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Peggy Burnet Nicholson

Trusts Attorney at Pleasanton, CA

5.0   9 reviews
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  • State Years
    California - CA 18 years
    New York - NY 19 years
  • Licensed for 18 years
    State CA
    Acquired 2004
    Status
    Active No misconduct found
  • Licensed for 19 years
    State NY
    Acquired 2004
    Status
    Currently Registered No misconduct found

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

Reliable, efficient and responsive
Patrick
This review is from a person who hired this attorney.
Hired Attorney
Amazing service - very knowledgeable and flexible
anonymous
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About Peggy

Learn Peggy’s areas of practice.

4
Practice areas
  1. Trusts
    50%
    We assist our clients in setting up a thorough estate plan, using a personal approach and a careful analysis of our clients' overall situation and objectives. We use standard techniques such as simple and complex revocable living trusts, wills, durable powers of attorney for finances, health care directives, as well as irrevocable trusts, and more sophisticated tools and techniques. Implementation of the estate plan, through follow-ups, funding, and reviews, is a crucial part of our process.

    20 years

  2. Wills and living wills
    25%
    We assist our clients in setting up a thorough estate plan, using a personal approach and a careful analysis of our clients' overall situation and objectives. We use standard techniques such as simple and complex revocable living trusts, wills, durable powers of attorney for finances, health care directives, as well as irrevocable trusts, and more sophisticated tools and techniques. Implementation of the estate plan, through follow-ups, funding, and reviews, is a crucial part of our process.

  3. Probate
    15%
    We assist our clients through the challenges of probate, which is the legal process by which title of property is transferred from the decedent's estate to his/her beneficiaries or heirs. Our guidance encompasses the entire process, from the opening of the probate, until the final distribution to the beneficiaries or heirs. Our practice also extends to providing assistance with tools and techniques geared towards avoidance of full probate when applicable.

    20 years

  4. Tax
    10%
    We assist our clients with Internal Revenue Service and/or Franchise Tax Board issues.

    20 years

Contact Peggy

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Berger, Nicholson, LLP
5870 Stoneridge Mall Rd
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Reviews

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5.0 / 5.0
  9 customer reviews
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Posted by Patrick | December 11, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Reliable, efficient and responsive
Peggy helped us with our Revocable Trust and she guided us through everything. She's very responsive and reliable. Highly recommended.
Posted by anonymous | December 2, 2013
Amazing service - very knowledgeable and flexible
Peggy made the process of drawing up our trust and wills as smooth as I could have imagined it. She was very informatibve, and she used email and dropbox to share files, which made document review very efficient. She was patient with us while we completed our forms, but was always there for us whenever we needed anything. I've recommended her to others and will keep doing so.
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Posted by Jenny | July 2, 2013
Excellent
Peggy is professional, knowledgeable, thorough and extremely responsive. We recently had a last minute need for her services...she was awesome and came through for us. We would highly recommend her.
Posted by anonymous | June 9, 2013
Experienced and knowledgeable attorney
Peggy was incredibly helpful in taking us through the intricate details of establishing a will and living trust. She was extremely professional, responsive and so nice to deal with.
Posted by Kelly | November 28, 2011
Living Trust & Will
Peggy did a wonderful job on my Living Trust & Will. She made it so easy for me. I had put off getting one for years because I just didn't want to take the time and deal with it but once I had my appointment with Peggy she took over and completed everything in record time. I would definitely recommend her. She is extremely professional and also makes you feel at ease. There are some tough decisions to make but she explains everything which makes it much easier.
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Posted by olena | November 9, 2011
Great and efficient
Peggy was great to work with. She helped my family with wills. It was very efficient, we have done most through the email, which was important to me (no time for appointments!). And when I needed appointments - Peggy was very flexible. Everything was done thoroughly and professionally.
Posted by Andrea | October 27, 2011
Peggy Nicholson
Peggy was wonderful to work with in developing my first will. Peggy was informative, thorough and walked me through the steps necessary to feel 100% confident. I would definitely recommend her in the future.
Posted by Russ | October 24, 2011
Family Trust
My wife and I worked with Peggy to develop our wills, medical directives and family trust. Peggy is very friendly, competent, flexible, efficient and needless to say also professional. All you want in an attorney. I wouldn't hesitate to hire her again should the need arise.
Posted by anonymous | October 22, 2011
Estate planning
Peggy was professional, courteous, senstive and informative as she led my wife and I through an estate plan and then execution of trust.
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Cost

Rates
  • Hourly Rates $ 250-250 per hour

Resume

AVVO RATING 8.0 (Excellent)

Work Experience

  • Associate Attorney
  • Reed Scott Law, P.C.
  • 2006 - 2009
  • Associate
  • Law Office of Michael B. Nelson
  • 2004 - 2006

Education

  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2007
  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2003
  • University of Saint Thomas (St Paul, MN)
  • MBA
  • 2001
  • Universite Paris I - La Sorbonne
  • Master
  • 1999
  • Universite Paris X - Nanterre, France
  • JD - Juris Doctor
  • 1997
View all education

Associations

  • Tri-Valley Estate Planning Council
  • Member
  • 2008 - Present
  • Alameda County Bar Association
  • Member
  • 2006 - Present
  • Contra Costa County Bar Association
  • Member
  • 2006 - Present
  • Bay Area Young Tax Lawyers Association
  • Co-chair East Bay
  • 2006 - Present
  • State Bar of California
  • Member
  • 2004 - Present
  • New York State Bar Association
  • Member
  • 2004 - Present
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Languages Spoken

  • French

Speaking Engagements

  • Trust administration
  • Trust administration
  • 2010

Attorney endorsements

Received (2)
Given (0)
Endorse Peggy
Michael Hulshof headshot
Michael Hulshof
Trusts Attorney | Jun 12
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Amir Atashirang headshot
Amir Atashirang
Estate planning Attorney | Oct 27
Relationship: Fellow lawyer in community
"I whole-heartedly recommend Peggy Nicholson. I have known Peggy for many years from our work with the Bay Area Young Tax Lawyers group. She is a great estate planning and tax planning attorney, plus she speaks French!"
This attorney hasn't created any attorney endorsements recently on Avvo.

Avvo Contributions

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Pleasanton Trusts Lawyer Peggy Burnet Nicholson
Peggy Burnet Nicholson
Trusts Attorney
Pleasanton, CA
Licensed for 19 years
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