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Certified specialist in probate, estate planning, and trust law, with an LL.M. in taxationI help people plan their estate so that their wishes are respected for themsleves and beneficiaries.In California courts, I represent executors, administrators, conservators, guardians, and trustees.I represent individuals, California private fiduciaries, and corporate trust department as trustees.
|Award name||Grantor||Date granted|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2017|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2016|
|Friend of Education Award||The Castro Valley Education Foundation||2015|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2015|
|Super Lawyer||Northern California Super Lawyers||2014|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2014|
|Diablo Magazine||San Francisco East Bay Wealth Manager||2013|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2013|
|Super Lawyer||Northern California Super Lawyers||2013|
|James J. Phillips||Five Star Professional Award||2012|
|Circle of Excellence||American Registry Circle of Excellence||2012|
|Diablo Magazine||San Francisco East Bay Wealth Manager||2012|
|San Francisco East Bay Wealth Manager||Diablo Magazine||2011|
|James J. Phillips||Five Star Professional Award||2011|
|Super Lawyer||Northern California Super Lawyers||2010|
|Super Lawyer||Northern California Super Lawyers||2009|
|Super Lawyer||Northern California Super Lawyers||2008|
|Super Lawyer||Northern California Super Lawyers||2007|
|Super Lawyer||Northern California Super Lawyers||2006|
|David E. Snodgrass Moot Court: First Place Written Brief||Hastings College of the Law||1980|
|President||Law Offices of James J. Philllips, A Professional Corporation||1989 - Present|
|Of Counsel||Varni, Fraser, Hartwell & Rodgers||1989 - 1992|
|Attorney||Smith, Etnire, Polson & Scott||1983 - 1989|
|Association name||Position name||Duration|
|Castro Valley Rotary Club||Affiliate Member||2012 - Present|
|National Academy of Elder Law Attorneys||Member||2010 - Present|
|Castro Valley Track Club||Coach||2001 - Present|
|Tri-Valley Estate Planning Council||Member||2000 - Present|
|State Bar of California||Member||1980 - Present|
|East Bay Estate Planning Council||Director||N/A|
|State Bar of California, Trusts and Estates Section||Executive Committee||1991 - 1992|
|Eastern Alameda County Bar Association||President||1990 - 1991|
|Blog on my web page||Reviewing an existing estate plan||2014|
|California Continuing Education of the Bar (CEB)||Tax Comparison of Living Trusts and Wills||1991|
|California Continuing Education of the Bar (CEB)||Tax Considerations in Comparing Living Trusts and Wills||1990|
|California Lawyer Magazine||Taxes and Living Trusts||1989|
|Tax Exchange||Federal Income Tax Differences Between Living Trust Administration and Probate Administration||1988|
|Golden Gate University School of Law||N/A||LL.M - Master of Laws||1988|
|University of California, Hastings College of the Law||Law||JD - Juris Doctor||1980|
|University of California - Davis||Human Resource Mgmt Information Systems||BS - Bachelor of Science||1976|
|Castro Valley High School||N/A||High school||1972|
|Samuel Merrit Univeristy||Estate Planning||2012|
Posted by Joel Malakoff
Jim is a rare find in that he cares deeply for people while keeping a high bar where confidentiality and integrity are concerned. I have referred a number of clients to him, many of whom have come back to thank me. Especially in more delicate cases, I have found him insightful with creative solutions for real life challenges.
Posted by anonymous
When my husband and I finally agreed it was time to have our wills written up, we asked around for recommendations for estate planning attorneys. James Phillips was the name that kept coming up. In our first meeting with Mr. Phillips we noticed immediately that he has the rare ability to explain complex legal issues in a way that was easy to understand. I have found that when people are extremely educated in a given field, they tend to not take the time to explain things fully. Mr. Phillips took his time talking with us, really getting to know our unique needs before advising us as to any course of action. At no time did we feel rushed or “talked at.”
A major concern for my husband and I was the fact that we are a blended family. We wanted to make sure that each child got their fair share of our estate whether they were a biological child or a step child. Mr. Phillips listened carefully to our concerns, and, without judgment, offered some very reasonable suggestions as to what might be considered “fair” for each child as far as funds for trade school, advanced college degrees, or homeownership.
Mr. Phillips and his excellent team made what we expected to be a very trying and emotional process into an interesting and rewarding experience. Looking back now, I am so grateful to know that our kids will be taken care of.
Posted by Dianne
My husband and I worked with Jim on our family trust and estate planning, and he helped me deal with the challenges of creating new trust documents after my husband died several years ago. I recently sought his help with the administration of my mother's trust.
He is patient, thoughtful and very thorough. He anticipates situations and guides you through the thought process required for each decision, without interjecting his own opinion.
I trust him implicitly and seek his advice with confidence. I have also recommended him to my friends.
Robert Jacobs, Business Attorney
Relationship: Fellow lawyer in community
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.