lawyer for being an advocate for clients."
Estate planning Attorney | Apr 30
Relationship: Fellow lawyer in community
"Attorney Santaella has extensive experience. She is very knowledgeable and provides helpful information in her answers."
Unknown Attorney | Mar 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. Ms. Santaella gives a lot of time to providing useful information to inquirers on AVVO. Her comments exude competence."
Estate planning Attorney | Mar 06
Relationship: Fellow lawyer in community
"I endorse this lawyer. Her answers to questions posed on this site show a broad level of experience and knowledge and a helpful attitude towards client issues."
Estate planning Attorney | Jan 16
Relationship: Fellow lawyer in community
"The answers that Ms. Santaella have provided have been accurate, thoughtful, and tailored to the needs of the Avvo asker. This attorney demonstrates the ideal qualities every client should look for when hiring an attorney."
Estate planning Attorney | Dec 18
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Contracts and agreements Attorney | Dec 08
Relationship: Fellow lawyer in community
"Top notch lawyer in her field. Ivette is one of the best lawyers in the state. I endorse this lawyer."
Estate planning Attorney | Nov 24
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Probate Attorney | Oct 22
Relationship: Fellow lawyer in community
"I have had the opportunity through the Avvo platform to interact with Ms. Santaella and see the advise she gives visitors to the site. She consistently provides clear and concise answers that are very helpful. She is a great member of the legal community."
Unknown Attorney | Sep 29
Relationship: Other
"I not only endorse this lawyer. I give this lawyer 5 stars!"
Estate planning Attorney | Sep 16
Relationship: Fellow lawyer in community
"I endorse this lawyer."
View more endorsements
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Avvo Contributions

Top Contributor 2022
Top Contributor

Ivette earned significant contribution points in 2022.

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San Ramon Estate planning Lawyer Ivette M Santaella
Ivette M Santaella
Estate planning Attorney
San Ramon, CA
Licensed for 33 years
Virtual consultation available