$ 200-500 per hour
Howard Mark Thomas
About Howard
Biography
I bring a rich financial perspective to estate planning and asset protection. Before practicing law, I was a financial professional in Southern California. I was responsible for analyzing the viability major international energy projects. From that work, I transitioned into advising individuals and small businesses regarding financial and estate planning matters. I moved to the Midwest to manage a portfolio of variable life insurance products for a life insurance company. I then formed a small company to advise and develop software for insurance companies and financial professionals. After moving to Contra Costa County in 1999, I sold my company, entered law school, and began mediating disputes. After I was admitted to the bar, I continued to mediate disputes but focused my work on estate planning and administration.
My wife and I live in Walnut Creek where we enjoy hiking, bicycling, kayaking, and supporting the Diablo Regional Arts Association.
Practice Areas
2
Practice Areas
Mediation
25%
21 years | 130 cases
Fees and Rates
Cost
Hourly Rates
Retainer
Sometimes
Payment Methods
- Check
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Chat withLicenses
Licensed in California for 19 years
State: California
Acquired: 2007
No misconduct found
Location
Howard Thomas, MBA, JD
1990 N. California Blvd., Suite 800, Walnut Creek, CA, 94596
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Experience
Honors
2006
Outstanding Law Student, John F. Kennedy University
Work Experience
2007 - Present
Attorney, Law Office of Howard Thomas
2002 - 2003
Vice President, American Financial Systems, Inc.
1995 - 2002
President, Marlin Capital, Inc.
Associations
2009 - Present
Congress of NeutralsBoard Member
2007 - Present
Estate Planning Council of Diablo ValleyBoard Member
2000 - Present
Diablo Regional Arts AssociationTrustee
1997 - Present
Association for Advanced Life UnderwritingMember
1984 - Present
National Association of Insurance and Financial AdvisorsMember
Sample of Legal Cases
Confidential Estate Planning
Confidential
Education
N/A
John F Kennedy Univ SOL
JD - Juris Doctor
N/A
California State University, Long Beach
MA - Masters
N/A
Univ of California Santa Barbara
BS - Bachelor of Science
Speaking Engagements
2011
Lunch & Learn
Estate Planning Today
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Do secondary, or tertiary beneficiaries of a pour over will and revocable trust receive notification of the trust in California?
16 Sep 2010
Q&A
How Do I Close a Trust as Successor Trustee
10 Sep 2010
Q&A
Is a living trust with no named beneficiaries valid? If not, what happens?
08 Sep 2010