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|
|Tri-Valley Estate Planning Council||Director and Officer||2017 - Present|
|Castro Valley Rotary Club||Affiliate Member||2012 - Present|
|National Academy of Elder Law Attorneys||Member||2010 - Present|
|Castro Valley Track Club||Coach||2001 - 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 William
Jim has been a trusted advisor and counselor for my mother, my siblings, and me for at least 30 years. He wrote my wife and my first will many years ago. He established a living trust for my wife and me when I became a business owner. His advice has always been spot-on. More recently, he helped establish a living trust for my mother after she sold her house and had to move to an independent living facility. Jim had great recommendations regarding different facilities for Mom. Jim was always available to answer questions quickly and with compassion when Mom had to be moved to an assisted living facility. After Mom passed away, he helped me to deal with my job as trustee and executor of the estate, giving me excellent, thoughtful advice all the way through that very trying time for my siblings and me. I have recommended Jim to numerous friends and relatives. In my mind, he is the epitome of a good attorney and advisor.
Posted by Janis
I have been working with Jim Phillips since 2010 and prior to that my parents use his services. Jim is knowledgeable, thorough and thoughtful about the advice and information he gives his clients. In addition, he is one of the most personable, caring attorneys that I have had the pleasure to work with.
An appointment with an attorney typically involves much stress and anxiety, so it is so refreshing to have Jim as someone who I can confide in and know that he will listen to me. I am always confident that Jim will give me the best advice, even though it may not be what I want to hear; however, a needed perspective that I could not have come to on my own.
I would definitely recommend Jim Phillips and his staff for estate planning!!!
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.
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.